Rooted Wealth Advisors, Inc. Ishares 0 5 Year High Yield CO Transaction History
Rooted Wealth Advisors, Inc.
- $275 Million
- Q2 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 44,815 shares of SHYG stock, worth $1.93 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
44,815
Previous 39,066
14.72%
Holding current value
$1.93 Million
Previous $1.66 Million
16.38%
% of portfolio
0.7%
Previous 0.69%
Shares
9 transactions
Others Institutions Holding SHYG
# of Institutions
592Shares Held
124MCall Options Held
0Put Options Held
0-
Royal Bank Of Canada Toronto, A612.9MShares$557 Million0.12% of portfolio
-
Assetmark, Inc9.97MShares$430 Million1.17% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO9.14MShares$394 Million1.28% of portfolio
-
Personal Capital Advisors Corp8.07MShares$348 Million1.6% of portfolio
-
Japan Science & Technology Agency Tokyo, M04.45MShares$192 Million2.91% of portfolio