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 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
196KNew |
$7.87M - $8.35M
|
196K
$8.25M
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-8- 27.59% |
$322 - $341
|
21
$885
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.31K- 2.09% |
$52.7K - $55.9K
|
61.3K
$2.58M
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-300- 75.0% |
$12.1K - $12.8K
|
100
$4.22K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.15KNew |
$46.4K - $49.2K
|
1.15K
$48.6K
|
|
Nov 03, 2022
Q3 2022
|
Western Financial Corporation
|
SELL
|
- |
-3.46K- 7.19% |
$139K - $148K
|
44.7K
$1.88M
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-77- 5.45% |
$3.1K - $3.28K
|
1.34K
$56.3K
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.82K+ 4.72% |
$73K - $77.5K
|
40.3K
$1.7M
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-183- 3.47% |
$7.36K - $7.81K
|
5.09K
$215K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-375- 31.25% |
$15.1K - $16K
|
825
$34.8K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-216- 1.14% |
$8.68K - $9.21K
|
18.7K
$787K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-73- 29.32% |
$2.93K - $3.11K
|
176
$7.42K
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
19.2K+ 55.89% |
$773K - $821K
|
53.7K
$2.26M
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-1.6K- 4.4% |
$64.3K - $68.2K
|
34.7K
$1.46M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-800- 36.65% |
$32.2K - $34.1K
|
1.38K
$58.3K
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
677New |
$27.2K - $28.9K
|
677
$28.5K
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
613New |
$24.6K - $26.2K
|
613
$25.8K
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
1.74K+ 0.48% |
$69.9K - $74.1K
|
365K
$15.4M
|
|
Oct 12, 2022
Q3 2022
|
Emerald Advisors, LLC
|
SELL
|
- |
-20K- 54.99% |
$803K - $852K
|
16.3K
$689K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
765New |
$30.8K - $32.6K
|
765
$32.2K
|
|
Oct 03, 2022
Q3 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-5.33KClosed |
$214K - $227K
|
0
$0
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-480Closed |
$19.3K - $21.1K
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-846Closed |
$34.1K - $37.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-198- 92.96% |
$7.97K - $8.72K
|
15
$632
|
|
Aug 15, 2022
Q2 2022
|
Vericrest Private Wealth
Newtown, PA |
SELL
|
- |
-1.71K- 2.23% |
$68.7K - $75.1K
|
74.8K
$3.15M
|
|
Aug 15, 2022
Q2 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-277K- 53.42% |
$11.1M - $12.2M
|
241K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.18K+ 8.21% |
$289K - $316K
|
94.6K
$3.99M
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-366Closed |
$14.7K - $16.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$242 - $264
|
6
$253
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-42- 43.3% |
$1.69K - $1.85K
|
55
$2.32K
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-48.4KClosed |
$1.95M - $2.13M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.84KClosed |
$195K - $213K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.32KClosed |
$53K - $57.9K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-1K- 15.67% |
$40.3K - $44K
|
5.38K
$227K
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-520- 39.54% |
$20.9K - $22.9K
|
795
$33.5K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-29Closed |
$1.17K - $1.28K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.4KClosed |
$860K - $940K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-4.79KClosed |
$193K - $211K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-187Closed |
$7.53K - $8.23K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
12+ 19.67% |
$483 - $528
|
73
$3.08K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-6.95KClosed |
$280K - $306K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-188K- 26.33% |
$7.59M - $8.29M
|
527K
$22.2M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$292K - $319K
|
7.24K
$305K
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-33.1KClosed |
$1.33M - $1.46M
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.82KNew |
$315K - $344K
|
7.82K
$330K
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-280- 4.78% |
$11.3K - $12.3K
|
5.58K
$235K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
212New |
$8.54K - $9.33K
|
212
$8.94K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-454- 1.35% |
$18.3K - $20K
|
33.3K
$1.4M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
171+ 3.39% |
$6.89K - $7.53K
|
5.21K
$220K
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
SELL
|
- |
-176KClosed |
$7.08M - $7.74M
|
0
$0
|