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 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.81K+ 1.34% |
$119K - $122K
|
212K
$9.1M
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
16+ 0.14% |
$678 - $692
|
11.3K
$486K
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.98K+ 22.5% |
$126K - $129K
|
16.2K
$695K
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 2.0% |
$8.22K - $8.4K
|
9.49K
$407K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-115K- 77.01% |
$4.88M - $4.99M
|
34.4K
$1.47M
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.87K- 14.78% |
$164K - $167K
|
22.3K
$955K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 1.28% |
$3.86K - $3.94K
|
7.01K
$300K
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 17.13% |
$67.8K - $69.2K
|
10.9K
$469K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-752- 3.86% |
$31.9K - $32.5K
|
18.7K
$803K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.5K- 19.9% |
$913K - $932K
|
86.7K
$3.72M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 31.85% |
$15.8K - $16.1K
|
796
$34.1K
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 1.61% |
$60.9K - $62.2K
|
90.8K
$3.89M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.2K+ 19.44% |
$220K - $225K
|
31.9K
$1.37M
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-25.9K- 3.84% |
$1.1M - $1.12M
|
647K
$27.8M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.89K+ 1.67% |
$122K - $125K
|
176K
$7.55M
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 5.59% |
$55.1K - $56.3K
|
22K
$941K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.55K+ 1.98% |
$65.5K - $66.9K
|
79.8K
$3.42M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.36K- 1.32% |
$57.6K - $58.8K
|
102K
$4.36M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 36.1% |
$82.7K - $84.4K
|
7.36K
$315K
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
992+ 7.95% |
$42K - $42.9K
|
13.5K
$577K
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8.9K- 37.18% |
$377K - $385K
|
15K
$644K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
599+ 12.28% |
$25.4K - $25.9K
|
5.48K
$235K
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
981+ 0.83% |
$41.6K - $42.5K
|
120K
$5.13M
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-192K- 32.36% |
$8.13M - $8.3M
|
401K
$17.2M
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$1.09M - $1.11M
|
25.6K
$1.1M
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.86K- 6.2% |
$121K - $124K
|
43.2K
$1.85M
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.82K+ 6.06% |
$162K - $166K
|
66.9K
$2.87M
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
38.4K+ 16.3% |
$1.63M - $1.66M
|
274K
$11.7M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.01K+ 1.31% |
$128K - $130K
|
232K
$9.96M
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
60.5K+ 32.79% |
$2.57M - $2.62M
|
245K
$10.5M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
317+ 5.41% |
$13.4K - $13.7K
|
6.17K
$265K
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.69K+ 0.69% |
$71.5K - $73K
|
248K
$10.6M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.88K+ 7.94% |
$122K - $124K
|
39.1K
$1.67M
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
83+ 1.22% |
$3.52K - $3.59K
|
6.9K
$296K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
467+ 43.08% |
$19.8K - $20.2K
|
1.55K
$66.5K
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$208K - $212K
|
4.9K
$210K
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.79KNew |
$415K - $424K
|
9.79K
$420K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 94.32% |
$55.6K - $56.8K
|
79
$3.39K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
123K+ 27.86% |
$5.21M - $5.33M
|
565K
$24.2M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.61KNew |
$68.2K - $69.8K
|
1.61K
$69K
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-229- 0.67% |
$9.69K - $9.92K
|
34K
$1.46M
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.6KNew |
$912K - $933K
|
21.6K
$924K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.89KNew |
$376K - $385K
|
8.89K
$381K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.34K- 34.83% |
$141K - $145K
|
6.25K
$268K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.81KNew |
$203K - $208K
|
4.81K
$206K
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
580K+ 35.77% |
$24.5M - $25.1M
|
2.2M
$94.3M
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.34KNew |
$311K - $318K
|
7.34K
$314K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.64K- 4.24% |
$69.5K - $71.1K
|
37K
$1.59M
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-234K- 54.38% |
$9.9M - $10.1M
|
196K
$8.41M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
33.4KNew |
$1.41M - $1.44M
|
33.4K
$1.43M
|