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 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
9.17K+ 22.86% |
$389K - $397K
|
49.3K
$2.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
8.65K+ 25.39% |
$366K - $374K
|
42.7K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
8.61K+ 3.69% |
$365K - $373K
|
242K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
8.55K+ 9.13% |
$362K - $370K
|
102K
$4.33M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
8.42K+ 7.17% |
$357K - $364K
|
126K
$5.33M
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.25K+ 4.88% |
$350K - $357K
|
177K
$7.5M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
7.8K+ 38.85% |
$331K - $338K
|
27.9K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.75K+ 4.94% |
$328K - $335K
|
165K
$6.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.49K+ 8.27% |
$318K - $324K
|
98K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
7.21K+ 17.15% |
$305K - $312K
|
49.2K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Squire Investment Management Company, LLC
Orem, UT |
BUY
|
- |
6.99K+ 31.99% |
$296K - $303K
|
28.9K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6.84KNew |
$290K - $296K
|
6.84K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
6.43K+ 15.98% |
$272K - $278K
|
46.6K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.27KNew |
$266K - $272K
|
6.27K
$266K
|
|
|
Apr 28, 2025
Q1 2025
|
Penobscot Wealth Management
|
BUY
|
- |
6.26K+ 39.78% |
$265K - $271K
|
22K
$931K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.37KNew |
$227K - $232K
|
5.37K
$227K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.35K+ 20.91% |
$227K - $232K
|
31K
$1.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5.33K+ 21.59% |
$226K - $231K
|
30K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.28KNew |
$224K - $229K
|
5.28K
$224K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
5.25KNew |
$222K - $227K
|
5.25K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
5.24KNew |
$222K - $227K
|
5.24K
$222K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
5.23KNew |
$221K - $226K
|
5.23K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.2K+ 19.44% |
$220K - $225K
|
31.9K
$1.35M
|
|
|
Apr 07, 2025
Q1 2025
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
4.9KNew |
$208K - $212K
|
4.9K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
4.89KNew |
$207K - $212K
|
4.89K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.85KNew |
$206K - $210K
|
4.85K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.82KNew |
$204K - $209K
|
4.82K
$204K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.55K+ 5.46% |
$193K - $197K
|
88K
$3.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
4.55K+ 8.8% |
$193K - $197K
|
56.3K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
4.26K+ 1.26% |
$180K - $184K
|
342K
$14.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.08K+ 19.85% |
$173K - $176K
|
24.6K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.82K+ 6.06% |
$162K - $166K
|
66.9K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
3.62K+ 446.91% |
$153K - $157K
|
4.43K
$187K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.51KNew |
$149K - $152K
|
3.51K
$149K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.46K+ 37.83% |
$147K - $150K
|
12.6K
$534K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.43K+ 10.18% |
$145K - $148K
|
37.1K
$1.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.39K+ 5.09% |
$143K - $147K
|
69.9K
$2.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.34K+ 4.45% |
$141K - $144K
|
78.3K
$3.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
3.09K+ 3.18% |
$131K - $134K
|
100K
$4.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.01K+ 1.31% |
$128K - $130K
|
232K
$9.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.99KNew |
$127K - $130K
|
2.99K
$127K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.99K+ 9.32% |
$127K - $129K
|
35.1K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
2.98K+ 22.5% |
$126K - $129K
|
16.2K
$687K
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
2.9K+ 3.95% |
$123K - $126K
|
76.4K
$3.23M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
2.89K+ 3.07% |
$122K - $125K
|
97K
$4.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
2.89K+ 1.67% |
$122K - $125K
|
176K
$7.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
2.88K+ 7.94% |
$122K - $124K
|
39.1K
$1.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
2.81K+ 1.34% |
$119K - $122K
|
212K
$8.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.73K+ 11.38% |
$116K - $118K
|
26.7K
$1.13M
|
|
|
Apr 18, 2025
Q1 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
2.71K+ 6.06% |
$115K - $117K
|
47.4K
$2.01M
|