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 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-27- 12.44% |
$1.14K - $1.17K
|
190
$8.14K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
264+ 1.41% |
$11.2K - $11.4K
|
19K
$816K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27.8K+ 6.7% |
$1.18M - $1.2M
|
442K
$18.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 19.03% |
$60.7K - $62K
|
8.96K
$384K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.4K- 15.45% |
$144K - $147K
|
18.6K
$796K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-87- 1.32% |
$3.69K - $3.77K
|
6.5K
$279K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.27K- 7.67% |
$139K - $142K
|
39.4K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-96- 6.65% |
$4.07K - $4.15K
|
1.35K
$57.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18+ 13.64% |
$763 - $779
|
150
$6.43K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
50KNew |
$2.12M - $2.16M
|
50K
$2.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.79K- 28.68% |
$330K - $337K
|
19.4K
$830K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
896+ 27.71% |
$38K - $38.8K
|
4.13K
$177K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.26K+ 1.26% |
$180K - $184K
|
342K
$14.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.13K- 32.55% |
$175K - $179K
|
8.55K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.99KNew |
$127K - $130K
|
2.99K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.6K+ 91.08% |
$1.81M - $1.85M
|
89.5K
$3.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.2K- 6.82% |
$390K - $398K
|
126K
$5.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-770K- 23.88% |
$32.7M - $33.3M
|
2.46M
$105M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.89K- 5.64% |
$292K - $298K
|
115K
$4.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
75.7KNew |
$3.21M - $3.28M
|
75.7K
$3.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3.09K+ 3.18% |
$131K - $134K
|
100K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.05K- 38.73% |
$172K - $175K
|
6.4K
$274K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
16.2K+ 73.59% |
$688K - $702K
|
38.3K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.26K+ 39.78% |
$265K - $271K
|
22K
$943K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
925+ 2.94% |
$39.2K - $40K
|
32.4K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.13K+ 12.61% |
$48K - $49K
|
10.1K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.79K- 41.38% |
$75.7K - $77.3K
|
2.53K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.89K+ 3.07% |
$122K - $125K
|
97K
$4.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.9K+ 3.95% |
$123K - $126K
|
76.4K
$3.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.33K+ 21.59% |
$226K - $231K
|
30K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
220+ 2.13% |
$9.32K - $9.52K
|
10.5K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.19K- 22.35% |
$262K - $268K
|
21.5K
$921K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-193- 1.5% |
$8.18K - $8.35K
|
12.7K
$545K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.3K- 13.55% |
$1.79M - $1.83M
|
270K
$11.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.36K+ 1.83% |
$57.8K - $59K
|
75.9K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.48K- 9.05% |
$62.7K - $64.1K
|
14.9K
$637K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-496- 1.02% |
$21K - $21.5K
|
48K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.5K+ 25.09% |
$63.7K - $65.1K
|
7.5K
$321K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
98.3KNew |
$4.16M - $4.25M
|
98.3K
$4.21M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
253+ 12.85% |
$10.7K - $10.9K
|
2.22K
$95.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.34K- 14.01% |
$56.8K - $58K
|
8.23K
$353K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.21K+ 17.15% |
$305K - $312K
|
49.2K
$2.11M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
775+ 2.44% |
$32.8K - $33.5K
|
32.6K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 6.15% |
$79.2K - $80.8K
|
28.5K
$1.22M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 5.24% |
$674K - $689K
|
320K
$13.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39.3K- 95.28% |
$1.67M - $1.7M
|
1.95K
$83.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
455+ 2.98% |
$19.3K - $19.7K
|
15.7K
$674K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2.43KNew |
$103K - $105K
|
2.43K
$104K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-515- 50.0% |
$21.8K - $22.3K
|
515
$22.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.04K+ 16.11% |
$44K - $44.9K
|
7.48K
$321K
|