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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
30.5KNew |
$1.21M - $1.28M
|
30.5K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.48KNew |
$258K - $271K
|
6.48K
$274K
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$560K - $590K
|
14.1K
$596K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
20.9KNew |
$833K - $877K
|
20.9K
$886K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 2.63% |
$79.6 - $83.7
|
78
$3.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
62.4KNew |
$2.48M - $2.61M
|
62.4K
$2.64M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-28.8K- 39.85% |
$1.14M - $1.2M
|
43.4K
$1.84M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
21.9KNew |
$872K - $917K
|
21.9K
$927K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-56.5K- 67.22% |
$2.25M - $2.37M
|
27.6K
$1.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
26.1KNew |
$1.04M - $1.09M
|
26.1K
$1.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
37New |
$1.47K - $1.55K
|
37
$1.57K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-113- 85.61% |
$4.5K - $4.73K
|
19
$804
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
131KNew |
$5.22M - $5.5M
|
131K
$5.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
145KNew |
$5.76M - $6.06M
|
145K
$6.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
48.3K+ 191.51% |
$1.92M - $2.02M
|
73.5K
$3.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-234- 41.05% |
$9.31K - $9.8K
|
336
$14.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
11.1KNew |
$440K - $463K
|
11.1K
$468K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
224KNew |
$8.9M - $9.36M
|
224K
$9.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
60.2KNew |
$2.4M - $2.52M
|
60.2K
$2.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
74.2K+ 2661.89% |
$2.95M - $3.11M
|
77K
$3.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37.9KNew |
$1.51M - $1.59M
|
37.9K
$1.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$496K - $522K
|
12.5K
$528K
|
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
11.4KNew |
$455K - $479K
|
11.4K
$484K
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
72.4KNew |
$2.88M - $3.03M
|
72.4K
$3.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-29.4K- 40.28% |
$1.17M - $1.23M
|
43.5K
$1.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.58KNew |
$302K - $317K
|
7.58K
$321K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
12.4KNew |
$493K - $519K
|
12.4K
$525K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
381K+ 2101.61% |
$15.2M - $15.9M
|
399K
$16.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.48K- 56.35% |
$258K - $271K
|
5.02K
$212K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
366New |
$14.6K - $15.3K
|
366
$15.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-5.45K- 36.73% |
$217K - $228K
|
9.39K
$397K
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-9K- 35.2% |
$358K - $377K
|
16.6K
$701K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
44.1KNew |
$1.75M - $1.84M
|
44.1K
$1.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
149KNew |
$5.91M - $6.22M
|
149K
$6.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-12.8K- 71.73% |
$510K - $537K
|
5.05K
$214K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
11KNew |
$438K - $460K
|
11K
$465K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
34.2KNew |
$1.36M - $1.43M
|
34.2K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
102K+ 346.35% |
$4.05M - $4.26M
|
131K
$5.55M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
8.09KNew |
$322K - $339K
|
8.09K
$342K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
5.51KNew |
$219K - $231K
|
5.51K
$233K
|
|
|
Jan 17, 2023
Q4 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
32.1K+ 36.95% |
$1.28M - $1.34M
|
119K
$5.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
288New |
$11.5K - $12.1K
|
288
$12.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
25New |
$995 - $1.05K
|
25
$1.06K
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
18.2KNew |
$723K - $760K
|
18.2K
$769K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.81KNew |
$351K - $369K
|
8.81K
$373K
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
5.37KNew |
$214K - $225K
|
5.37K
$227K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
16New |
$637 - $670
|
16
$677
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
13New |
$517 - $544
|
13
$550
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
36.7K+ 50212.33% |
$1.46M - $1.53M
|
36.7K
$1.55M
|