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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-520- 39.54% |
$20.9K - $22.9K
|
795
$33.6K
|
|
|
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
$3.09K
|
|
|
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
$22.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.24KNew |
$292K - $319K
|
7.24K
$306K
|
|
|
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
$331K
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-280- 4.78% |
$11.3K - $12.3K
|
5.58K
$236K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
212New |
$8.54K - $9.33K
|
212
$8.97K
|
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-454- 1.35% |
$18.3K - $20K
|
33.3K
$1.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Abrdn PLC
|
SELL
|
- |
-176KClosed |
$7.08M - $7.74M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-950KClosed |
$38.2M - $41.8M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-810- 8.45% |
$32.6K - $35.7K
|
8.78K
$371K
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-6.18KClosed |
$249K - $272K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.14KClosed |
$167K - $182K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
153New |
$6.16K - $6.74K
|
153
$6.47K
|
|
|
Aug 02, 2022
Q2 2022
|
Value Monitoring, Inc.
|
SELL
|
- |
-36.6KClosed |
$1.48M - $1.61M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-69.5KClosed |
$2.8M - $3.06M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-4.74KClosed |
$191K - $209K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Capital Group, LLC
|
BUY
|
- |
32.4KNew |
$1.3M - $1.42M
|
32.4K
$1.37M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
25.2KNew |
$1.01M - $1.11M
|
25.2K
$1.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
1.22KNew |
$49K - $53.6K
|
1.22K
$51.5K
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-8.47KClosed |
$341K - $373K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
21.9KNew |
$882K - $964K
|
21.9K
$927K
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.37K+ 24.01% |
$55K - $60.1K
|
7.05K
$298K
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
5.01KNew |
$202K - $221K
|
5.01K
$212K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-174- 0.64% |
$7.01K - $7.66K
|
26.8K
$1.14M
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-221- 2.94% |
$8.9K - $9.73K
|
7.29K
$308K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-459- 5.55% |
$18.5K - $20.2K
|
7.82K
$331K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-13.1KClosed |
$529K - $578K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-10.8KClosed |
$435K - $475K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
82+ 3.73% |
$3.3K - $3.61K
|
2.28K
$96.5K
|
|
|
Jul 21, 2022
Q2 2022
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.63K+ 0.99% |
$65.6K - $71.8K
|
166K
$7.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
455New |
$18.3K - $20K
|
455
$19.3K
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$4.03K - $4.4K
|
100
$4.23K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
122New |
$4.91K - $5.37K
|
122
$5.16K
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
23.4KNew |
$941K - $1.03M
|
23.4K
$989K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-4.88KClosed |
$197K - $215K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-654Closed |
$26.3K - $28.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
44.5KNew |
$1.79M - $1.96M
|
44.5K
$1.88M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-13.3KClosed |
$536K - $586K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25.6KNew |
$1.03M - $1.13M
|
25.6K
$1.08M
|
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-650Closed |
$26.2K - $28.6K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-34.3KClosed |
$1.38M - $1.51M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-7Closed |
$301 - $317
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Exelon Corp
Chicago, IL |
SELL
|
- |
-840KClosed |
$36.1M - $38M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-34.7KClosed |
$1.49M - $1.57M
|
0
$0
|
|