Holistic Planning, LLC Ishares 0 5 Year High Yield CO Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Holistic Planning, LLC holds 13,568 shares of SHYG stock, worth $579,760. This represents 0.15% of its overall portfolio holdings.

Number of Shares
13,568
Previous 14,818 8.44%
Holding current value
$579,760
Previous $639 Million 8.1%
% of portfolio
0.15%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
SELL
$42.75 - $43.37 $53,437 - $54,212
-1,250 Reduced 8.44%
13,568 $587 Million
Q2 2025

Jul 28, 2025
BUY
$40.82 - $43.14 $14,654 - $15,487
359 Added 2.48%
14,818 $639 Million
Q1 2025

Apr 23, 2025
BUY
$42.38 - $43.28 $15,087 - $15,407
356 Added 2.52%
14,459 $615 Million
Q4 2024

Jan 24, 2025
BUY
$42.33 - $43.3 $596,979 - $610,659
14,103 New
14,103 $601 Million

Others Institutions Holding SHYG

# of Institutions
615
Shares Held
140M
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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