Kathleen S. Wright Associates Inc. Ishares 0 5 Year High Yield CO Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 5,616 shares of SHYG stock, worth $239,971. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,616
Previous 5,321 5.54%
Holding current value
$239,971
Previous $229,000 6.11%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 10, 2025
BUY
$42.75 - $43.37 $12,611 - $12,794
295 Added 5.54%
5,616 $243,000
Q2 2025

Jul 31, 2025
SELL
$40.82 - $43.14 $2,898 - $3,062
-71 Reduced 1.32%
5,321 $229,000
Q4 2024

Jan 24, 2025
SELL
$42.33 - $43.3 $187,521 - $191,819
-4,430 Reduced 45.1%
5,392 $229,000
Q2 2024

Jul 17, 2024
BUY
$41.64 - $42.32 $5,621 - $5,713
135 Added 1.39%
9,822 $414,000
Q1 2024

Apr 17, 2024
BUY
$41.98 - $42.63 $24,768 - $25,151
590 Added 6.49%
9,687 $412,000
Q3 2023

Oct 20, 2023
BUY
$40.9 - $41.68 $7,157 - $7,294
175 Added 1.96%
9,097 $373,000
Q1 2023

Apr 21, 2023
BUY
$40.65 - $42.2 $6,097 - $6,330
150 Added 1.71%
8,922 $371,000
Q4 2022

Feb 01, 2023
SELL
$39.79 - $41.87 $78,187 - $82,274
-1,965 Reduced 18.3%
8,772 $358,000
Q3 2022

Oct 18, 2022
BUY
$39.82 - $42.66 $14,733 - $15,784
370 Added 3.57%
10,737 $429,000
Q1 2022

Apr 29, 2022
BUY
$43.01 - $45.26 $129 - $135
3 Added 0.03%
10,367 $456,000
Q4 2021

Feb 02, 2022
BUY
$44.73 - $45.64 $463,581 - $473,012
10,364 New
10,364 $470,000

Others Institutions Holding SHYG

# of Institutions
617
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
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. 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 Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email