Western Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History

Western Wealth Management, LLC

$1.27 Billion
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	BUY	$40.19 - $42.48 $95,330 - $100,762	2,372 Added 5.29%	47,241 $1.99 Million
Q3 2023 Nov 07, 2023	BUY	$40.9 - $41.68 $28,548 - $29,092	698 Added 1.58%	44,869 $1.84 Million
Q2 2023 Aug 30, 2023	BUY	$40.8 - $41.55 $37,168 - $37,852	911 Added 2.11%	44,171 $1.83 Million
Q1 2023 Aug 30, 2023	BUY	$40.65 - $42.2 $99,673 - $103,474	2,452 Added 6.01%	43,260 $1.8 Million
Q4 2022 Feb 02, 2023	SELL	$40.29 - $41.87 $164,866 - $171,332	-4,092 Reduced 9.11%	40,808 $1.67 Million

Q3 2022 Nov 04, 2022	BUY	$40.2 - $42.66 $23,878 - $25,340	594 Added 1.34%	44,900 $1.86 Million
Q2 2022 Jul 18, 2022	SELL	$40.27 - $44.02 $56,941 - $62,244	-1,414 Reduced 3.09%	44,306 $1.81 Million
Q1 2022 May 10, 2022	BUY	$43.01 - $45.26 $1.97 Million - $2.07 Million	45,720 New	45,720 $2.01 Million

Others Institutions Holding SHYG

# of Institutions

529

Shares Held

119M

Call Options Held

0

Put Options Held

0

Royal Bank Of Canada Toronto, A6

11M
Shares

$464 Million
0.11% of portfolio
Personal Capital Advisors Corp

8.07M
Shares

$340 Million
1.6% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

7.49M
Shares

$316 Million
1.19% of portfolio
Bramshill Investments, LLC Naples, FL

6.89M
Shares

$291 Million
34.93% of portfolio
Japan Science & Technology Agency Tokyo, M0

5.07M
Shares

$214 Million
2.68% of portfolio

About ISHARES 0-5 YEAR HIGH YIELD CO

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