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

Heritage Wealth Advisors

$2.72 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$37.54 - $46.72 $129,137 - $160,716	-3,440 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$45.84 - $46.53 $157,689 - $160,063	3,440 New	3,440 $159,000

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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