Heritage Family Offices, LLP Ishares 0 5 Year High Yield CO Transaction History
Heritage Family Offices, LLP
- $196 Billion
- Q1 2025
A detailed history of Heritage Family Offices, LLP transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Family Offices, LLP holds 26,082 shares of SHYG stock, worth $1.12 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
26,082
Previous 26,157
0.29%
Holding current value
$1.12 Million
Previous $1.11 Billion
0.5%
% of portfolio
0.57%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding SHYG
# of Institutions
588Shares Held
125MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.9MShares$555 Million0.12% of portfolio
-
Assetmark, Inc9.97MShares$428 Million1.17% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO9.14MShares$392 Million1.28% of portfolio
-
Personal Capital Advisors Corp8.07MShares$346 Million1.6% of portfolio
-
Grimes & Company, Inc.4.82MShares$207 Million6.44% of portfolio