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

Heritage Oak Wealth Advisors LLC

  • $259 Billion
  • Q2 2025

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 48,901 shares of SHYG stock, worth $2.1 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
48,901
Previous 76,427 36.02%
Holding current value
$2.1 Million
Previous $3.25 Billion 35.08%
% of portfolio
0.81%
Previous 1.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$40.82 - $43.14 $1.12 Million - $1.19 Million
-27,526 Reduced 36.02%
48,901 $2.11 Billion
Q1 2025

Apr 28, 2025
BUY
$42.38 - $43.28 $122,944 - $125,555
2,901 Added 3.95%
76,427 $3.25 Billion
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
598
Shares Held
130M
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
Track This Portfolio

Track Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email