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

Rooted Wealth Advisors, Inc.

  • $203 Million
  • Q1 2024

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 58,109 shares of SHYG stock, worth $2.45 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
58,109
Previous 56,494 2.86%
Holding current value
$2.45 Million
Previous $2.39 Million 2.6%
% of portfolio
1.21%
Previous 1.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$41.98 - $42.63 $67,797 - $68,847
1,615 Added 2.86%
58,109 $2.45 Million
Q4 2023

Feb 07, 2024
BUY
$40.19 - $42.48 $375,696 - $397,103
9,348 Added 19.83%
56,494 $2.39 Million
Q3 2023

Nov 21, 2023
SELL
$40.9 - $41.68 $1.42 Million - $1.44 Million
-34,613 Reduced 42.34%
47,146 $1.95 Million
Q2 2023

Aug 03, 2023
BUY
$40.8 - $41.55 $3.34 Million - $3.4 Million
81,759 New
81,759 $3.36 Million

Others Institutions Holding SHYG

# of Institutions
529
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

SHYG Quotes by TradingView
  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
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