Lws Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 179,428 shares of SHYG stock, worth $7.72 Million. This represents 2.97% of its overall portfolio holdings.

Number of Shares

179,428

Previous 167,903 6.86%

Holding current value

$7.72 Million

Previous $6.89 Million 9.96%

% of portfolio

2.97%

Previous 3.14%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$40.19 - $42.48 $463,189 - $489,581	11,525 Added 6.86%	179,428 $7.58 Million
Q3 2023 Nov 13, 2023	BUY	$40.9 - $41.68 $40,041 - $40,804	979 Added 0.59%	167,903 $6.89 Million
Q2 2023 Jul 28, 2023	BUY	$40.8 - $41.55 $168,626 - $171,726	4,133 Added 2.54%	166,924 $6.92 Million
Q1 2023 Apr 28, 2023	BUY	$40.65 - $42.2 $121,909 - $126,557	2,999 Added 1.88%	162,791 $6.79 Million
Q4 2022 Feb 14, 2023	BUY	$39.79 - $41.87 $257,640 - $271,108	6,475 Added 4.22%	159,792 $6.53 Million
Q3 2022 Nov 14, 2022	BUY	$39.82 - $42.66 $3.02 Million - $3.23 Million	75,829 Added 97.86%	153,317 $6.12 Million
Q2 2022 Aug 05, 2022	SELL	$40.27 - $44.02 $3.16 Million - $3.45 Million	-78,402 Reduced 50.29%	77,488 $3.14 Million
Q1 2022 May 10, 2022	BUY	$43.01 - $45.26 $117,331 - $123,469	2,728 Added 1.78%	155,890 $6.85 Million
Q4 2021 Feb 02, 2022	BUY	$44.73 - $45.64 $199,540 - $203,600	4,461 Added 3.0%	153,162 $6.94 Million
Q3 2021 Nov 09, 2021	BUY	$45.45 - $46.0 $307,196 - $310,914	6,759 Added 4.76%	148,701 $6.8 Million
Q2 2021 Jul 23, 2021	BUY	$45.56 - $46.09 $2.57 Million - $2.6 Million	56,446 Added 66.02%	141,942 $6.54 Million
Q1 2021 Apr 29, 2021	BUY	$45.28 - $45.81 $2.41 Million - $2.43 Million	53,146 Added 164.28%	85,496 $3.92 Million
Q4 2020 Jan 20, 2021	BUY	$43.72 - $45.44 $996,772 - $1.04 Million	22,799 Added 238.71%	32,350 $1.47 Million
Q3 2020 Nov 10, 2020	BUY	$42.81 - $44.47 $5,650 - $5,870	132 Added 1.4%	9,551 $420,000
Q2 2020 Aug 05, 2020	BUY	$39.39 - $43.83 $85,239 - $94,848	2,164 Added 29.83%	9,419 $404,000
Q1 2020 May 04, 2020	SELL	$37.54 - $46.72 $88,219 - $109,792	-2,350 Reduced 24.47%	7,255 $296,000
Q4 2019 Feb 06, 2020	BUY	$45.84 - $46.53 $440,293 - $446,920	9,605 New	9,605 $446,000

Others Institutions Holding SHYG

# of Institutions

557

Shares Held

126M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR HIGH YIELD CO

Ticker SHYG
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Lws Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History