Source Financial Advisors LLC Ishares 0 5 Year High Yield CO Transaction History

Source Financial Advisors LLC

$337 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 11, 2024	SELL	$40.19 - $42.48 $19,090 - $20,178	-475 Reduced 1.59%	29,362 $1.24 Million
Q3 2023 Oct 26, 2023	SELL	$40.9 - $41.68 $3.25 Million - $3.31 Million	-79,356 Reduced 72.67%	29,837 $1.22 Million
Q2 2023 Jul 24, 2023	SELL	$40.8 - $41.55 $45,206 - $46,037	-1,108 Reduced 1.0%	109,193 $4.53 Million
Q1 2023 Apr 20, 2023	BUY	$40.65 - $42.2 $1.62 Million - $1.69 Million	39,960 Added 56.81%	110,301 $4.6 Million
Q4 2022 Jan 31, 2023	SELL	$39.79 - $41.87 $300,812 - $316,537	-7,560 Reduced 9.7%	70,341 $2.88 Million
Q3 2022 Nov 14, 2022	BUY	$39.82 - $42.66 $1.08 Million - $1.16 Million	27,096 Added 53.33%	77,901 $3.11 Million
Q2 2022 Aug 15, 2022	BUY	$40.27 - $44.02 $1.17 Million - $1.28 Million	29,051 Added 133.54%	50,805 $2.06 Million
Q1 2022 May 16, 2022	BUY	$43.01 - $45.26 $412,982 - $434,586	9,602 Added 79.02%	21,754 $956,000
Q4 2021 Feb 14, 2022	BUY	$44.73 - $45.64 $543,558 - $554,617	12,152 New	12,152 $550,000

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

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