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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.99KNew |
$200K - $212K
|
4.99K
$214K
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
3.85K+ 0.99% |
$155K - $163K
|
392K
$16.8M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.36K+ 104.91% |
$135K - $143K
|
6.56K
$281K
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
3.33K+ 1.63% |
$134K - $141K
|
208K
$8.91M
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.79K+ 10.47% |
$112K - $118K
|
29.4K
$1.26M
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.93K+ 1.4% |
$77.5K - $81.9K
|
140K
$6M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
850+ 4250.0% |
$34.2K - $36.1K
|
870
$37.3K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
646New |
$26K - $27.4K
|
646
$27.7K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
405+ 6.93% |
$16.3K - $17.2K
|
6.25K
$268K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
293New |
$11.8K - $12.4K
|
293
$12.6K
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
212+ 2.09% |
$8.52K - $9.01K
|
10.4K
$444K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
159+ 15900.0% |
$6.39K - $6.75K
|
160
$6.86K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
125New |
$5.02K - $5.31K
|
125
$5.36K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
120New |
$4.82K - $5.1K
|
120
$5.14K
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
54+ 2.58% |
$2.17K - $2.29K
|
2.15K
$92.2K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53New |
$2.13K - $2.25K
|
53
$2.27K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
26New |
$1.04K - $1.1K
|
26
$1.11K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
17New |
$683 - $722
|
17
$729
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
17New |
$683 - $722
|
17
$729
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 2.46% |
$402 - $425
|
417
$17.9K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
189KNew |
$7.73M - $7.87M
|
189K
$8.1M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
112KNew |
$4.59M - $4.68M
|
112K
$4.81M
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
57.7KNew |
$2.36M - $2.4M
|
57.7K
$2.47M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.7KNew |
$930K - $947K
|
22.7K
$974K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.8KNew |
$648K - $660K
|
15.8K
$679K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
10.1K+ 7.89% |
$413K - $421K
|
138K
$5.92M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10KNew |
$409K - $417K
|
10K
$429K
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.2KNew |
$294K - $300K
|
7.2K
$309K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.72K+ 2.48% |
$111K - $113K
|
113K
$4.82M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.47KNew |
$60.3K - $61.4K
|
1.47K
$63.2K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
547New |
$22.4K - $22.8K
|
547
$23.4K
|
|
Oct 24, 2023
Q3 2023
|
4 J Wealth Management LLC
|
BUY
|
- |
482+ 2.0% |
$19.7K - $20.1K
|
24.6K
$1.06M
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
431New |
$17.6K - $18K
|
431
$18.5K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
426New |
$17.4K - $17.8K
|
426
$18.3K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
288New |
$11.8K - $12K
|
288
$12.3K
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
251+ 2.73% |
$10.3K - $10.5K
|
9.46K
$405K
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
200+ 3.86% |
$8.18K - $8.34K
|
5.38K
$231K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
174+ 1.89% |
$7.12K - $7.25K
|
9.38K
$402K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
139+ 0.99% |
$5.69K - $5.79K
|
14.2K
$610K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
39New |
$1.6K - $1.63K
|
39
$1.67K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
1.36MNew |
$55.5M - $56.5M
|
1.36M
$58.3M
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
400K+ 200.0% |
$16.3M - $16.6M
|
600K
$25.7M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.7KNew |
$1.38M - $1.4M
|
33.7K
$1.45M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.7K+ 2.05% |
$1.05M - $1.07M
|
1.28M
$54.9M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.2KNew |
$904K - $921K
|
22.2K
$950K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.06K+ 5.29% |
$288K - $293K
|
141K
$6.03M
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.83KNew |
$278K - $284K
|
6.83K
$293K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.37KNew |
$260K - $265K
|
6.37K
$273K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.35KNew |
$259K - $264K
|
6.35K
$272K
|