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 $241,656. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,616
Previous 5,321
5.54%
Holding current value
$241,656
Previous $229,000
6.11%
% of portfolio
0.09%
Previous 0.09%
Shares
11 transactions
Others Institutions Holding SHYG
# of Institutions
602Shares Held
131MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A613.7MShares$588 Million0.11% of portfolio
-
Assetmark, Inc10.4MShares$447 Million1.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO9.69MShares$417 Million1.26% of portfolio
-
Personal Capital Advisors Corp8.07MShares$347 Million1.6% of portfolio
-
Japan Science & Technology Agency Tokyo, M04.45MShares$191 Million3.05% of portfolio