Heritage Oak Wealth Advisors LLC Ishares 0 5 Year High Yield CO Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 73,526 shares of SHYG stock, worth $3.17 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
73,526
Holding current value
$3.17 Million
% of portfolio
1.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$42.33 - $43.3 $3.11 Million - $3.18 Million
73,526 New
73,526 $3.13 Billion
Q2 2024

Aug 28, 2024
BUY
$41.64 - $42.32 $2.49 Million - $2.53 Million
59,683 New
59,683 $2.52 Billion

Others Institutions Holding SHYG

# of Institutions
587
Shares Held
123M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
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