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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$584K - $607K
|
14.4K
$618K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.81K- 37.99% |
$236K - $245K
|
9.48K
$408K
|
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-50.6K- 29.41% |
$2.06M - $2.14M
|
121K
$5.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-163- 2.39% |
$6.63K - $6.88K
|
6.65K
$286K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
501New |
$20.4K - $21.1K
|
501
$21.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
39New |
$1.59K - $1.65K
|
39
$1.68K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9K- 61.26% |
$366K - $380K
|
5.69K
$245K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-765- 11.93% |
$31.1K - $32.3K
|
5.65K
$243K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
72+ 109.09% |
$2.93K - $3.04K
|
138
$5.93K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.67KNew |
$230K - $239K
|
5.67K
$244K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6KNew |
$244K - $253K
|
6K
$258K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15.2K- 36.3% |
$619K - $642K
|
26.7K
$1.15M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-73.9K- 79.48% |
$3M - $3.12M
|
19.1K
$820K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
21.7KNew |
$864K - $909K
|
21.7K
$934K
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-95.1K- 95.05% |
$3.78M - $3.98M
|
4.95K
$213K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.02K+ 39.28% |
$200K - $210K
|
17.8K
$765K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
47.7KNew |
$1.9M - $2M
|
47.7K
$2.05M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
646KNew |
$25.7M - $27M
|
646K
$27.8M
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
21.2K+ 126.17% |
$844K - $888K
|
38K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-153- 46.08% |
$6.09K - $6.41K
|
179
$7.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
66.3KNew |
$2.64M - $2.78M
|
66.3K
$2.85M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.2KNew |
$448K - $471K
|
11.2K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
95.7K+ 38.8% |
$3.81M - $4.01M
|
342K
$14.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.51K+ 3261.04% |
$99.9K - $105K
|
2.59K
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-4.54K- 13.4% |
$181K - $190K
|
29.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
27KNew |
$1.08M - $1.13M
|
27K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-61.1K- 8.65% |
$2.43M - $2.56M
|
646K
$27.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-332- 53.9% |
$13.2K - $13.9K
|
284
$12.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.29KNew |
$370K - $389K
|
9.29K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-9.14K- 63.82% |
$364K - $383K
|
5.18K
$223K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
931New |
$37K - $39K
|
931
$40K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16.4KNew |
$652K - $686K
|
16.4K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.18M - $4.4M
|
105K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
36.8KNew |
$1.46M - $1.54M
|
36.8K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
700New |
$27.9K - $29.3K
|
700
$30.1K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
177KNew |
$7.02M - $7.39M
|
177K
$7.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
30.4KNew |
$1.21M - $1.27M
|
30.4K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
119K+ 2613.11% |
$4.74M - $4.98M
|
124K
$5.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
15.1KNew |
$600K - $631K
|
15.1K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.54KNew |
$180K - $190K
|
4.54K
$195K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
30New |
$1.19K - $1.26K
|
30
$1.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
156K+ 1.97% |
$6.22M - $6.54M
|
8.07M
$347M
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.41KNew |
$255K - $268K
|
6.41K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
133KNew |
$5.31M - $5.58M
|
133K
$5.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.35K - $1.42K
|
34
$1.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
483New |
$19.2K - $20.2K
|
483
$20.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
63KNew |
$2.51M - $2.64M
|
63K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$39.8 - $41.9
|
1
$43
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
76.8K+ 1482.39% |
$3.06M - $3.22M
|
82K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
51.3KNew |
$2.04M - $2.15M
|
51.3K
$2.21M
|
|