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

Level Financial Advisors, Inc.

$297 Million
Q2 2025

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 111,946 shares of SHYG stock, worth $4.8 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares

111,946

Previous 119,598 6.4%

Holding current value

$4.8 Million

Previous $5.09 Million 5.03%

% of portfolio

1.62%

Previous 1.88%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$40.82 - $43.14 $312,354 - $330,107	-7,652 Reduced 6.4%	111,946 $4.83 Million
Q1 2025 Apr 10, 2025	BUY	$42.38 - $43.28 $41,574 - $42,457	981 Added 0.83%	119,598 $5.09 Million
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

593

Shares Held

125M

Call Options Held

Put Options Held

View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
Sector ETFs
Industry ETFs

More about SHYG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Level Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Level Financial Advisors, Inc. with notifications on news.

Account

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