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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2020
Q2 2020
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-548Closed |
$21.6K - $24K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-7.79KClosed |
$307K - $341K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-209Closed |
$8.23K - $9.16K
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Townsend & Associates, Inc
|
SELL
|
- |
-5.67KClosed |
$223K - $248K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-12.2KClosed |
$479K - $533K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Moneywise, Inc.
|
SELL
|
- |
-9.76KClosed |
$385K - $428K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-17.1KClosed |
$675K - $751K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-24.7KClosed |
$925K - $1.15M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Retirement Capital Strategies
|
SELL
|
- |
-102KClosed |
$3.84M - $4.78M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-6.52KClosed |
$245K - $304K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-13.1KClosed |
$493K - $613K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Banco Santander, S.A.
|
SELL
|
- |
-78.7KClosed |
$2.95M - $3.68M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Copperwynd Financial, LLC
|
SELL
|
- |
-6.96KClosed |
$261K - $325K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-221Closed |
$8.3K - $10.3K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-16.2KClosed |
$606K - $755K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-479Closed |
$18K - $22.4K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Heritage Wealth Advisors
|
SELL
|
- |
-3.44KClosed |
$129K - $161K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.09KClosed |
$154K - $191K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Wp Advisors, LLC
|
SELL
|
- |
-185KClosed |
$6.96M - $8.66M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Bt Wealth Management LLC
|
SELL
|
- |
-7.79KClosed |
$292K - $364K
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Trilogy Capital Inc.
|
SELL
|
- |
-127KClosed |
$4.77M - $5.94M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Occidental Asset Management, LLC
|
SELL
|
- |
-209KClosed |
$7.83M - $9.74M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-20.1KClosed |
$755K - $940K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Iron Financial, LLC
|
SELL
|
- |
-217KClosed |
$8.14M - $10.1M
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-31.3KClosed |
$1.18M - $1.46M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 30, 2024
Q4 2019
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.4KClosed |
$110K - $112K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.8KClosed |
$312K - $316K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-611- 9.97% |
$28K - $28.4K
|
5.52K
$237K
|
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-40Closed |
$1.83K - $1.86K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-218Closed |
$9.99K - $10.1K
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.21KClosed |
$101K - $103K
|
0
$0
|
|
|
Jan 10, 2020
Q4 2019
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-5.23KClosed |
$240K - $243K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-40.1KClosed |
$1.84M - $1.87M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-1.77KClosed |
$81.2K - $82.6K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-21.4KClosed |
$981K - $997K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-345Closed |
$15.8K - $16.1K
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Hartford Financial Management Inc.
|
SELL
|
- |
-20Closed |
$918 - $934
|
0
$0
|
|
|
Oct 28, 2019
Q3 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-108Closed |
$4.96K - $5.04K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-3.12KClosed |
$143K - $146K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 16, 2019
Q2 2019
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-6.97KClosed |
$319K - $327K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.43KClosed |
$65.5K - $67.1K
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.1KClosed |
$50.1K - $51.3K
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Enterprise Trust & Investment CO
|
BUY
|
- |
639New |
$29.2K - $29.9K
|
639
$27.4K
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-275Closed |
$12.6K - $12.9K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.34KClosed |
$107K - $110K
|
0
$0
|
|
|
Jul 18, 2019
Q2 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.5KClosed |
$68.6K - $70.3K
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.93KClosed |
$363K - $372K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-42Closed |
$1.87K - $1.96K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-67.5KClosed |
$3M - $3.15M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-885Closed |
$39.4K - $41.3K
|
0
$0
|
|