Wells Financial Advisors Inc Ishares 0 5 Year High Yield CO Transaction History

Wells Financial Advisors Inc

  • $71.1 Million
  • Q1 2025

A detailed history of Wells Financial Advisors Inc transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Wells Financial Advisors Inc holds 2,135 shares of SHYG stock, worth $90,353. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,135
Previous 1,655 29.0%
Holding current value
$90,353
Previous $70,000 28.57%
% of portfolio
0.13%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
$42.38 - $43.28 $20,342 - $20,774
480 Added 29.0%
2,135 $90,000
Q4 2023

Feb 12, 2024
SELL
$40.19 - $42.48 $20,095 - $21,240
-500 Reduced 23.2%
1,655 $69,000
Q2 2023

Aug 07, 2023
SELL
$40.8 - $41.55 $1.04 Million - $1.06 Million
-25,455 Reduced 92.19%
2,155 $89,000
Q1 2023

May 03, 2023
SELL
$40.65 - $42.2 $54,877 - $56,970
-1,350 Reduced 4.66%
27,610 $1.15 Million
Q4 2022

Feb 03, 2023
BUY
$39.79 - $41.87 $1.15 Million - $1.21 Million
28,960 New
28,960 $1.18 Million

Others Institutions Holding SHYG

# of Institutions
579
Shares Held
128M
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
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email