A detailed history of Summit Wealth Partners, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 197,571 shares of SHYG stock, worth $8.51 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
197,571
Previous 205,498 3.86%
Holding current value
$8.51 Million
Previous $8.67 Billion 1.08%
% of portfolio
1.65%
Previous 1.8%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$41.95 - $43.42 $332,537 - $344,190
-7,927 Reduced 3.86%
197,571 $8.58 Billion
Q2 2024

Sep 11, 2024

BUY
$41.64 - $42.32 $293,353 - $298,144
7,045 Added 3.55%
205,498 $8.67 Billion
Q1 2024

Sep 11, 2024

SELL
$41.98 - $42.63 $177,575 - $180,324
-4,230 Reduced 2.09%
198,453 $8.44 Billion
Q4 2023

Sep 11, 2024

SELL
$40.19 - $42.48 $533,964 - $564,389
-13,286 Reduced 6.15%
202,683 $8.56 Billion
Q3 2023

Sep 11, 2024

BUY
$40.9 - $41.68 $65,153 - $66,396
1,593 Added 0.74%
215,969 $8.86 Billion
Q2 2023

Sep 11, 2024

SELL
$40.8 - $41.55 $132,640 - $135,079
-3,251 Reduced 1.49%
214,376 $8.89 Billion
Q1 2023

Sep 11, 2024

SELL
$40.65 - $42.2 $673,692 - $699,380
-16,573 Reduced 7.08%
217,627 $9.07 Billion
Q4 2022

Sep 11, 2024

SELL
$39.79 - $41.87 $1.7 Million - $1.79 Million
-42,847 Reduced 15.47%
234,200 $9.58 Billion
Q3 2022

Sep 11, 2024

SELL
$39.82 - $42.66 $898,856 - $962,964
-22,573 Reduced 7.53%
277,047 $11.1 Billion
Q2 2022

Sep 11, 2024

SELL
$40.27 - $44.02 $463,950 - $507,154
-11,521 Reduced 3.7%
299,620 $12.1 Billion
Q1 2022

Sep 11, 2024

SELL
$43.01 - $45.26 $68,945 - $72,551
-1,603 Reduced 0.51%
311,141 $13.7 Billion
Q4 2021

Sep 10, 2024

BUY
$44.73 - $45.64 $401,451 - $409,619
8,975 Added 2.95%
312,744 $14.2 Billion
Q3 2021

Sep 10, 2024

BUY
$45.45 - $46.0 $634,572 - $642,252
13,962 Added 4.82%
303,769 $13.9 Billion
Q2 2021

Sep 10, 2024

BUY
$45.56 - $46.09 $561,754 - $568,289
12,330 Added 4.44%
289,807 $13.3 Billion
Q1 2021

Sep 10, 2024

BUY
$45.28 - $45.81 $671,185 - $679,041
14,823 Added 5.64%
277,477 $12.7 Billion
Q4 2020

Sep 10, 2024

BUY
$43.72 - $45.44 $1.24 Million - $1.29 Million
28,364 Added 12.11%
262,654 $11.9 Billion
Q3 2020

Sep 10, 2024

SELL
$42.81 - $44.47 $299 - $311
-7 Reduced -0.0%
234,290 $10.3 Billion
Q2 2020

Sep 10, 2024

SELL
$39.39 - $43.83 $532,552 - $592,581
-13,520 Reduced 5.46%
234,297 $10 Billion
Q1 2020

Sep 10, 2024

SELL
$37.54 - $46.72 $995,373 - $1.24 Million
-26,515 Reduced 9.67%
247,817 $10.1 Billion
Q4 2019

Sep 09, 2024

BUY
$45.84 - $46.53 $12.6 Million - $12.8 Million
274,332 New
274,332 $12.7 Billion

Others Institutions Holding SHYG

About ISHARES 0-5 YEAR HIGH YIELD CO


  • Ticker SHYG
  • Sector ETFs
  • Industry ETFs
More about SHYG
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