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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$42.3 - $43.3
|
2
$85.7
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-131- 22.47% |
$5.55K - $5.67K
|
452
$19.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 1.58% |
$677 - $693
|
1.03K
$44.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-174- 6.14% |
$7.37K - $7.53K
|
2.66K
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-748- 3.37% |
$31.7K - $32.4K
|
21.5K
$920K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
380+ 6.81% |
$16.1K - $16.5K
|
5.96K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.63K+ 15.58% |
$323K - $330K
|
56.6K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 6.74% |
$508 - $520
|
190
$8.14K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 1.46% |
$4.83K - $4.94K
|
7.91K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 0.52% |
$1.95K - $1.99K
|
8.74K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
789+ 5.29% |
$33.4K - $34.2K
|
15.7K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.98K+ 26.79% |
$168K - $172K
|
18.8K
$807K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.81K- 52.41% |
$288K - $295K
|
6.19K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.01KNew |
$127K - $130K
|
3.01K
$129K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
13.7KNew |
$581K - $594K
|
13.7K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
33+ 2.63% |
$1.4K - $1.43K
|
1.29K
$55.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18New |
$762 - $779
|
18
$771
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
63.8K+ 17.72% |
$2.7M - $2.76M
|
424K
$18.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$2.96K - $3.03K
|
70
$3K
|
|
|
Jan 27, 2025
Q4 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-456- 8.09% |
$19.3K - $19.7K
|
5.18K
$222K
|
|
|
Jan 27, 2025
Q4 2024
|
Japan Science & Technology Agency
Tokyo, M0 |
SELL
|
- |
-620K- 12.24% |
$26.3M - $26.9M
|
4.45M
$191M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-554- 92.18% |
$23.5K - $24K
|
47
$2.01K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
21KNew |
$889K - $909K
|
21K
$900K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.43K- 45.1% |
$188K - $192K
|
5.39K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-309- 33.88% |
$13.1K - $13.4K
|
603
$25.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
324New |
$13.7K - $14K
|
324
$13.9K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
509New |
$21.5K - $22K
|
509
$21.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.62KNew |
$407K - $416K
|
9.62K
$412K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.29% |
$42.3 - $43.3
|
346
$14.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-280- 1.36% |
$11.9K - $12.1K
|
20.3K
$870K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 6.06% |
$127K - $130K
|
46.6K
$2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
16.7K+ 11.26% |
$707K - $723K
|
165K
$7.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
23.8K+ 99.42% |
$1.01M - $1.03M
|
47.6K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$169 - $173
|
4
$171
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1K+ 2.0% |
$42.3K - $43.3K
|
51K
$2.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
68+ 0.85% |
$2.88K - $2.94K
|
8.1K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
1.01KNew |
$42.6K - $43.6K
|
1.01K
$43.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-321- 96.11% |
$13.6K - $13.9K
|
13
$557
|
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
20.2KNew |
$855K - $875K
|
20.2K
$866K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.31K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
215New |
$9.1K - $9.31K
|
215
$9.21K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-453- 14.17% |
$19.2K - $19.6K
|
2.75K
$118K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 36.94% |
$108K - $110K
|
9.45K
$405K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 15.38% |
$5.59K - $5.72K
|
990
$42.4K
|
|
| Q3 2024 | |||||||
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
646New |
$27.1K - $28K
|
646
$27.7K
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
16.2K+ 31.33% |
$682K - $705K
|
68.1K
$2.92M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
179+ 2.29% |
$7.51K - $7.77K
|
8K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-48- 34.78% |
$2.01K - $2.08K
|
90
$3.86K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-45- 13.04% |
$1.89K - $1.95K
|
300
$12.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
58.3KNew |
$2.45M - $2.53M
|
58.3K
$2.5M
|
|