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 |
---|---|---|---|---|---|---|---|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.59K- 10.58% |
$66.1K - $67.2K
|
13.4K
$582K
|
|
Jul 26, 2024
Q2 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
42.5K+ 21.97% |
$1.77M - $1.8M
|
236K
$10.2M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
190+ 1.71% |
$7.91K - $8.04K
|
11.3K
$492K
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-380- 4.58% |
$15.8K - $16.1K
|
7.91K
$344K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
42New |
$1.75K - $1.78K
|
42
$1.82K
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.27K+ 3.79% |
$52.9K - $53.8K
|
34.8K
$1.51M
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
202+ 23.19% |
$8.41K - $8.55K
|
1.07K
$46.6K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
553+ 27.31% |
$23K - $23.4K
|
2.58K
$112K
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
336+ 2.04% |
$14K - $14.2K
|
16.8K
$731K
|
|
Jul 25, 2024
Q2 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-137- 1.04% |
$5.7K - $5.8K
|
13.1K
$567K
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-4.45K- 10.46% |
$185K - $188K
|
38.1K
$1.65M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
236K+ 3.15% |
$9.84M - $10M
|
7.73M
$335M
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
23.8KNew |
$990K - $1.01M
|
23.8K
$1.03M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.1K+ 88.3% |
$2.09M - $2.12M
|
107K
$4.64M
|
|
Jul 25, 2024
Q2 2024
|
Sierra Capital LLC
|
BUY
|
- |
1.45K+ 5.31% |
$60.2K - $61.2K
|
28.7K
$1.25M
|
|
Jul 25, 2024
Q2 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-6- 0.11% |
$250 - $254
|
5.6K
$243K
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.49% |
$999 - $1.02K
|
4.88K
$212K
|
|
Jul 25, 2024
Q2 2024
|
Addison Capital CO
|
BUY
|
- |
3.79K+ 77.74% |
$158K - $160K
|
8.67K
$376K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.03K- 19.15% |
$168K - $171K
|
17K
$739K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.06K+ 8.7% |
$211K - $214K
|
63.2K
$2.74M
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.29K- 1.03% |
$53.8K - $54.6K
|
124K
$5.38M
|
|
Jul 25, 2024
Q2 2024
|
Courage Miller Partners, LLC
|
SELL
|
- |
-148- 1.31% |
$6.16K - $6.26K
|
11.2K
$486K
|
|
Jul 25, 2024
Q2 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
1.83K+ 1.66% |
$76.1K - $77.4K
|
112K
$4.87M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.24K+ 19.33% |
$177K - $180K
|
26.2K
$1.14M
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.8K+ 72.15% |
$283K - $288K
|
16.2K
$704K
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
858+ 6.43% |
$35.7K - $36.3K
|
14.2K
$616K
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-102- 9.11% |
$4.25K - $4.32K
|
1.02K
$44.2K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
230New |
$9.58K - $9.73K
|
230
$9.98K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-274- 3.13% |
$11.4K - $11.6K
|
8.49K
$368K
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
12.5K+ 6.61% |
$522K - $531K
|
202K
$8.78M
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.49KNew |
$229K - $233K
|
5.49K
$238K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9KNew |
$703K - $715K
|
16.9K
$733K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 19.19% |
$49.4K - $50.2K
|
7.37K
$320K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.44K+ 28.14% |
$60K - $60.9K
|
6.56K
$285K
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
34.8K+ 19.19% |
$1.45M - $1.47M
|
216K
$9.38M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.3K+ 52.66% |
$2.01M - $2.04M
|
140K
$6.07M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23.4K- 34.91% |
$975K - $990K
|
43.6K
$1.89M
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.98K+ 5.4% |
$249K - $253K
|
117K
$5.06M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.69KNew |
$362K - $368K
|
8.69K
$377K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.15K- 28.77% |
$89.6K - $91.1K
|
5.33K
$231K
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.52K+ 15.61% |
$313K - $318K
|
55.6K
$2.42M
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-148- 15.4% |
$6.16K - $6.26K
|
813
$35.3K
|
|
Jul 22, 2024
Q2 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
151K+ 77.18% |
$6.31M - $6.41M
|
348K
$15.1M
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
172K+ 4.24% |
$7.18M - $7.3M
|
4.24M
$184M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-314- 32.67% |
$13.1K - $13.3K
|
647
$28.1K
|
|
Jul 22, 2024
Q2 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.96K+ 1.49% |
$207K - $210K
|
338K
$14.7M
|
|
Jul 22, 2024
Q2 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
75.3K+ 19.0% |
$3.14M - $3.19M
|
472K
$20.5M
|
|
Jul 22, 2024
Q2 2024
|
Financial Management Network Inc
|
BUY
|
- |
919+ 5.66% |
$38.3K - $38.9K
|
17.2K
$745K
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
300+ 1.76% |
$12.5K - $12.7K
|
17.4K
$754K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.68K- 31.89% |
$153K - $156K
|
7.85K
$341K
|