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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.99K- 25.39% |
$81.6K - $83.1K
|
5.86K
$252K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.7KNew |
$930K - $947K
|
22.7K
$977K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.72K+ 2.48% |
$111K - $113K
|
113K
$4.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-315- 1.94% |
$12.9K - $13.1K
|
15.9K
$685K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 12.62% |
$46.7K - $47.6K
|
7.9K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
10.1K+ 7.89% |
$413K - $421K
|
138K
$5.94M
|
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
482+ 2.0% |
$19.7K - $20.1K
|
24.6K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.8K- 42.97% |
$196K - $200K
|
6.36K
$274K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-16.6K- 38.57% |
$680K - $693K
|
26.5K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-2.82K- 34.57% |
$115K - $118K
|
5.34K
$230K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 15.32% |
$106K - $108K
|
14.3K
$616K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-124- 2.18% |
$5.07K - $5.17K
|
5.57K
$239K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
181New |
$7.4K - $7.54K
|
181
$7.78K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2K- 11.9% |
$81.8K - $83.4K
|
14.8K
$636K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
174+ 1.89% |
$7.12K - $7.25K
|
9.38K
$403K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-567- 9.28% |
$23.2K - $23.6K
|
5.54K
$238K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 33.33% |
$1.23K - $1.25K
|
60
$2.58K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-732- 53.28% |
$29.9K - $30.5K
|
642
$27.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-152- 2.92% |
$6.22K - $6.34K
|
5.05K
$217K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.2KNew |
$294K - $300K
|
7.2K
$310K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-97- 57.74% |
$3.97K - $4.04K
|
71
$3.05K
|
|
| Q2 2023 | |||||||
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-4.75K- 31.69% |
$194K - $197K
|
10.2K
$440K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.31KClosed |
$53.2K - $54.2K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 6.29% |
$2.87M - $2.92M
|
1.05M
$45M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.6K- 67.1% |
$842K - $857K
|
10.1K
$435K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
113New |
$4.61K - $4.7K
|
113
$4.86K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7K- 58.33% |
$286K - $291K
|
5K
$215K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.2KNew |
$904K - $921K
|
22.2K
$953K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194+ 1.91% |
$7.92K - $8.06K
|
10.4K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.51K- 44.32% |
$184K - $187K
|
5.66K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.48KNew |
$224K - $228K
|
5.48K
$235K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 78.84% |
$64.7K - $65.9K
|
426
$18.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.7KNew |
$1.38M - $1.4M
|
33.7K
$1.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.17KNew |
$211K - $215K
|
5.17K
$222K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.7K+ 2.05% |
$1.05M - $1.07M
|
1.28M
$55.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.83KNew |
$278K - $284K
|
6.83K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
488New |
$19.9K - $20.3K
|
488
$21K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 94.47% |
$51.6K - $52.5K
|
74
$3.18K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-525- 8.19% |
$21.4K - $21.8K
|
5.89K
$253K
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 2.85% |
$513K - $523K
|
454K
$19.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
41New |
$1.67K - $1.7K
|
41
$1.76K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.27K- 54.86% |
$215K - $219K
|
4.34K
$186K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.08K- 9.04% |
$85K - $86.5K
|
21K
$901K
|
|
|
Aug 07, 2023
Q2 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.34M+ 36.07% |
$54.8M - $55.8M
|
5.07M
$218M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-43- 0.8% |
$1.75K - $1.79K
|
5.32K
$228K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
757+ 1.27% |
$30.9K - $31.5K
|
60.2K
$2.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.35KNew |
$259K - $264K
|
6.35K
$273K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.06K+ 5.29% |
$288K - $293K
|
141K
$6.05M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5- 0.06% |
$204 - $208
|
7.87K
$339K
|
|