Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-3.05K- 10.92% |
$123K - $130K
|
24.9K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.71K- 27.43% |
$109K - $115K
|
7.18K
$308K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.58K- 20.6% |
$104K - $110K
|
9.96K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.48K- 30.55% |
$99.6K - $105K
|
5.63K
$241K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-2.18KClosed |
$87.6K - $92.6K
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.31K- 8.79% |
$52.5K - $55.5K
|
13.6K
$582K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-475- 1.59% |
$19.1K - $20.2K
|
29.4K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-426- 6.2% |
$17.1K - $18.1K
|
6.44K
$276K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-348- 72.96% |
$14K - $14.8K
|
129
$5.53K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-104- 13.92% |
$4.18K - $4.42K
|
643
$27.6K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-82- 42.93% |
$3.3K - $3.48K
|
109
$4.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-39- 2.39% |
$1.57K - $1.66K
|
1.59K
$68.3K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-32- 13.56% |
$1.29K - $1.36K
|
204
$8.74K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-7- 2.73% |
$281 - $297
|
249
$10.7K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
SELL
|
- |
-16.6K- 38.57% |
$680K - $693K
|
26.5K
$1.14M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7.85KClosed |
$321K - $327K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-5.74K- 35.1% |
$235K - $239K
|
10.6K
$455K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-4.8K- 42.97% |
$196K - $200K
|
6.36K
$273K
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-2.82K- 34.57% |
$115K - $118K
|
5.34K
$229K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.75K- 16.02% |
$113K - $115K
|
14.4K
$618K
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 15.32% |
$106K - $108K
|
14.3K
$614K
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2K- 11.9% |
$81.8K - $83.4K
|
14.8K
$634K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.99K- 25.39% |
$81.6K - $83.1K
|
5.86K
$251K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.49K- 93.52% |
$60.8K - $61.9K
|
103
$4.41K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 12.62% |
$46.7K - $47.6K
|
7.9K
$338K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-732- 53.28% |
$29.9K - $30.5K
|
642
$27.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-656- 9.94% |
$26.8K - $27.3K
|
5.95K
$255K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-567- 9.28% |
$23.2K - $23.6K
|
5.54K
$238K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-315- 1.94% |
$12.9K - $13.1K
|
15.9K
$683K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 71.26% |
$7.61K - $7.75K
|
75
$3.21K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-174- 66.67% |
$7.12K - $7.25K
|
87
$3.73K
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-152- 2.92% |
$6.22K - $6.34K
|
5.05K
$216K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-124- 2.18% |
$5.07K - $5.17K
|
5.57K
$239K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-97- 57.74% |
$3.97K - $4.04K
|
71
$3.04K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 33.33% |
$1.23K - $1.25K
|
60
$2.57K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 6.29% |
$2.87M - $2.92M
|
1.05M
$44.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-32.6K- 64.09% |
$1.33M - $1.36M
|
18.3K
$784K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.6K- 67.1% |
$842K - $857K
|
10.1K
$434K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.17K- 54.42% |
$333K - $339K
|
6.84K
$293K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7K- 58.33% |
$286K - $291K
|
5K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.27K- 54.86% |
$215K - $219K
|
4.34K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.51K- 44.32% |
$184K - $187K
|
5.66K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.08K- 9.04% |
$85K - $86.5K
|
21K
$898K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 83.14% |
$76.7K - $78.1K
|
381
$16.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.63K- 71.59% |
$66.3K - $67.5K
|
645
$27.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 78.84% |
$64.7K - $65.9K
|
426
$18.3K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.31KClosed |
$53.2K - $54.2K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.26K- 94.47% |
$51.6K - $52.5K
|
74
$3.17K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-525- 8.19% |
$21.4K - $21.8K
|
5.89K
$252K
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 2.21% |
$4.77K - $4.86K
|
5.17K
$221K
|
|