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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.63K+ 3.07% |
$112K - $114K
|
88.4K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.08K+ 13.7% |
$173K - $177K
|
33.9K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-8.82K- 2.73% |
$374K - $382K
|
314K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-59- 2.38% |
$2.5K - $2.55K
|
2.42K
$104K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5.47KNew |
$232K - $237K
|
5.47K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-554- 1.31% |
$23.5K - $24K
|
41.7K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
60KNew |
$2.54M - $2.6M
|
60K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72- 3.21% |
$3.05K - $3.12K
|
2.17K
$93.1K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
130+ 1.23% |
$5.51K - $5.63K
|
10.7K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
133K+ 11.39% |
$5.63M - $5.75M
|
1.3M
$55.7M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.3M- 35.1% |
$55.1M - $56.3M
|
2.4M
$103M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.31KNew |
$140K - $143K
|
3.31K
$142K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-127K- 63.59% |
$5.37M - $5.48M
|
72.5K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-16.7K- 23.04% |
$710K - $725K
|
55.9K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.26K- 2.25% |
$53.4K - $54.6K
|
54.8K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-869- 0.5% |
$36.8K - $37.6K
|
174K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
383+ 1.37% |
$16.2K - $16.6K
|
28.3K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-44.6K- 42.02% |
$1.89M - $1.93M
|
61.6K
$2.64M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-42- 0.45% |
$1.78K - $1.82K
|
9.28K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
41.3KNew |
$1.75M - $1.79M
|
41.3K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
189+ 1.39% |
$8.01K - $8.18K
|
13.8K
$593K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 1.46% |
$432K - $441K
|
710K
$30.4M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
3.03K+ 19.43% |
$128K - $131K
|
18.6K
$798K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
850+ 7.96% |
$36K - $36.8K
|
11.5K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.03K+ 14.15% |
$171K - $174K
|
32.5K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
16.4K+ 2.12% |
$694K - $708K
|
788K
$33.8M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
22K+ 91.88% |
$931K - $951K
|
45.9K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-8.75K- 53.42% |
$371K - $378K
|
7.62K
$327K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.2K+ 11.91% |
$432K - $441K
|
95.8K
$4.1M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
280New |
$11.9K - $12.1K
|
280
$12K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.8K+ 3.35% |
$456K - $466K
|
332K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-347- 5.63% |
$14.7K - $15K
|
5.82K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
44+ 733.33% |
$1.86K - $1.9K
|
50
$2.14K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
101K+ 5.31% |
$4.26M - $4.35M
|
1.99M
$85.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 1.42% |
$212 - $216
|
358
$15.3K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.12K+ 19.14% |
$47.4K - $48.4K
|
6.97K
$299K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114K+ 90.66% |
$4.83M - $4.93M
|
240K
$10.3M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
450K+ 67.51% |
$19.1M - $19.5M
|
1.12M
$47.9M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15KNew |
$634K - $648K
|
15K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50+ 1.99% |
$2.12K - $2.16K
|
2.56K
$110K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-7.42K- 46.96% |
$315K - $321K
|
8.38K
$359K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
21.3K+ 29.29% |
$902K - $921K
|
93.9K
$4.03M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.3K+ 7.1% |
$647K - $661K
|
230K
$9.87M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
290K+ 83.08% |
$12.3M - $12.6M
|
640K
$27.4M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
110+ 1.91% |
$4.66K - $4.76K
|
5.86K
$251K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
175+ 2.61% |
$7.42K - $7.57K
|
6.88K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
6.85K+ 3.13% |
$290K - $297K
|
226K
$9.68M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.6K+ 7.92% |
$1.55M - $1.58M
|
498K
$21.4M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-111- 0.4% |
$4.7K - $4.8K
|
27.8K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5.6K+ 100.77% |
$237K - $242K
|
11.1K
$478K
|