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 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 83.14% |
$76.7K - $78.1K
|
381
$16.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.37KNew |
$260K - $265K
|
6.37K
$274K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.63K- 71.59% |
$66.3K - $67.5K
|
645
$27.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 25.0% |
$2.65K - $2.7K
|
325
$14K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.17K- 54.42% |
$333K - $339K
|
6.84K
$294K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.6K+ 6.91% |
$106K - $108K
|
40.2K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
400K+ 200.0% |
$16.3M - $16.6M
|
600K
$25.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 2.21% |
$4.77K - $4.86K
|
5.17K
$222K
|
|
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
1.36MNew |
$55.5M - $56.5M
|
1.36M
$58.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.57% |
$3.47K - $3.53K
|
5.35K
$230K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
152New |
$6.2K - $6.32K
|
152
$6.53K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
373+ 3.03% |
$15.2K - $15.5K
|
12.7K
$546K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-32.6K- 64.09% |
$1.33M - $1.36M
|
18.3K
$786K
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$40.8 - $41.6
|
7.38K
$317K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.41% |
$19.7K - $20.1K
|
8.02K
$345K
|
|
| Q1 2023 | |||||||
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
327New |
$13.3K - $13.8K
|
327
$14.1K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.02KNew |
$326K - $338K
|
8.02K
$345K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
284New |
$11.5K - $12K
|
284
$12.2K
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25.7KClosed |
$1.04M - $1.08M
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.7K- 5.89% |
$961K - $998K
|
378K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$541K - $561K
|
13.3K
$572K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-383- 7.11% |
$15.6K - $16.2K
|
5K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.59K- 95.36% |
$146K - $152K
|
175
$7.52K
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
208KNew |
$8.47M - $8.8M
|
208K
$8.96M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.97K+ 7.01% |
$121K - $125K
|
45.4K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.86K- 63.58% |
$116K - $121K
|
1.64K
$70.3K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12+ 14.29% |
$488 - $506
|
96
$4.13K
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.18K+ 24.15% |
$129K - $134K
|
16.3K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.46K- 12.61% |
$59.3K - $61.6K
|
10.1K
$435K
|
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-60.5KClosed |
$2.46M - $2.55M
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.06K+ 8.06% |
$165K - $171K
|
54.5K
$2.34M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
33.2KNew |
$1.35M - $1.4M
|
33.2K
$1.43M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
692New |
$28.1K - $29.2K
|
692
$29.7K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
729KNew |
$29.6M - $30.7M
|
729K
$31.3M
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
348New |
$14.1K - $14.7K
|
348
$15K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
187New |
$7.6K - $7.89K
|
187
$8.04K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-84- 6.68% |
$3.41K - $3.54K
|
1.17K
$50.5K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30K- 83.17% |
$1.22M - $1.27M
|
6.07K
$261K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
41.6KNew |
$1.69M - $1.76M
|
41.6K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
3.07MNew |
$125M - $130M
|
3.07M
$132M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
23K+ 40.23% |
$933K - $969K
|
80K
$3.44M
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.92K- 25.22% |
$77.8K - $80.8K
|
5.68K
$244K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
15New |
$610 - $633
|
15
$645
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
845New |
$34.3K - $35.7K
|
845
$36.3K
|
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.15KNew |
$209K - $217K
|
5.15K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
296New |
$12K - $12.5K
|
296
$12.7K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21K- 99.86% |
$855K - $887K
|
30
$1.29K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-12K- 21.0% |
$488K - $507K
|
45.2K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
346New |
$14.1K - $14.6K
|
346
$14.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.57K+ 4.37% |
$145K - $151K
|
85.3K
$3.67M
|
|