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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
777+ 2.85% |
$32.6K - $33.7K
|
28K
$1.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
4.92K+ 1.46% |
$206K - $213K
|
342K
$14.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-752- 9.58% |
$31.5K - $32.7K
|
7.1K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.47K- 3.7% |
$355K - $368K
|
220K
$9.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
13.3K+ 62.7% |
$558K - $578K
|
34.5K
$1.49M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.22K- 1.76% |
$51.3K - $53.1K
|
68.1K
$2.93M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
27.3KNew |
$1.14M - $1.18M
|
27.3K
$1.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.8K+ 3.07% |
$201K - $208K
|
161K
$6.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-198K- 39.58% |
$8.3M - $8.59M
|
302K
$13M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.09K+ 6.27% |
$45.9K - $47.5K
|
18.5K
$797K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
9.5K+ 109.64% |
$399K - $412K
|
18.2K
$781K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.51K- 24.85% |
$273K - $283K
|
19.7K
$846K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-21.4K- 30.16% |
$899K - $930K
|
49.6K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
14+ 0.06% |
$587 - $608
|
23.3K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
10.7K+ 14.08% |
$450K - $466K
|
86.9K
$3.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
565+ 4.7% |
$23.7K - $24.5K
|
12.6K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.24K+ 18.88% |
$51.9K - $53.8K
|
7.8K
$335K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
167+ 0.4% |
$7.01K - $7.25K
|
42.4K
$1.82M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-29.6K- 34.73% |
$1.24M - $1.29M
|
55.7K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-738- 12.97% |
$31K - $32K
|
4.95K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
82.7KNew |
$3.47M - $3.59M
|
82.7K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
598+ 1.66% |
$25.1K - $26K
|
36.6K
$1.57M
|
|
|
Oct 15, 2024
Q3 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.35KNew |
$350K - $363K
|
8.35K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
91+ 0.28% |
$3.82K - $3.95K
|
32.8K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-1.94K- 0.82% |
$81.5K - $84.4K
|
234K
$10M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
16.9K+ 23.39% |
$708K - $733K
|
89.1K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 7.0% |
$71.4K - $73.9K
|
26K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
921+ 212.21% |
$38.6K - $40K
|
1.36K
$58.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-227- 0.95% |
$9.52K - $9.86K
|
23.6K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.58K+ 12.79% |
$108K - $112K
|
22.8K
$979K
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
67.9K+ 41.31% |
$2.85M - $2.95M
|
232K
$9.99M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
41+ 0.55% |
$1.72K - $1.78K
|
7.56K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
13.5KNew |
$567K - $586K
|
13.5K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
4.77K+ 2.33% |
$200K - $207K
|
210K
$9.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-37.3K- 86.39% |
$1.57M - $1.62M
|
5.88K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
142+ 2.75% |
$5.96K - $6.17K
|
5.3K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-24.8K- 45.86% |
$1.04M - $1.08M
|
29.3K
$1.26M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
161+ 1.02% |
$6.75K - $6.99K
|
15.9K
$683K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.2K- 10.05% |
$430K - $445K
|
91.7K
$3.94M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.3K+ 7.54% |
$1.6M - $1.66M
|
546K
$23.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3+ 1.6% |
$126 - $130
|
190
$8.17K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
705+ 11.39% |
$29.6K - $30.6K
|
6.89K
$296K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-3.38K- 4.17% |
$142K - $147K
|
77.5K
$3.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.87K+ 1.78% |
$120K - $125K
|
164K
$7.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15.5K- 1.56% |
$650K - $672K
|
978K
$42.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.68K+ 7.3% |
$70.4K - $72.8K
|
24.7K
$1.06M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5.82K+ 4.99% |
$244K - $253K
|
122K
$5.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.54K- 24.1% |
$64.5K - $66.8K
|
4.84K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.04K+ 2.89% |
$170K - $176K
|
144K
$6.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-40- 0.08% |
$1.68K - $1.74K
|
50K
$2.15M
|