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 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
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-719- 1.67% |
$30.5K - $31.1K
|
42.3K
$1.81M
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.87K- 7.76% |
$121K - $124K
|
34.1K
$1.46M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.9K- 56.19% |
$335K - $342K
|
6.16K
$264K
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
182+ 0.8% |
$7.71K - $7.88K
|
23K
$986K
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
215New |
$9.11K - $9.31K
|
215
$9.21K
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-27K- 14.05% |
$1.14M - $1.17M
|
165K
$7.08M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-14.4K- 43.5% |
$612K - $625K
|
18.7K
$803K
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.25KNew |
$222K - $227K
|
5.25K
$225K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 0.02% |
$1.44K - $1.47K
|
155K
$6.64M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 22.78% |
$7.17M - $7.32M
|
912K
$39.1M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
47KNew |
$1.99M - $2.03M
|
47K
$2.01M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.6K- 0.86% |
$280K - $285K
|
763K
$32.7M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.68M+ 20.33% |
$71.4M - $72.9M
|
9.97M
$427M
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
465+ 0.97% |
$19.7K - $20.1K
|
48.2K
$2.07M
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2+ 0.01% |
$84.8 - $86.6
|
20.8K
$892K
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.72K- 12.79% |
$72.9K - $74.5K
|
11.7K
$503K
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.46K+ 37.83% |
$147K - $150K
|
12.6K
$541K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.7K+ 14.67% |
$114K - $117K
|
21.1K
$904K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4K- 4.71% |
$170K - $173K
|
80.9K
$3.47M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.3K+ 18.57% |
$481K - $491K
|
72.4K
$3.1M
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.61K+ 3.69% |
$365K - $373K
|
242K
$10.4M
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 8.43% |
$79.9K - $81.6K
|
24.2K
$1.04M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 58.44% |
$587K - $600K
|
37.6K
$1.61M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 9.07% |
$72.1K - $73.6K
|
20.5K
$877K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 9.38% |
$55.9K - $57.1K
|
15.4K
$659K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.84KNew |
$290K - $296K
|
6.84K
$293K
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-116- 1.53% |
$4.92K - $5.02K
|
7.45K
$319K
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
76.3K+ 22.75% |
$3.23M - $3.3M
|
412K
$17.7M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.8K+ 38.85% |
$331K - $338K
|
27.9K
$1.19M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
122K+ 5.4% |
$5.17M - $5.28M
|
2.38M
$102M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.62K+ 446.91% |
$153K - $157K
|
4.43K
$190K
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
13.1K+ 205.9% |
$553K - $565K
|
19.4K
$832K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-736- 10.59% |
$31.2K - $31.9K
|
6.21K
$266K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
42.8K+ 32.53% |
$1.81M - $1.85M
|
174K
$7.47M
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8.42K+ 7.17% |
$357K - $364K
|
126K
$5.4M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
397+ 1.08% |
$16.8K - $17.2K
|
37.2K
$1.6M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-361- 71.34% |
$15.3K - $15.6K
|
145
$6.21K
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-160- 1.84% |
$6.78K - $6.92K
|
8.53K
$366K
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-275- 3.44% |
$11.7K - $11.9K
|
7.71K
$330K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
$149K - $152K
|
3.51K
$150K
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
447+ 0.3% |
$18.9K - $19.3K
|
151K
$6.48M
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.55K+ 9.13% |
$362K - $370K
|
102K
$4.38M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
55+ 30.39% |
$2.33K - $2.38K
|
236
$10.1K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30.8K+ 53.76% |
$1.3M - $1.33M
|
88K
$3.77M
|