Level Financial Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History

Level Financial Advisors, Inc.

$252 Million
Q4 2024

A detailed history of Level Financial Advisors, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Level Financial Advisors, Inc. holds 118,617 shares of SHYG stock, worth $5.11 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

118,617

Previous 122,488 3.16%

Holding current value

$5.11 Million

Previous $5.32 Million 4.96%

% of portfolio

2.01%

Previous 2.18%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$42.33 - $43.3 $163,859 - $167,614	-3,871 Reduced 3.16%	118,617 $5.05 Million
Q3 2024 Oct 10, 2024	BUY	$41.95 - $43.42 $244,190 - $252,747	5,821 Added 4.99%	122,488 $5.32 Million
Q2 2024 Jul 23, 2024	BUY	$41.64 - $42.32 $248,965 - $253,031	5,979 Added 5.4%	116,667 $4.92 Million
Q1 2024 Apr 19, 2024	BUY	$41.98 - $42.63 $219,387 - $222,784	5,226 Added 4.96%	110,688 $4.71 Million
Q4 2023 Jan 22, 2024	BUY	$40.19 - $42.48 $186,441 - $197,064	4,639 Added 4.6%	105,462 $4.45 Million
Q3 2023 Oct 18, 2023	BUY	$40.9 - $41.68 $72,556 - $73,940	1,774 Added 1.79%	100,823 $4.14 Million
Q2 2023 Jul 14, 2023	BUY	$40.8 - $41.55 $330,561 - $336,638	8,102 Added 8.91%	99,049 $4.11 Million
Q1 2023 Apr 10, 2023	BUY	$40.65 - $42.2 $376,093 - $390,434	9,252 Added 11.33%	90,947 $3.79 Million
Q4 2022 Jan 23, 2023	BUY	$39.79 - $41.87 $185,938 - $195,658	4,673 Added 6.07%	81,695 $0
Q3 2022 Oct 18, 2022	BUY	$39.82 - $42.66 $469,955 - $503,473	11,802 Added 18.1%	77,022 $3.08 Million
Q2 2022 Aug 10, 2022	BUY	$40.27 - $44.02 $223,256 - $244,046	5,544 Added 9.29%	65,220 $2.65 Million
Q1 2022 Apr 08, 2022	BUY	$43.01 - $45.26 $496,507 - $522,481	11,544 Added 23.98%	59,676 $2.62 Million
Q4 2021 Jan 20, 2022	BUY	$44.73 - $45.64 $2.15 Million - $2.2 Million	48,132 New	48,132 $2.18 Million

Others Institutions Holding SHYG

# of Institutions

587

Shares Held

123M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Level Financial Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History