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 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
304+ 30400.0% |
$12.8K - $13.2K
|
305
$13.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
302New |
$12.7K - $13.1K
|
302
$13.1K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
179+ 2.29% |
$7.51K - $7.77K
|
8K
$346K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
166+ 22.13% |
$6.96K - $7.21K
|
916
$39.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
65New |
$2.73K - $2.82K
|
65
$2.81K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
42+ 0.49% |
$1.76K - $1.82K
|
8.53K
$369K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.35% |
$1.09K - $1.13K
|
7.52K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
9New |
$378 - $391
|
9
$389
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
65.1KNew |
$2.71M - $2.75M
|
65.1K
$2.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Argi Investment Services, LLC
|
BUY
|
- |
41.4KNew |
$1.72M - $1.75M
|
41.4K
$1.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
28.4KNew |
$1.18M - $1.2M
|
28.4K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
22.3K+ 737.19% |
$930K - $945K
|
25.4K
$1.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
16.9KNew |
$703K - $715K
|
16.9K
$730K
|
|
|
Aug 02, 2024
Q2 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
16.8KNew |
$699K - $711K
|
16.8K
$726K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
11K+ 89.79% |
$458K - $465K
|
23.2K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
10KNew |
$416K - $423K
|
10K
$432K
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
5.49KNew |
$229K - $233K
|
5.49K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
3.4KNew |
$142K - $144K
|
3.4K
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.36KNew |
$140K - $142K
|
3.36K
$145K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.28KNew |
$137K - $139K
|
3.28K
$142K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.62KNew |
$109K - $111K
|
2.62K
$113K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.07K+ 6088.24% |
$86.2K - $87.6K
|
2.1K
$90.9K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
921New |
$38.4K - $39K
|
921
$39.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
700New |
$29.1K - $29.6K
|
700
$30.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
610New |
$25.4K - $25.8K
|
610
$26.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
451New |
$18.8K - $19.1K
|
451
$19.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
350New |
$14.6K - $14.8K
|
350
$15.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
230New |
$9.58K - $9.73K
|
230
$9.94K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
152New |
$6.33K - $6.43K
|
152
$6.57K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
129New |
$5.37K - $5.46K
|
129
$5.58K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
42New |
$1.75K - $1.78K
|
42
$1.82K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
24+ 0.49% |
$999 - $1.02K
|
4.88K
$211K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 1.61% |
$291 - $296
|
443
$19.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1+ 0.02% |
$41.6 - $42.3
|
6.5K
$281K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1MNew |
$42M - $42.6M
|
1M
$43.2M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
187K+ 40.05% |
$7.87M - $7.99M
|
656K
$28.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
169K+ 11.55% |
$7.07M - $7.18M
|
1.63M
$70.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
116K+ 233.9% |
$4.86M - $4.94M
|
165K
$7.14M
|
|
|
May 08, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
105KNew |
$4.4M - $4.47M
|
105K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Leuthold Group, LLC
|
BUY
|
- |
52.4K+ 68.99% |
$2.2M - $2.23M
|
128K
$5.55M
|
|
|
May 13, 2024
Q1 2024
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
41.4KNew |
$1.74M - $1.76M
|
41.4K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
31.9K+ 55.79% |
$1.34M - $1.36M
|
89K
$3.85M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
22.9KNew |
$963K - $978K
|
22.9K
$992K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4KNew |
$645K - $655K
|
15.4K
$664K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
9.68KNew |
$406K - $412K
|
9.68K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.34KNew |
$308K - $313K
|
7.34K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.56KNew |
$275K - $280K
|
6.56K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.12K+ 82.22% |
$257K - $261K
|
13.6K
$586K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.49KNew |
$231K - $234K
|
5.49K
$237K
|
|