Investments & Financial Planning, LLC Ishares 0 5 Year High Yield CO Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 22,779 shares of SHYG stock, worth $981,091. This represents 0.63% of its overall portfolio holdings.

Number of Shares
22,779
Previous 20,196 12.79%
Holding current value
$981,091
Previous $852,000 16.08%
% of portfolio
0.63%
Previous 0.57%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$41.95 - $43.42 $108,356 - $112,153
2,583 Added 12.79%
22,779 $989,000
Q2 2024

Jul 18, 2024
BUY
$41.64 - $42.32 $59,836 - $60,813
1,437 Added 7.66%
20,196 $852,000
Q1 2024

May 03, 2024
BUY
$41.98 - $42.63 $84,337 - $85,643
2,009 Added 11.99%
18,759 $798,000
Q4 2023

Jan 18, 2024
BUY
$40.19 - $42.48 $18,447 - $19,498
459 Added 2.82%
16,750 $707,000
Q3 2023

Oct 18, 2023
SELL
$40.9 - $41.68 $10,102 - $10,294
-247 Reduced 1.49%
16,291 $668,000
Q2 2023

Jul 18, 2023
SELL
$40.8 - $41.55 $39,372 - $40,095
-965 Reduced 5.51%
16,538 $685,000
Q1 2023

May 02, 2023
SELL
$40.65 - $42.2 $115,852 - $120,270
-2,850 Reduced 14.0%
17,503 $729,000
Q4 2022

Feb 28, 2023
SELL
$39.79 - $41.87 $323,333 - $340,235
-8,126 Reduced 28.53%
20,353 $832,000
Q2 2022

Aug 11, 2022
SELL
$40.27 - $44.02 $52,149 - $57,005
-1,295 Reduced 4.35%
28,479 $1.16 Million
Q1 2022

May 09, 2022
SELL
$43.01 - $45.26 $117,460 - $123,605
-2,731 Reduced 8.4%
29,774 $1.31 Million
Q4 2021

Feb 11, 2022
BUY
$44.73 - $45.64 $1.45 Million - $1.48 Million
32,505 New
32,505 $1.43 Million

Others Institutions Holding SHYG

# of Institutions
557
Shares Held
126M
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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