Marcum Wealth, LLC Ishares 0 5 Year High Yield CO Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 10, 2024	BUY	$40.19 - $42.48 $240,657 - $254,370	5,988 New	5,988 $252,000
Q2 2023 Jul 13, 2023	SELL	$40.8 - $41.55 $197,512 - $201,143	-4,841 Reduced 22.36%	16,813 $696,000
Q1 2023 Apr 19, 2023	SELL	$40.65 - $42.2 $5,772 - $5,992	-142 Reduced 0.65%	21,654 $902,000
Q4 2022 Jan 12, 2023	SELL	$39.79 - $41.87 $7,480 - $7,871	-188 Reduced 0.86%	21,796 $0
Q3 2022 Oct 11, 2022	BUY	$39.82 - $42.66 $467,885 - $501,254	11,750 Added 114.81%	21,984 $878,000
Q2 2022 Jul 14, 2022	BUY	$40.27 - $44.02 $192,812 - $210,767	4,788 Added 87.92%	10,234 $415,000
Q1 2022 Apr 20, 2022	BUY	$43.01 - $45.26 $234,232 - $246,485	5,446 New	5,446 $239,000

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

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.