Latest Institutional Purchases of Ishares 0 5 Year High Yield CO (SHYG)
This list provides information on the latest institutional transactions involving Ishares 0 5 Year High Yield CO (SHYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
184K+ 3.96% |
$7.78M - $7.95M
|
4.82M
$204M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
98.3KNew |
$4.16M - $4.25M
|
98.3K
$4.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
75.7KNew |
$3.21M - $3.28M
|
75.7K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
60.5K+ 32.79% |
$2.57M - $2.62M
|
245K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
50KNew |
$2.12M - $2.16M
|
50K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.6K+ 91.08% |
$1.81M - $1.85M
|
89.5K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
38.4K+ 16.3% |
$1.63M - $1.66M
|
274K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 19.68% |
$1.5M - $1.53M
|
215K
$9.12M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30.8K+ 53.76% |
$1.3M - $1.33M
|
88K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27.8K+ 6.7% |
$1.18M - $1.2M
|
442K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.8K+ 107.99% |
$1.09M - $1.12M
|
49.7K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$1.09M - $1.11M
|
25.6K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.8KNew |
$1.01M - $1.03M
|
23.8K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.9K+ 81910.71% |
$972K - $993K
|
23K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.4K+ 6.06% |
$948K - $968K
|
391K
$16.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 21.72% |
$905K - $924K
|
120K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
16.2K+ 73.59% |
$688K - $702K
|
38.3K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 5.24% |
$674K - $689K
|
320K
$13.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 78.93% |
$588K - $600K
|
31.4K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.9K+ 22.17% |
$547K - $559K
|
71.1K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.8K+ 1.26% |
$541K - $553K
|
1.02M
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
11.9K+ 20.73% |
$504K - $515K
|
69.2K
$2.93M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$471K - $481K
|
11.1K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
10.9K+ 15.62% |
$463K - $473K
|
81K
$3.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.79KNew |
$415K - $424K
|
9.79K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.31KNew |
$395K - $403K
|
9.31K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.65K+ 25.39% |
$366K - $374K
|
42.7K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.55K+ 9.13% |
$362K - $370K
|
102K
$4.33M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.75K+ 4.94% |
$328K - $335K
|
165K
$6.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.49K+ 8.27% |
$318K - $324K
|
98K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.21K+ 17.15% |
$305K - $312K
|
49.2K
$2.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.43K+ 15.98% |
$272K - $278K
|
46.6K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.26K+ 39.78% |
$265K - $271K
|
22K
$931K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.37KNew |
$227K - $232K
|
5.37K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.33K+ 21.59% |
$226K - $231K
|
30K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.28KNew |
$224K - $229K
|
5.28K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.2K+ 19.44% |
$220K - $225K
|
31.9K
$1.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$208K - $212K
|
4.9K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.89KNew |
$207K - $212K
|
4.89K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85KNew |
$206K - $210K
|
4.85K
$205K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.55K+ 5.46% |
$193K - $197K
|
88K
$3.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.55K+ 8.8% |
$193K - $197K
|
56.3K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.26K+ 1.26% |
$180K - $184K
|
342K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.08K+ 19.85% |
$173K - $176K
|
24.6K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.82K+ 6.06% |
$162K - $166K
|
66.9K
$2.83M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
$149K - $152K
|
3.51K
$149K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.39K+ 5.09% |
$143K - $147K
|
69.9K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3.09K+ 3.18% |
$131K - $134K
|
100K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.01K+ 1.31% |
$128K - $130K
|
232K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.99KNew |
$127K - $130K
|
2.99K
$127K
|