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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
299New |
$12.7K - $12.9K
|
299
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40.1K+ 129.94% |
$1.7M - $1.73M
|
70.9K
$3.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
34K+ 14.55% |
$1.44M - $1.47M
|
268K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
132+ 27.05% |
$5.59K - $5.72K
|
620
$26.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.29K- 18.96% |
$139K - $142K
|
14.1K
$601K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.03K+ 3.67% |
$85.7K - $87.7K
|
57.2K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-174- 6.14% |
$7.37K - $7.53K
|
2.66K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
10.7KNew |
$452K - $462K
|
10.7K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
SELL
|
- |
-2.43K- 11.22% |
$103K - $105K
|
19.2K
$821K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-70- 0.87% |
$2.96K - $3.03K
|
7.98K
$341K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.89K+ 40.32% |
$79.8K - $81.6K
|
6.56K
$281K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.38K- 9.24% |
$143K - $146K
|
33.2K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-567- 5.25% |
$24K - $24.6K
|
10.2K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-44.3K- 82.87% |
$1.87M - $1.92M
|
9.15K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
14.1K+ 6.79% |
$597K - $611K
|
222K
$9.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
12+ 0.19% |
$508 - $520
|
6.34K
$271K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.1KNew |
$597K - $611K
|
14.1K
$603K
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
336KNew |
$14.2M - $14.5M
|
336K
$14.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.47K- 12.23% |
$189K - $194K
|
32.1K
$1.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-748- 3.37% |
$31.7K - $32.4K
|
21.5K
$918K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
10.8K+ 1.64% |
$459K - $469K
|
673K
$28.8M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.16K+ 100.37% |
$91.6K - $93.7K
|
4.32K
$185K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.09K+ 4.4% |
$88.6K - $90.6K
|
49.6K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.72K- 2.18% |
$115K - $118K
|
122K
$5.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-11- 0.19% |
$466 - $476
|
5.87K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.46K- 6.22% |
$61.7K - $63.1K
|
22K
$939K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
14.2K+ 10.38% |
$600K - $614K
|
151K
$6.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
221K+ 1732.62% |
$9.35M - $9.56M
|
234K
$9.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
429+ 27.86% |
$18.2K - $18.6K
|
1.97K
$84.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
380+ 6.81% |
$16.1K - $16.5K
|
5.96K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.63K+ 15.58% |
$323K - $330K
|
56.6K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
55.8K+ 19.8% |
$2.36M - $2.42M
|
338K
$14.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
491K+ 6.06% |
$20.8M - $21.3M
|
8.6M
$368M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-27- 0.26% |
$1.14K - $1.17K
|
10.3K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25K+ 2.27% |
$180K - $184K
|
191K
$8.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.67K- 2.54% |
$240K - $246K
|
218K
$9.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 6.74% |
$508 - $520
|
190
$8.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
809+ 14.73% |
$34.2K - $35K
|
6.3K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-41- 0.47% |
$1.74K - $1.78K
|
8.69K
$371K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 1.46% |
$4.83K - $4.94K
|
7.91K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.86K+ 27.58% |
$121K - $124K
|
13.2K
$566K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.33K+ 7.66% |
$56.3K - $57.6K
|
18.7K
$800K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
23.5K+ 38.3% |
$996K - $1.02M
|
84.9K
$3.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
211+ 1.77% |
$8.93K - $9.14K
|
12.1K
$519K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-46- 0.52% |
$1.95K - $1.99K
|
8.74K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.1K+ 9.38% |
$131K - $134K
|
36.2K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-1.8K- 22.94% |
$76K - $77.8K
|
6.03K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.9K- 81.65% |
$460K - $470K
|
2.44K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-33.3K- 19.82% |
$1.41M - $1.44M
|
135K
$5.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
789+ 5.29% |
$33.4K - $34.2K
|
15.7K
$672K
|