Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History
Rooted Wealth Advisors, Inc.
- $308 Million
- Q3 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 48,096 shares of SHYG stock, worth $2.06 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
48,096
Previous 44,815
7.32%
Holding current value
$2.06 Million
Previous $1.93 Million
7.71%
% of portfolio
0.68%
Previous 0.7%
Shares
10 transactions
Others Institutions Holding SHYG
# of Institutions
602Shares Held
128MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A613.7MShares$587 Million0.11% of portfolio
-
Assetmark, Inc10.4MShares$446 Million1.08% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO9.69MShares$416 Million1.26% of portfolio
-
Personal Capital Advisors Corp8.07MShares$346 Million1.6% of portfolio
-
Japan Science & Technology Agency Tokyo, M04.45MShares$191 Million3.05% of portfolio