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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
15.2KNew |
$639K - $662K
|
15.2K
$653K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
42+ 0.49% |
$1.76K - $1.82K
|
8.53K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
763+ 1.19% |
$32K - $33.1K
|
64.9K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
395KNew |
$16.6M - $17.2M
|
395K
$16.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
65New |
$2.73K - $2.82K
|
65
$2.79K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-500- 46.3% |
$21K - $21.7K
|
580
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-475- 4.16% |
$19.9K - $20.6K
|
10.9K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-328- 1.93% |
$13.8K - $14.2K
|
16.7K
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-283- 3.6% |
$11.9K - $12.3K
|
7.57K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.72KNew |
$198K - $205K
|
4.72K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
53.4KNew |
$2.24M - $2.32M
|
53.4K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
21.1KNew |
$883K - $914K
|
21.1K
$903K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
SELL
|
- |
-450- 7.94% |
$18.9K - $19.5K
|
5.22K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-223- 2.56% |
$9.35K - $9.68K
|
8.47K
$363K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-19.1K- 32.68% |
$799K - $827K
|
39.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 22.13% |
$6.96K - $7.21K
|
916
$39.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-259K- 75.36% |
$10.8M - $11.2M
|
84.5K
$3.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
27.4KNew |
$1.15M - $1.19M
|
27.4K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Share Andrew L.
Manchester, NH |
SELL
|
- |
-2.39K- 26.12% |
$100K - $104K
|
6.76K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
885New |
$37.1K - $38.4K
|
885
$37.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
304+ 30400.0% |
$12.8K - $13.2K
|
305
$13.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
302New |
$12.7K - $13.1K
|
302
$12.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
2.56KNew |
$107K - $111K
|
2.56K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.94KNew |
$81.4K - $84.2K
|
1.94K
$83.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-172- 21.23% |
$7.22K - $7.47K
|
638
$27.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
407New |
$17.1K - $17.7K
|
407
$17.4K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.74K- 8.85% |
$157K - $162K
|
38.5K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1- 33.33% |
$42 - $43.4
|
2
$85.7
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.46K- 31.13% |
$103K - $107K
|
5.45K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
55+ 72.37% |
$2.31K - $2.39K
|
131
$5.61K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.7KNew |
$197K - $204K
|
4.7K
$201K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
78.8KNew |
$3.3M - $3.42M
|
78.8K
$3.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.58KNew |
$192K - $199K
|
4.58K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.35% |
$1.09K - $1.13K
|
7.52K
$322K
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-17.7K- 67.13% |
$742K - $768K
|
8.67K
$371K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.7K- 2.32% |
$323K - $334K
|
323K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.4K+ 2.13% |
$480K - $497K
|
548K
$23.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$378 - $391
|
9
$386
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
52K+ 13.15% |
$2.18M - $2.26M
|
448K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-179- 2.02% |
$7.51K - $7.77K
|
8.68K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-29.6K- 34.73% |
$1.24M - $1.29M
|
55.7K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
334+ 3.61% |
$14K - $14.5K
|
9.59K
$411K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
65.1KNew |
$2.71M - $2.75M
|
65.1K
$2.79M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
152New |
$6.33K - $6.43K
|
152
$6.51K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.28K- 52.01% |
$95K - $96.6K
|
2.11K
$90.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.4KNew |
$1.18M - $1.2M
|
28.4K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.07K+ 6088.24% |
$86.2K - $87.6K
|
2.1K
$90.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-2- 0.63% |
$83.3 - $84.6
|
313
$13.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.4KNew |
$142K - $144K
|
3.4K
$146K
|
|