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 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.26K+ 43.94% |
$179K - $182K
|
14K
$587K
|
|
May 01, 2024
Q1 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.14K+ 4.11% |
$174K - $177K
|
105K
$4.41M
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.78K+ 40.18% |
$159K - $161K
|
13.2K
$555K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.58K+ 21.46% |
$150K - $152K
|
20.2K
$851K
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
3.57KNew |
$150K - $152K
|
3.57K
$150K
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.53K+ 20.19% |
$148K - $151K
|
21K
$884K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.46K+ 38.29% |
$145K - $148K
|
12.5K
$526K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.46K+ 6.21% |
$145K - $147K
|
59.2K
$2.49M
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
3.43K+ 2.32% |
$144K - $146K
|
151K
$6.36M
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3.42K+ 1.24% |
$144K - $146K
|
278K
$11.7M
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.15K+ 22.63% |
$132K - $134K
|
17.1K
$718K
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.05K+ 17.12% |
$128K - $130K
|
20.9K
$878K
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
3.03K+ 10.59% |
$127K - $129K
|
31.6K
$1.33M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
3K+ 52.14% |
$126K - $128K
|
8.76K
$368K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.83KNew |
$119K - $121K
|
2.83K
$119K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.77KNew |
$116K - $118K
|
2.77K
$117K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.74K+ 9.76% |
$115K - $117K
|
30.8K
$1.3M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.68K+ 32.02% |
$113K - $114K
|
11.1K
$465K
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2.62K+ 1.47% |
$110K - $112K
|
181K
$7.63M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.55K+ 147.71% |
$107K - $108K
|
4.27K
$180K
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
2.53K+ 311.44% |
$106K - $108K
|
3.35K
$141K
|
|
May 09, 2024
Q1 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.46K+ 14.14% |
$103K - $105K
|
19.9K
$837K
|
|
May 15, 2024
Q1 2024
|
Kitching Partners, LLC
Conshohocken, PA |
BUY
|
- |
2.44K+ 1.42% |
$102K - $104K
|
174K
$7.31M
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
2.39K+ 1.68% |
$100K - $102K
|
145K
$6.1M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.35K+ 8.7% |
$98.8K - $100K
|
29.4K
$1.24M
|
|
May 06, 2024
Q1 2024
|
Penobscot Wealth Management
|
BUY
|
- |
2.32K+ 17.39% |
$97.2K - $98.7K
|
15.6K
$657K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.3K+ 11.79% |
$96.7K - $98.2K
|
21.8K
$919K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.07K+ 4.96% |
$86.9K - $88.2K
|
43.8K
$1.84M
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
2.01K+ 11.99% |
$84.3K - $85.6K
|
18.8K
$789K
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
BUY
|
- |
1.99K+ 11.33% |
$83.7K - $85K
|
19.6K
$824K
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 5.33% |
$81.6K - $82.9K
|
38.4K
$1.62M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.79K+ 5.82% |
$75.1K - $76.3K
|
32.5K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.71K+ 12.28% |
$71.8K - $72.9K
|
15.6K
$658K
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 2.3% |
$71.7K - $72.8K
|
75.9K
$3.19M
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.69K+ 24.89% |
$71K - $72.1K
|
8.49K
$357K
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
1.68K+ 5.26% |
$70.3K - $71.4K
|
33.5K
$1.41M
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.62K+ 2.86% |
$67.8K - $68.8K
|
58.1K
$2.44M
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.61K+ 14.11% |
$67.4K - $68.4K
|
13K
$546K
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.59K+ 4.68% |
$66.5K - $67.6K
|
35.4K
$1.49M
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
1.52K+ 37.04% |
$63.6K - $64.6K
|
5.61K
$236K
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
1.47K+ 1.87% |
$61.5K - $62.5K
|
79.8K
$3.36M
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
1.46K+ 9.9% |
$61.4K - $62.3K
|
16.2K
$683K
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.42K+ 9.21% |
$59.5K - $60.4K
|
16.8K
$707K
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
1.4K+ 11.84% |
$58.6K - $59.6K
|
13.2K
$555K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.36K+ 9.5% |
$57.1K - $58K
|
15.7K
$659K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.32K+ 10.11% |
$55.2K - $56.1K
|
14.3K
$602K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.28K+ 12.16% |
$53.9K - $54.7K
|
11.8K
$498K
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
1.28K+ 4.92% |
$53.7K - $54.5K
|
27.3K
$1.15M
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.22K+ 4.01% |
$51.3K - $52.1K
|
31.7K
$1.33M
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.17KNew |
$49.1K - $49.8K
|
1.17K
$49.2K
|