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

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	BUY	$40.27 - $44.02 $201,913 - $220,716	5,014 New	5,014 $203,000
Q1 2022 May 10, 2022	SELL	$43.01 - $45.26 $402,057 - $423,090	-9,348 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$44.73 - $45.64 $138,170 - $140,981	-3,089 Reduced 24.84%	9,348 $423,000
Q3 2021 Nov 12, 2021	SELL	$45.45 - $46.0 $42,359 - $42,872	-932 Reduced 6.97%	12,437 $568,000
Q2 2021 Aug 16, 2021	BUY	$45.56 - $46.09 $33,441 - $33,830	734 Added 5.81%	13,369 $616,000

Q1 2021 May 06, 2021	BUY	$45.28 - $45.81 $301,745 - $305,277	6,664 Added 111.61%	12,635 $579,000
Q4 2020 Feb 12, 2021	BUY	$43.72 - $45.44 $52,770 - $54,846	1,207 Added 25.34%	5,971 $271,000
Q3 2020 Nov 03, 2020	SELL	$42.81 - $44.47 $20,891 - $21,701	-488 Reduced 9.29%	4,764 $209,000
Q2 2020 Aug 17, 2020	BUY	$39.39 - $43.83 $206,876 - $230,195	5,252 New	5,252 $225,000

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

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