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 |
---|---|---|---|---|---|---|---|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
12+ 0.18% |
$500 - $508
|
6.76K
$291K
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
13.5KNew |
$563K - $572K
|
13.5K
$581K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-87.4K- 75.98% |
$3.64M - $3.7M
|
27.6K
$1.19M
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-357- 6.73% |
$14.9K - $15.1K
|
4.95K
$213K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
240+ 1.13% |
$9.99K - $10.2K
|
21.4K
$920K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
451New |
$18.8K - $19.1K
|
451
$19.4K
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
684New |
$28.5K - $28.9K
|
684
$29.4K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
921New |
$38.4K - $39K
|
921
$39.6K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-200- 93.02% |
$8.33K - $8.46K
|
15
$645
|
|
Q1 2024 | |||||||
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1.1K- 58.6% |
$46.2K - $46.9K
|
777
$33.4K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-105Closed |
$4.41K - $4.48K
|
0
$0
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.47K+ 1.87% |
$61.5K - $62.5K
|
79.8K
$3.43M
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.68KNew |
$406K - $412K
|
9.68K
$416K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
21.7KNew |
$912K - $926K
|
21.7K
$934K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.56KNew |
$275K - $280K
|
6.56K
$282K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
280New |
$11.8K - $11.9K
|
280
$12K
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
159New |
$6.67K - $6.78K
|
159
$6.84K
|
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1MNew |
$42M - $42.6M
|
1M
$43M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.06K- 1.28% |
$44.6K - $45.3K
|
81.8K
$3.52M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.12K+ 82.22% |
$257K - $261K
|
13.6K
$583K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.9K+ 55.79% |
$1.34M - $1.36M
|
89K
$3.83M
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
SELL
|
- |
-2.95K- 8.98% |
$124K - $126K
|
29.9K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.83KNew |
$119K - $121K
|
2.83K
$122K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.94K- 1.11% |
$81.6K - $82.8K
|
174K
$7.46M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
116K+ 233.9% |
$4.86M - $4.94M
|
165K
$7.11M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$420 - $426
|
10
$430
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
41.4KNew |
$1.74M - $1.76M
|
41.4K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.17KNew |
$49.1K - $49.8K
|
1.17K
$50.3K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
164New |
$6.88K - $6.99K
|
164
$7.05K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.35KNew |
$266K - $270K
|
6.35K
$273K
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.9KNew |
$963K - $978K
|
22.9K
$987K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.41KNew |
$227K - $231K
|
5.41K
$233K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
74New |
$3.11K - $3.15K
|
74
$3.18K
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-47.2K- 43.08% |
$1.98M - $2.01M
|
62.4K
$2.68M
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$207K - $210K
|
4.93K
$212K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23+ 2.32% |
$966 - $980
|
1.01K
$43.6K
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.4M - $4.47M
|
105K
$4.51M
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1New |
$42 - $42.6
|
1
$43
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.74% |
$1.47K - $1.49K
|
4.71K
$202K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
187K+ 40.05% |
$7.87M - $7.99M
|
656K
$28.2M
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120New |
$5.04K - $5.12K
|
120
$5.16K
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-252- 2.02% |
$10.6K - $10.7K
|
12.2K
$525K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-2.19K- 19.55% |
$91.8K - $93.2K
|
9K
$387K
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
52.4K+ 68.99% |
$2.2M - $2.23M
|
128K
$5.52M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$645K - $655K
|
15.4K
$660K
|
|
May 03, 2024
Q1 2024
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-260K- 32.86% |
$10.9M - $11.1M
|
531K
$22.8M
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 14.4% |
$46.2K - $46.9K
|
6.54K
$281K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$966 - $980
|
23
$989
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
11.4KNew |
$480K - $487K
|
11.4K
$491K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.75K- 15.93% |
$73.5K - $74.6K
|
9.23K
$397K
|