Latest Institutional Transactions on Ishares 0 5 Year High Yield CO (SHYG)
This table provides information on the latest institutional transactions involving Ishares 0 5 Year High Yield CO (SHYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-250- 3.89% |
$10.4K - $10.6K
|
6.17K
$263K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.3K+ 737.19% |
$930K - $945K
|
25.4K
$1.08M
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1.66K- 4.44% |
$69K - $70.1K
|
35.6K
$1.52M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
34.9KNew |
$1.45M - $1.48M
|
34.9K
$1.49M
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-6.43K- 4.68% |
$268K - $272K
|
131K
$5.58M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33+ 1.88% |
$1.37K - $1.4K
|
1.78K
$76K
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
10KNew |
$416K - $423K
|
10K
$426K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
610New |
$25.4K - $25.8K
|
610
$26K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.7K+ 201.05% |
$447K - $454K
|
16.1K
$685K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
21+ 1.78% |
$874 - $889
|
1.2K
$51.2K
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-761- 8.87% |
$31.7K - $32.2K
|
7.82K
$333K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.31K- 97.2% |
$179K - $182K
|
124
$5.28K
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-64- 5.95% |
$2.66K - $2.71K
|
1.01K
$43.1K
|
|
Aug 07, 2024
Q2 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
908KNew |
$37.8M - $38.4M
|
908K
$38.7M
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.22K+ 3196.97% |
$176K - $179K
|
4.35K
$185K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.89K- 10.52% |
$120K - $122K
|
24.6K
$1.05M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-35.2K- 9.03% |
$1.47M - $1.49M
|
355K
$15.1M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
42.1K+ 11.3% |
$1.75M - $1.78M
|
414K
$17.6M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-142- 2.28% |
$5.91K - $6.01K
|
6.1K
$260K
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-1.32K- 5.64% |
$54.9K - $55.8K
|
22.1K
$940K
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
16.8KNew |
$699K - $711K
|
16.8K
$716K
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$41.6 - $42.3
|
6.5K
$277K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-448- 56.07% |
$18.7K - $19K
|
351
$15K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
350New |
$14.6K - $14.8K
|
350
$14.9K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
700New |
$29.1K - $29.6K
|
700
$29.8K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-32- 3.33% |
$1.33K - $1.35K
|
928
$39.6K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
27New |
$1.12K - $1.14K
|
27
$1.15K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.74% |
$1.46K - $1.48K
|
4.76K
$203K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.64K+ 12.08% |
$68.3K - $69.4K
|
15.2K
$649K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$140K - $142K
|
3.36K
$143K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21.8K- 93.6% |
$908K - $923K
|
1.49K
$63.5K
|
|
Jul 30, 2024
Q2 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.09K- 32.8% |
$129K - $131K
|
6.33K
$270K
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11K+ 89.79% |
$458K - $465K
|
23.2K
$991K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
129New |
$5.37K - $5.46K
|
129
$5.5K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
372+ 46.73% |
$15.5K - $15.7K
|
1.17K
$49.8K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
42New |
$1.75K - $1.78K
|
42
$1.79K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
553+ 27.31% |
$23K - $23.4K
|
2.58K
$110K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.49% |
$999 - $1.02K
|
4.88K
$208K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.8K+ 72.15% |
$283K - $288K
|
16.2K
$691K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
230New |
$9.58K - $9.73K
|
230
$9.8K
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.49KNew |
$229K - $233K
|
5.49K
$234K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9KNew |
$703K - $715K
|
16.9K
$720K
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-148- 15.4% |
$6.16K - $6.26K
|
813
$34.7K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-314- 32.67% |
$13.1K - $13.3K
|
647
$27.6K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
300+ 1.76% |
$12.5K - $12.7K
|
17.4K
$740K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.28KNew |
$137K - $139K
|
3.28K
$140K
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-500- 7.08% |
$20.8K - $21.2K
|
6.56K
$280K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-78- 10.01% |
$3.25K - $3.3K
|
701
$29.9K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.62KNew |
$109K - $111K
|
2.62K
$112K
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
135+ 1.39% |
$5.62K - $5.71K
|
9.82K
$419K
|