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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.04K+ 16.11% |
$44K - $44.9K
|
7.48K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.03K+ 3.62% |
$86.1K - $87.9K
|
58.2K
$2.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 7.76% |
$106K - $108K
|
34.7K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.8K- 44.49% |
$499K - $510K
|
14.7K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.43K+ 15.98% |
$272K - $278K
|
46.6K
$1.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.31KNew |
$395K - $403K
|
9.31K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
198+ 3.19% |
$8.39K - $8.57K
|
6.4K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.55K+ 8.8% |
$193K - $197K
|
56.3K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-717- 1.58% |
$30.4K - $31K
|
44.5K
$1.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-400- 6.1% |
$17K - $17.3K
|
6.16K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-374- 1.99% |
$15.9K - $16.2K
|
18.4K
$778K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 9.32% |
$127K - $129K
|
35.1K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.51K- 6.91% |
$106K - $109K
|
33.8K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
356+ 2.52% |
$15.1K - $15.4K
|
14.5K
$612K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42K+ 5.33% |
$103K - $105K
|
47.8K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
11.9K+ 20.73% |
$504K - $515K
|
69.2K
$2.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-32- 0.53% |
$1.36K - $1.38K
|
6K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$1.02K - $1.04K
|
24
$1.02K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 19.68% |
$1.5M - $1.53M
|
215K
$9.12M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-471- 7.9% |
$20K - $20.4K
|
5.49K
$232K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 11.38% |
$116K - $118K
|
26.7K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-200- 1.15% |
$8.48K - $8.66K
|
17.2K
$727K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.55K+ 5.46% |
$193K - $197K
|
88K
$3.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.13K+ 3.88% |
$47.8K - $48.8K
|
30.2K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.7K- 16.58% |
$72K - $73.5K
|
8.54K
$361K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-96- 0.08% |
$4.07K - $4.15K
|
118K
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.03K+ 2.16% |
$43.5K - $44.4K
|
48.5K
$2.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
762+ 8.18% |
$32.3K - $33K
|
10.1K
$426K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.88K+ 10.99% |
$79.5K - $81.2K
|
19K
$802K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.1K- 41.59% |
$1.15M - $1.17M
|
38.1K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
10.9K+ 15.62% |
$463K - $473K
|
81K
$3.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.27K- 1.23% |
$223K - $228K
|
423K
$17.9M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-934- 12.46% |
$39.6K - $40.4K
|
6.56K
$278K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 1.19% |
$1.23K - $1.26K
|
2.47K
$104K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.08K- 3.32% |
$130K - $133K
|
89.7K
$3.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-488- 78.71% |
$20.7K - $21.1K
|
132
$5.59K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-633- 10.78% |
$26.8K - $27.4K
|
5.24K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-763- 2.18% |
$32.3K - $33K
|
34.2K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.08K+ 19.85% |
$173K - $176K
|
24.6K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-685- 4.96% |
$29K - $29.6K
|
13.1K
$556K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.37KNew |
$227K - $232K
|
5.37K
$227K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.5K- 21.17% |
$63.6K - $64.9K
|
5.58K
$236K
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.71K+ 6.06% |
$115K - $117K
|
47.4K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.8K+ 1.26% |
$541K - $553K
|
1.02M
$43.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.8K+ 107.99% |
$1.09M - $1.12M
|
49.7K
$2.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-9.71K- 40.68% |
$411K - $420K
|
14.2K
$599K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
606+ 12.46% |
$25.7K - $26.2K
|
5.47K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
718+ 8.17% |
$30.4K - $31.1K
|
9.51K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.8KNew |
$1.01M - $1.03M
|
23.8K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.9K- 47.17% |
$1.52M - $1.56M
|
40.3K
$1.7M
|