Liberty Wealth Management LLC Ishares 0 5 Year High Yield CO Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$44.73 - $45.64 $60,474 - $61,705	-1,352 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$45.45 - $46.0 $23,315 - $23,598	-513 Reduced 27.51%	1,352 $62,000
Q2 2021 Aug 13, 2021	SELL	$45.56 - $46.09 $3.83 Million - $3.87 Million	-84,037 Reduced 97.83%	1,865 $86,000
Q2 2021 Aug 13, 2021	BUY	$45.56 - $46.09 $3.67 Million - $3.71 Million	80,520 Added 1496.1%	85,902 $1.87 Million
Q4 2020 Feb 09, 2021	SELL	$43.72 - $45.44 $1.94 Million - $2.01 Million	-44,341 Reduced 89.18%	5,382 $244,000
Q3 2020 Nov 05, 2020	BUY	$42.81 - $44.47 $401,600 - $417,173	9,381 Added 23.25%	49,723 $2.19 Million
Q2 2020 Aug 04, 2020	BUY	$39.39 - $43.83 $528,692 - $588,286	13,422 Added 49.86%	40,342 $1.73 Million
Q1 2020 Apr 27, 2020	BUY	$37.54 - $46.72 $985,913 - $1.23 Million	26,263 Added 3997.41%	26,920 $1.12 Million
Q4 2019 Feb 05, 2020	BUY	$45.84 - $46.53 $4,263 - $4,327	93 Added 16.49%	657 $30,000
Q3 2019 Oct 30, 2019	BUY	$45.9 - $46.68 $25,887 - $26,327	564 New	564 $26,000

Others Institutions Holding SHYG

# of Institutions

549

Shares Held

127M

Call Options Held

0

Put Options Held

0

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 Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.