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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
15.8KNew |
$648K - $660K
|
15.8K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
10.1K+ 7.89% |
$413K - $421K
|
138K
$5.95M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
10KNew |
$409K - $417K
|
10K
$431K
|
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
7.2KNew |
$294K - $300K
|
7.2K
$310K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.72K+ 2.48% |
$111K - $113K
|
113K
$4.85M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.47KNew |
$60.3K - $61.4K
|
1.47K
$63.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
547New |
$22.4K - $22.8K
|
547
$23.6K
|
|
|
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
$18.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
426New |
$17.4K - $17.8K
|
426
$18.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
383+ 4.31% |
$15.7K - $16K
|
9.27K
$399K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
288New |
$11.8K - $12K
|
288
$12.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
251+ 2.73% |
$10.3K - $10.5K
|
9.46K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
200+ 3.86% |
$8.18K - $8.34K
|
5.38K
$232K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
181New |
$7.4K - $7.54K
|
181
$7.8K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
174+ 1.89% |
$7.12K - $7.25K
|
9.38K
$404K
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
139+ 0.99% |
$5.69K - $5.79K
|
14.2K
$614K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
39New |
$1.6K - $1.63K
|
39
$1.68K
|
|
| Q2 2023 | |||||||
|
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
1.36MNew |
$55.5M - $56.5M
|
1.36M
$58.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
400K+ 200.0% |
$16.3M - $16.6M
|
600K
$25.9M
|
|
|
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
$55.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.2KNew |
$904K - $921K
|
22.2K
$955K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.06K+ 5.29% |
$288K - $293K
|
141K
$6.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.83KNew |
$278K - $284K
|
6.83K
$294K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.37KNew |
$260K - $265K
|
6.37K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.35KNew |
$259K - $264K
|
6.35K
$274K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.48KNew |
$224K - $228K
|
5.48K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.17KNew |
$211K - $215K
|
5.17K
$223K
|
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.6K+ 6.91% |
$106K - $108K
|
40.2K
$1.73M
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
757+ 1.27% |
$30.9K - $31.5K
|
60.2K
$2.59M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.41% |
$19.7K - $20.1K
|
8.02K
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
373+ 3.03% |
$15.2K - $15.5K
|
12.7K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194+ 1.91% |
$7.92K - $8.06K
|
10.4K
$447K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
152New |
$6.2K - $6.32K
|
152
$6.55K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
113New |
$4.61K - $4.7K
|
113
$4.87K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 25.0% |
$2.65K - $2.7K
|
325
$14K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
41New |
$1.67K - $1.7K
|
41
$1.77K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Feb 14, 2025
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
3.07MNew |
$125M - $130M
|
3.07M
$132M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
729KNew |
$29.6M - $30.7M
|
729K
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
208KNew |
$8.47M - $8.8M
|
208K
$8.98M
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
41.6KNew |
$1.69M - $1.76M
|
41.6K
$1.79M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
33.2KNew |
$1.35M - $1.4M
|
33.2K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
23K+ 40.23% |
$933K - $969K
|
80K
$3.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$584K - $607K
|
14.4K
$620K
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$541K - $561K
|
13.3K
$573K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.02KNew |
$326K - $338K
|
8.02K
$346K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6KNew |
$244K - $253K
|
6K
$258K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.67KNew |
$230K - $239K
|
5.67K
$244K
|
|