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 |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
181New |
$7.4K - $7.54K
|
181
$7.61K
|
|
Oct 16, 2023
Q3 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
174+ 1.89% |
$7.12K - $7.25K
|
9.38K
$394K
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
139+ 0.99% |
$5.69K - $5.79K
|
14.2K
$599K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
39New |
$1.6K - $1.63K
|
39
$1.64K
|
|
Q2 2023 | |||||||
Jul 19, 2023
Q2 2023
|
Kensington Asset Management, LLC
Austin, TX |
BUY
|
- |
1.36MNew |
$55.5M - $56.5M
|
1.36M
$57.2M
|
|
Aug 07, 2023
Q2 2023
|
Japan Science & Technology Agency
Tokyo, M0 |
BUY
|
- |
1.34M+ 36.07% |
$54.8M - $55.8M
|
5.07M
$213M
|
|
Jul 20, 2023
Q2 2023
|
Toews Corp
|
BUY
|
- |
400K+ 200.0% |
$16.3M - $16.6M
|
600K
$25.2M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
33.7KNew |
$1.38M - $1.4M
|
33.7K
$1.42M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
25.7K+ 2.05% |
$1.05M - $1.07M
|
1.28M
$53.9M
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
22.2KNew |
$904K - $921K
|
22.2K
$932K
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
14.2KNew |
$581K - $591K
|
14.2K
$599K
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 2.85% |
$513K - $523K
|
454K
$19.1M
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.06K+ 5.29% |
$288K - $293K
|
141K
$5.92M
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
6.83KNew |
$278K - $284K
|
6.83K
$287K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
6.37KNew |
$260K - $265K
|
6.37K
$268K
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
6.35KNew |
$259K - $264K
|
6.35K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.48KNew |
$224K - $228K
|
5.48K
$230K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
5.17KNew |
$211K - $215K
|
5.17K
$218K
|
|
Jul 20, 2023
Q2 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2.6K+ 6.91% |
$106K - $108K
|
40.2K
$1.69M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.59K+ 7.37% |
$65K - $66.1K
|
23.2K
$975K
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
757+ 1.27% |
$30.9K - $31.5K
|
60.2K
$2.53M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
488New |
$19.9K - $20.3K
|
488
$20.5K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.41% |
$19.7K - $20.1K
|
8.02K
$337K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
373+ 3.03% |
$15.2K - $15.5K
|
12.7K
$534K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
194+ 1.91% |
$7.92K - $8.06K
|
10.4K
$436K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
152New |
$6.2K - $6.32K
|
152
$6.39K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
113New |
$4.61K - $4.7K
|
113
$4.75K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 25.0% |
$2.65K - $2.7K
|
325
$13.7K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
41New |
$1.67K - $1.7K
|
41
$1.72K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
BUY
|
- |
3.07MNew |
$125M - $130M
|
3.07M
$129M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
729KNew |
$29.6M - $30.7M
|
729K
$30.6M
|
|
May 15, 2023
Q1 2023
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
208KNew |
$8.47M - $8.8M
|
208K
$8.77M
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
41.6KNew |
$1.69M - $1.76M
|
41.6K
$1.75M
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
33.2KNew |
$1.35M - $1.4M
|
33.2K
$1.4M
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
23K+ 40.23% |
$933K - $969K
|
80K
$3.37M
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
14.4KNew |
$584K - $607K
|
14.4K
$605K
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
13.3KNew |
$541K - $561K
|
13.3K
$560K
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
8.02KNew |
$326K - $338K
|
8.02K
$337K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6KNew |
$244K - $253K
|
6K
$252K
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.67KNew |
$230K - $239K
|
5.67K
$238K
|
|
May 02, 2023
Q1 2023
|
Davidson Investment Advisors
|
BUY
|
- |
5.15KNew |
$209K - $217K
|
5.15K
$217K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.7KNew |
$191K - $198K
|
4.7K
$198K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.06K+ 8.06% |
$165K - $171K
|
54.5K
$2.29M
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
3.57K+ 4.37% |
$145K - $151K
|
85.3K
$3.59M
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.18K+ 24.15% |
$129K - $134K
|
16.3K
$688K
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.97K+ 7.01% |
$121K - $125K
|
45.4K
$1.91M
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
845New |
$34.3K - $35.7K
|
845
$35.5K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
692New |
$28.1K - $29.2K
|
692
$29.1K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
501New |
$20.4K - $21.1K
|
501
$21.1K
|