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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2021
Q1 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-5.08KClosed |
$230K - $232K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-5.39KClosed |
$244K - $247K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-375Closed |
$17K - $17.2K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.67KClosed |
$212K - $214K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.5KClosed |
$294K - $298K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.8KClosed |
$533K - $540K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-4.87KClosed |
$221K - $223K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-54Closed |
$2.45K - $2.47K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3.16KClosed |
$143K - $145K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-308- 13.32% |
$13.9K - $14.1K
|
2K
$85.4K
|
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-1.36KClosed |
$61.4K - $62.2K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-23KClosed |
$1.04M - $1.06M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
First Merchants Corp
|
SELL
|
- |
-5.43KClosed |
$246K - $249K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Mcia Inc
|
SELL
|
- |
-62.4KClosed |
$2.82M - $2.86M
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
SELL
|
- |
-44- 62.86% |
$1.99K - $2.02K
|
26
$1.11K
|
|
|
Apr 12, 2021
Q1 2021
|
Prosperity Planning, Inc.
|
SELL
|
- |
-2.55KClosed |
$115K - $117K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-4.76KClosed |
$215K - $218K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-33.4KClosed |
$1.46M - $1.52M
|
0
$0
|
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
4.27K+ 18.31% |
$187K - $194K
|
27.6K
$1.17M
|
|
|
Feb 19, 2021
Q4 2020
|
Uma Financial Services, Inc.
|
SELL
|
- |
-42.2KClosed |
$1.84M - $1.92M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-550KClosed |
$24M - $25M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-10.5KClosed |
$459K - $477K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-422Closed |
$18.4K - $19.2K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-905Closed |
$39.6K - $41.1K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-5.09KClosed |
$222K - $231K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-6.99KClosed |
$306K - $318K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Element Wealth, LLC
|
BUY
|
- |
50New |
$2.19K - $2.27K
|
50
$2.13K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
291New |
$12.7K - $13.2K
|
291
$12.4K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-4.53KClosed |
$198K - $206K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-7.33KClosed |
$321K - $333K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Fluent Financial, LLC
|
SELL
|
- |
-13.6KClosed |
$594K - $618K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-99Closed |
$4.33K - $4.5K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-6.91KClosed |
$302K - $314K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.81KClosed |
$254K - $264K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Sep 01, 2021
Q3 2020
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-345Closed |
$14.8K - $15.3K
|
0
$0
|
|
|
Dec 07, 2020
Q3 2020
|
Partners Value Investments LP
Toronto, A6 |
BUY
|
- |
114K+ 89.98% |
$4.89M - $5.08M
|
241K
$10.3M
|
|
|
Nov 12, 2020
Q3 2020
|
Mattern Wealth Management LLC
|
SELL
|
- |
-34.6KClosed |
$1.48M - $1.54M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-708Closed |
$30.3K - $31.5K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Red Cedar Capital, LLC
|
BUY
|
- |
10+ 0.44% |
$428 - $445
|
2.3K
$97.9K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
78.2KNew |
$3.35M - $3.48M
|
78.2K
$3.33M
|
|
|
Oct 19, 2020
Q3 2020
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-141Closed |
$6.04K - $6.27K
|
0
$0
|
|
|
Oct 09, 2020
Q3 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-313Closed |
$13.4K - $13.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.65K- 59.06% |
$183K - $204K
|
3.22K
$137K
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.24KClosed |
$128K - $142K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-246Closed |
$9.69K - $10.8K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-271Closed |
$10.7K - $11.9K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-12.2KClosed |
$481K - $535K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.39KClosed |
$54.6K - $60.8K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Darwin Advisors, LLC
|
SELL
|
- |
-38Closed |
$1.5K - $1.67K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.26KClosed |
$49.5K - $55.1K
|
0
$0
|
|