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

Liberty Wealth Management LLC

$569 Million
Q3 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

556

Shares Held

125M

Call Options Held

0

Put Options Held

0

About ISHARES 0-5 YEAR HIGH YIELD CO

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