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 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
692+ 1.66% |
$29.1K - $29.5K
|
42.5K
$1.79M
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4KNew |
$480K - $488K
|
11.4K
$483K
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
176+ 1.94% |
$7.39K - $7.5K
|
9.25K
$390K
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
5.67KNew |
$238K - $242K
|
5.67K
$239K
|
|
Apr 11, 2024
Q1 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-332- 0.1% |
$13.9K - $14.2K
|
333K
$14M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-993- 1.15% |
$41.7K - $42.3K
|
85.1K
$3.59M
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
57+ 0.87% |
$2.39K - $2.43K
|
6.62K
$279K
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3.42K+ 1.24% |
$144K - $146K
|
278K
$11.7M
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
85.5K+ 37.68% |
$3.59M - $3.64M
|
312K
$13.2M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
155K+ 1435.82% |
$6.51M - $6.61M
|
166K
$7M
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
7+ 0.13% |
$294 - $298
|
5.4K
$228K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-233- 1.77% |
$9.78K - $9.93K
|
13K
$547K
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-5.03K- 19.62% |
$211K - $214K
|
20.6K
$869K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 311.44% |
$106K - $108K
|
3.35K
$141K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-13.2K- 24.7% |
$552K - $561K
|
40.1K
$1.69M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.79K+ 5.82% |
$75.1K - $76.3K
|
32.5K
$1.37M
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-7.7K- 16.69% |
$323K - $328K
|
38.4K
$1.62M
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
740+ 1.38% |
$31.1K - $31.5K
|
54.3K
$2.29M
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
453New |
$19K - $19.3K
|
453
$19.1K
|
|
Q4 2023 | |||||||
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-19.2K- 4.91% |
$772K - $816K
|
372K
$15.7M
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
36.1KNew |
$1.45M - $1.53M
|
36.1K
$1.52M
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
159+ 15900.0% |
$6.39K - $6.75K
|
160
$6.75K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
17+ 0.97% |
$683 - $722
|
1.77K
$74.6K
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.93KNew |
$278K - $294K
|
6.93K
$292K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 4250.0% |
$34.2K - $36.1K
|
870
$36.7K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
293New |
$11.8K - $12.4K
|
293
$12.4K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.31K- 8.04% |
$52.5K - $55.5K
|
15K
$631K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
961New |
$38.6K - $40.8K
|
961
$40.6K
|
|
Feb 14, 2024
Q4 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-939K- 92.12% |
$37.7M - $39.9M
|
80.3K
$3.39M
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.71K+ 9.52% |
$149K - $157K
|
42.7K
$1.8M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.71K- 27.43% |
$109K - $115K
|
7.18K
$303K
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-39- 2.39% |
$1.57K - $1.66K
|
1.59K
$67.2K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
17New |
$683 - $722
|
17
$717
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.7KNew |
$711K - $752K
|
17.7K
$747K
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-717- 10.86% |
$28.8K - $30.5K
|
5.89K
$248K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
125New |
$5.02K - $5.31K
|
125
$5.28K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
42.4KNew |
$1.7M - $1.8M
|
42.4K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
948+ 5.87% |
$38.1K - $40.3K
|
17.1K
$721K
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
33.2KNew |
$1.34M - $1.41M
|
33.2K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
99.9K+ 1280.96% |
$4.01M - $4.24M
|
108K
$4.54M
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.99KNew |
$200K - $212K
|
4.99K
$210K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.28K- 5.51% |
$51.5K - $54.5K
|
22K
$927K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.79KNew |
$72.1K - $76.2K
|
1.79K
$75.7K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.71KNew |
$229K - $243K
|
5.71K
$241K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
54+ 2.58% |
$2.17K - $2.29K
|
2.15K
$90.8K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 6.9% |
$402 - $425
|
135
$5.7K
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-426- 6.2% |
$17.1K - $18.1K
|
6.44K
$272K
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
472KNew |
$19M - $20.1M
|
472K
$19.9M
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212+ 2.09% |
$8.52K - $9.01K
|
10.4K
$437K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 2.46% |
$402 - $425
|
417
$17.6K
|