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 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
480+ 29.0% |
$20.3K - $20.8K
|
2.14K
$91.5K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 916.44% |
$1.32M - $1.35M
|
34.6K
$1.48M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22K- 11.52% |
$934K - $954K
|
169K
$7.26M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
537K+ 6.25% |
$22.8M - $23.2M
|
9.14M
$392M
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.43K+ 10.18% |
$145K - $148K
|
37.1K
$1.59M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
120+ 0.85% |
$5.09K - $5.19K
|
14.2K
$610K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-750- 11.28% |
$31.8K - $32.5K
|
5.9K
$253K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.46K- 2.28% |
$104K - $106K
|
105K
$4.51M
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
32.1K+ 11.99% |
$1.36M - $1.39M
|
300K
$12.9M
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
818+ 41.61% |
$34.7K - $35.4K
|
2.78K
$119K
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.25K+ 4.88% |
$350K - $357K
|
177K
$7.6M
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.17K+ 22.86% |
$389K - $397K
|
49.3K
$2.11M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.35K+ 20.91% |
$227K - $232K
|
31K
$1.33M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.12K- 11.51% |
$47.6K - $48.6K
|
8.63K
$370K
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.91K- 9.65% |
$81.1K - $82.8K
|
17.9K
$768K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14.5KNew |
$615K - $628K
|
14.5K
$622K
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.99K+ 31.99% |
$296K - $303K
|
28.9K
$1.24M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.09K+ 6.27% |
$46.2K - $47.2K
|
18.5K
$793K
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
265+ 2.48% |
$11.2K - $11.5K
|
10.9K
$469K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.6K+ 20.8% |
$744K - $760K
|
102K
$4.37M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-159K- 71.57% |
$6.73M - $6.88M
|
63.1K
$2.7M
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
21.5KNew |
$913K - $932K
|
21.5K
$923K
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
196+ 2.99% |
$8.31K - $8.48K
|
6.76K
$290K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.2K+ 12.22% |
$898K - $918K
|
195K
$8.34M
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.14K- 3.5% |
$218K - $223K
|
142K
$6.08M
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
10.6K+ 56.71% |
$451K - $460K
|
29.4K
$1.26M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
768+ 0.7% |
$32.5K - $33.2K
|
111K
$4.76M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.38K- 30.13% |
$185K - $189K
|
10.1K
$435K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
27+ 6.77% |
$1.14K - $1.17K
|
426
$18.3K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.77K+ 2.06% |
$414K - $423K
|
483K
$20.7M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.82KNew |
$204K - $209K
|
4.82K
$207K
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
5.24KNew |
$222K - $227K
|
5.24K
$225K
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-545- 74.25% |
$23.1K - $23.6K
|
189
$8.1K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-95- 1.11% |
$4.03K - $4.11K
|
8.47K
$363K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.33K- 9.3% |
$56.4K - $57.6K
|
13K
$556K
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
133+ 2.11% |
$5.64K - $5.76K
|
6.43K
$276K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 62.37% |
$1.09M - $1.11M
|
66.7K
$2.86M
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-415- 3.8% |
$17.6K - $18K
|
10.5K
$451K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
522K+ 29.66% |
$22.1M - $22.6M
|
2.28M
$97.8M
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.47K- 6.64% |
$232K - $237K
|
76.9K
$3.29M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
267+ 2.18% |
$11.3K - $11.6K
|
12.5K
$536K
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-32.8K- 97.65% |
$1.39M - $1.42M
|
790
$33.9K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.51K+ 11.47% |
$106K - $109K
|
24.4K
$1.04M
|
|
May 07, 2025
Q1 2025
|
Arch Capital Group Ltd.
|
BUY
|
- |
1.53MNew |
$64.9M - $66.3M
|
1.53M
$65.6M
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
105New |
$4.45K - $4.54K
|
105
$4.5K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-921- 3.97% |
$39K - $39.9K
|
22.3K
$954K
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.27KNew |
$266K - $272K
|
6.27K
$269K
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 1.74% |
$75.6K - $77.3K
|
104K
$4.46M
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.49K- 3.69% |
$190K - $194K
|
117K
$5.03M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.23KNew |
$221K - $226K
|
5.23K
$224K
|