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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
SELL
|
- |
-2.82K- 34.57% |
$115K - $118K
|
5.34K
$226K
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.75K- 16.02% |
$113K - $115K
|
14.4K
$611K
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 15.32% |
$106K - $108K
|
14.3K
$607K
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-2K- 11.9% |
$81.8K - $83.4K
|
14.8K
$626K
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.99K- 25.39% |
$81.6K - $83.1K
|
5.86K
$248K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.49K- 93.52% |
$60.8K - $61.9K
|
103
$4.36K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.14K- 12.62% |
$46.7K - $47.6K
|
7.9K
$334K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-732- 53.28% |
$29.9K - $30.5K
|
642
$27.2K
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-656- 9.94% |
$26.8K - $27.3K
|
5.95K
$252K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-567- 9.28% |
$23.2K - $23.6K
|
5.54K
$235K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-315- 1.94% |
$12.9K - $13.1K
|
15.9K
$674K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-186- 71.26% |
$7.61K - $7.75K
|
75
$3.17K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-174- 66.67% |
$7.12K - $7.25K
|
87
$3.68K
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
SELL
|
- |
-152- 2.92% |
$6.22K - $6.34K
|
5.05K
$214K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-124- 2.18% |
$5.07K - $5.17K
|
5.57K
$236K
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-97- 57.74% |
$3.97K - $4.04K
|
71
$3K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 33.33% |
$1.23K - $1.25K
|
60
$2.54K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70.2K- 6.29% |
$2.87M - $2.92M
|
1.05M
$44.3M
|
|
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
$774K
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-20.6K- 67.1% |
$842K - $857K
|
10.1K
$428K
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-8.17K- 54.42% |
$333K - $339K
|
6.84K
$290K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-7K- 58.33% |
$286K - $291K
|
5K
$212K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-5.27K- 54.86% |
$215K - $219K
|
4.34K
$183K
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.51K- 44.32% |
$184K - $187K
|
5.66K
$240K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.08K- 9.04% |
$85K - $86.5K
|
21K
$887K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.88K- 83.14% |
$76.7K - $78.1K
|
381
$16.1K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.63K- 71.59% |
$66.3K - $67.5K
|
645
$27.3K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 78.84% |
$64.7K - $65.9K
|
426
$18K
|
|
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
$3.13K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-525- 8.19% |
$21.4K - $21.8K
|
5.89K
$249K
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-117- 2.21% |
$4.77K - $4.86K
|
5.17K
$219K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-85- 1.57% |
$3.47K - $3.53K
|
5.35K
$226K
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-43- 0.8% |
$1.75K - $1.79K
|
5.32K
$225K
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-5- 0.06% |
$204 - $208
|
7.87K
$333K
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$40.8 - $41.6
|
7.38K
$312K
|
|
Q1 2023 | |||||||
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-73.9K- 79.48% |
$3M - $3.12M
|
19.1K
$807K
|
|
May 11, 2023
Q1 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-60.5KClosed |
$2.46M - $2.55M
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-50.6K- 29.41% |
$2.06M - $2.14M
|
121K
$5.14M
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-30K- 83.17% |
$1.22M - $1.27M
|
6.07K
$257K
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-25.7KClosed |
$1.04M - $1.08M
|
0
$0
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-23.7K- 5.89% |
$961K - $998K
|
378K
$16M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21K- 99.86% |
$855K - $887K
|
30
$1.27K
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-15.2K- 36.3% |
$619K - $642K
|
26.7K
$1.13M
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-12K- 21.0% |
$488K - $507K
|
45.2K
$1.91M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9K- 61.26% |
$366K - $380K
|
5.69K
$241K
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-5.81K- 37.99% |
$236K - $245K
|
9.48K
$401K
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.59K- 95.36% |
$146K - $152K
|
175
$7.41K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.86K- 63.58% |
$116K - $121K
|
1.64K
$69.2K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.92K- 25.22% |
$77.8K - $80.8K
|
5.68K
$240K
|