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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
116K+ 233.9% |
$4.86M - $4.94M
|
165K
$7.08M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10New |
$420 - $426
|
10
$429
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
41.4KNew |
$1.74M - $1.76M
|
41.4K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.17KNew |
$49.1K - $49.8K
|
1.17K
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.35KNew |
$266K - $270K
|
6.35K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.9KNew |
$963K - $978K
|
22.9K
$984K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.41KNew |
$227K - $231K
|
5.41K
$232K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
74New |
$3.11K - $3.15K
|
74
$3.17K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.93KNew |
$207K - $210K
|
4.93K
$211K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
23+ 2.32% |
$966 - $980
|
1.01K
$43.5K
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.4M - $4.47M
|
105K
$4.49M
|
|
|
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
$28.1M
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
120New |
$5.04K - $5.12K
|
120
$5.14K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-252- 2.02% |
$10.6K - $10.7K
|
12.2K
$524K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-2.19K- 19.55% |
$91.8K - $93.2K
|
9K
$386K
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
52.4K+ 68.99% |
$2.2M - $2.23M
|
128K
$5.5M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$645K - $655K
|
15.4K
$658K
|
|
|
May 03, 2024
Q1 2024
|
Delphi Financial Group, Inc.
|
SELL
|
- |
-260K- 32.86% |
$10.9M - $11.1M
|
531K
$22.7M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.1K- 14.4% |
$46.2K - $46.9K
|
6.54K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
23New |
$966 - $980
|
23
$986
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.49KNew |
$231K - $234K
|
5.49K
$235K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.69K- 40.08% |
$197K - $200K
|
7.01K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-202- 3.49% |
$8.48K - $8.61K
|
5.59K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
169K+ 11.55% |
$7.07M - $7.18M
|
1.63M
$69.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.76KNew |
$200K - $203K
|
4.76K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.34KNew |
$308K - $313K
|
7.34K
$314K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-143- 18.62% |
$6K - $6.1K
|
625
$26.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
37New |
$1.55K - $1.58K
|
37
$1.59K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-555- 1.65% |
$23.3K - $23.7K
|
33K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-161- 46.0% |
$6.76K - $6.86K
|
189
$8.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3- 75.0% |
$126 - $128
|
1
$42.9
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-13.6K- 53.57% |
$570K - $579K
|
11.8K
$504K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
93New |
$3.9K - $3.96K
|
93
$3.99K
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-891- 0.65% |
$37.4K - $38K
|
136K
$5.82M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
57+ 0.87% |
$2.39K - $2.43K
|
6.62K
$284K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
453New |
$19K - $19.3K
|
453
$19.4K
|
|
| Q4 2023 | |||||||
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-82- 42.93% |
$3.3K - $3.48K
|
109
$4.67K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.1KNew |
$1.45M - $1.53M
|
36.1K
$1.55M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
159+ 15900.0% |
$6.39K - $6.75K
|
160
$6.86K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.93KNew |
$278K - $294K
|
6.93K
$297K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 4250.0% |
$34.2K - $36.1K
|
870
$37.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
293New |
$11.8K - $12.4K
|
293
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-939K- 92.12% |
$37.7M - $39.9M
|
80.3K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.71K- 27.43% |
$109K - $115K
|
7.18K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-39- 2.39% |
$1.57K - $1.66K
|
1.59K
$68.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
17New |
$683 - $722
|
17
$729
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
125New |
$5.02K - $5.31K
|
125
$5.36K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
33.2KNew |
$1.34M - $1.41M
|
33.2K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.99KNew |
$200K - $212K
|
4.99K
$214K
|
|