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

Mbm Wealth Consultants, LLC

$284 Million
Q1 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 15, 2023	SELL	$40.29 - $41.87 $6,164 - $6,406	-153 Reduced 46.08%	179 $7,000
Q3 2022 Oct 24, 2022	SELL	$40.2 - $42.66 $11,698 - $12,414	-291 Reduced 46.71%	332 $13,000
Q2 2022 Aug 15, 2022	SELL	$40.27 - $44.02 $212,424 - $232,205	-5,275 Reduced 89.44%	623 $25,000
Q1 2022 May 16, 2022	SELL	$43.01 - $45.26 $68,084 - $71,646	-1,583 Reduced 21.16%	5,898 $259,000
Q4 2021 Feb 15, 2022	SELL	$44.73 - $45.64 $148,906 - $151,935	-3,329 Reduced 30.8%	7,481 $339,000

Q3 2021 Nov 16, 2021	SELL	$45.45 - $46.0 $351,737 - $355,994	-7,739 Reduced 41.72%	10,810 $494,000
Q2 2021 Aug 13, 2021	SELL	$45.56 - $46.09 $11.1 Million - $11.2 Million	-243,336 Reduced 92.92%	18,549 $854,000
Q1 2021 May 10, 2021	BUY	$45.28 - $45.81 $522,395 - $528,509	11,537 Added 4.61%	261,885 $12 Million
Q4 2020 Feb 09, 2021	BUY	$43.72 - $45.44 $931,017 - $967,644	21,295 Added 9.3%	250,348 $11.4 Million
Q3 2020 Nov 12, 2020	BUY	$42.81 - $44.47 $730,723 - $759,058	17,069 Added 8.05%	229,053 $10.1 Million
Q2 2020 Aug 07, 2020	BUY	$39.39 - $43.83 $442,940 - $492,868	11,245 Added 5.6%	211,984 $9.09 Million
Q1 2020 May 13, 2020	BUY	$37.54 - $46.72 $964,027 - $1.2 Million	25,680 Added 14.67%	200,739 $8.2 Million
Q4 2019 Feb 11, 2020	BUY	$45.84 - $46.53 $990,144 - $1.01 Million	21,600 Added 14.08%	175,059 $8.13 Million
Q3 2019 Oct 30, 2019	BUY	$45.9 - $46.68 $955,546 - $971,784	20,818 Added 15.69%	153,459 $7.13 Million
Q2 2019 Jul 30, 2019	BUY	$45.76 - $46.86 $1.09 Million - $1.11 Million	23,730 Added 21.79%	132,641 $6.19 Million
Q1 2019 Apr 25, 2019	BUY	$44.49 - $46.71 $4.75 Million - $4.99 Million	106,867 Added 5228.33%	108,911 $5.09 Million
Q4 2018 Feb 13, 2019	BUY	$43.9 - $46.94 $89,731 - $95,945	2,044 New	2,044 $91,000

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

About ISHARES 0-5 YEAR HIGH YIELD CO

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