Purchases and Sales Made in Q1 2025 in Ishares 0 5 Year High Yield CO (SHYG)
This table provides information about the institutional ownership of Ishares 0 5 Year High Yield CO (SHYG) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES 0-5 YEAR HIGH YIELD CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.68M+ 20.33% |
$71.4M - $72.9M
|
9.97M
$422M
|
|
|
May 07, 2025
Q1 2025
|
Arch Capital Group Ltd.
|
BUY
|
- |
1.53MNew |
$64.9M - $66.3M
|
1.53M
$64.8M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
537K+ 6.25% |
$22.8M - $23.2M
|
9.14M
$387M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
522K+ 29.66% |
$22.1M - $22.6M
|
2.28M
$96.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
184K+ 3.96% |
$7.78M - $7.95M
|
4.82M
$204M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
169K+ 22.78% |
$7.17M - $7.32M
|
912K
$38.6M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
167K+ 495.58% |
$7.06M - $7.21M
|
200K
$8.47M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
122K+ 5.4% |
$5.17M - $5.28M
|
2.38M
$101M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
98.3KNew |
$4.16M - $4.25M
|
98.3K
$4.16M
|
|
|
May 05, 2025
Q1 2025
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
76.3K+ 22.75% |
$3.23M - $3.3M
|
412K
$17.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
75.7KNew |
$3.21M - $3.28M
|
75.7K
$3.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
60.5K+ 32.79% |
$2.57M - $2.62M
|
245K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
BUY
|
- |
50KNew |
$2.12M - $2.16M
|
50K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
47KNew |
$1.99M - $2.03M
|
47K
$1.99M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
43.5K+ 61.45% |
$1.84M - $1.88M
|
114K
$4.83M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
42.8K+ 32.53% |
$1.81M - $1.85M
|
174K
$7.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
42.6K+ 91.08% |
$1.81M - $1.85M
|
89.5K
$3.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
38.4K+ 16.3% |
$1.63M - $1.66M
|
274K
$11.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.4K+ 19.68% |
$1.5M - $1.53M
|
215K
$9.12M
|
|
|
May 09, 2025
Q1 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
32.1K+ 11.99% |
$1.36M - $1.39M
|
300K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.2K+ 916.44% |
$1.32M - $1.35M
|
34.6K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
30.8K+ 53.76% |
$1.3M - $1.33M
|
88K
$3.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27.8K+ 6.7% |
$1.18M - $1.2M
|
442K
$18.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
25.8K+ 107.99% |
$1.09M - $1.12M
|
49.7K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
25.6KNew |
$1.09M - $1.11M
|
25.6K
$1.09M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25.6K+ 62.37% |
$1.09M - $1.11M
|
66.7K
$2.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
23.8KNew |
$1.01M - $1.03M
|
23.8K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22.9K+ 81910.71% |
$972K - $993K
|
23K
$972K
|
|
|
Apr 16, 2025
Q1 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
22.4K+ 6.06% |
$948K - $968K
|
391K
$16.6M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
21.5KNew |
$913K - $932K
|
21.5K
$912K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
21.3K+ 21.72% |
$905K - $924K
|
120K
$5.06M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
21.2K+ 12.22% |
$898K - $918K
|
195K
$8.24M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
17.6K+ 20.8% |
$744K - $760K
|
102K
$4.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
16.2K+ 73.59% |
$688K - $702K
|
38.3K
$1.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
15.9K+ 5.24% |
$674K - $689K
|
320K
$13.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.5K+ 29.24% |
$615K - $628K
|
64.1K
$2.71M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.9K+ 78.93% |
$588K - $600K
|
31.4K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 58.44% |
$587K - $600K
|
37.6K
$1.59M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
13.1K+ 205.9% |
$553K - $565K
|
19.4K
$821K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.9K+ 22.17% |
$547K - $559K
|
71.1K
$3.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
12.8K+ 1.26% |
$541K - $553K
|
1.02M
$43.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
11.9K+ 20.73% |
$504K - $515K
|
69.2K
$2.93M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
11.3K+ 18.57% |
$481K - $491K
|
72.4K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$471K - $481K
|
11.1K
$471K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
10.9K+ 15.62% |
$463K - $473K
|
81K
$3.43M
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8KNew |
$458K - $467K
|
10.8K
$457K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
10.6K+ 56.71% |
$451K - $460K
|
29.4K
$1.24M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
BUY
|
- |
9.79KNew |
$415K - $424K
|
9.79K
$414K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
9.77K+ 2.06% |
$414K - $423K
|
483K
$20.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
9.31KNew |
$395K - $403K
|
9.31K
$394K
|