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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.7K+ 14.67% |
$114K - $117K
|
21.1K
$893K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.51K+ 11.47% |
$106K - $109K
|
24.4K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.5K+ 7.76% |
$106K - $108K
|
34.7K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.48K+ 5.5% |
$105K - $107K
|
47.5K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
2.44K+ 12.71% |
$103K - $106K
|
21.6K
$916K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2.43KNew |
$103K - $105K
|
2.43K
$103K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.42K+ 5.33% |
$103K - $105K
|
47.8K
$2.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.03K+ 3.62% |
$86.1K - $87.9K
|
58.2K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 36.1% |
$82.7K - $84.4K
|
7.36K
$311K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.92K+ 12.75% |
$81.2K - $82.9K
|
16.9K
$717K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 8.43% |
$79.9K - $81.6K
|
24.2K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.88K+ 10.99% |
$79.5K - $81.2K
|
19K
$802K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.86K+ 15.76% |
$78.6K - $80.3K
|
13.6K
$577K
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 1.74% |
$75.6K - $77.3K
|
104K
$4.41M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.7K+ 9.07% |
$72.1K - $73.6K
|
20.5K
$866K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
1.69K+ 0.69% |
$71.5K - $73K
|
248K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 17.13% |
$67.8K - $69.2K
|
10.9K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.55K+ 1.98% |
$65.5K - $66.9K
|
79.8K
$3.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.5K+ 25.09% |
$63.7K - $65.1K
|
7.5K
$317K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.45K+ 11.56% |
$61.4K - $62.7K
|
14K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
1.44K+ 1.61% |
$60.9K - $62.2K
|
90.8K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.43K+ 19.03% |
$60.7K - $62K
|
8.96K
$379K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.36K+ 1.83% |
$57.8K - $59K
|
75.9K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.32K+ 9.38% |
$55.9K - $57.1K
|
15.4K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.13K+ 12.61% |
$48K - $49K
|
10.1K
$428K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.13K+ 3.88% |
$47.8K - $48.8K
|
30.2K
$1.28M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
1.09K+ 6.27% |
$46.2K - $47.2K
|
18.5K
$783K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.04K+ 16.11% |
$44K - $44.9K
|
7.48K
$317K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.03K+ 114.68% |
$43.7K - $44.6K
|
1.93K
$81.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
1.03K+ 2.16% |
$43.5K - $44.4K
|
48.5K
$2.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
992+ 7.95% |
$42K - $42.9K
|
13.5K
$570K
|
|
|
Apr 10, 2025
Q1 2025
|
Level Financial Advisors, Inc.
|
BUY
|
- |
981+ 0.83% |
$41.6K - $42.5K
|
120K
$5.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
925+ 2.94% |
$39.2K - $40K
|
32.4K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
896+ 27.71% |
$38K - $38.8K
|
4.13K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
818+ 41.61% |
$34.7K - $35.4K
|
2.78K
$118K
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
800+ 0.28% |
$33.9K - $34.6K
|
286K
$12.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
775+ 2.44% |
$32.8K - $33.5K
|
32.6K
$1.38M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
768+ 0.7% |
$32.5K - $33.2K
|
111K
$4.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
762+ 8.18% |
$32.3K - $33K
|
10.1K
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
718+ 8.17% |
$30.4K - $31.1K
|
9.51K
$403K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
648+ 37.05% |
$27.5K - $28K
|
2.4K
$101K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
606+ 12.46% |
$25.7K - $26.2K
|
5.47K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
599+ 12.28% |
$25.4K - $25.9K
|
5.48K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
514+ 99.61% |
$21.8K - $22.2K
|
1.03K
$43.6K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
480+ 29.0% |
$20.3K - $20.8K
|
2.14K
$90.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
467+ 43.08% |
$19.8K - $20.2K
|
1.55K
$65.6K
|
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
465+ 0.97% |
$19.7K - $20.1K
|
48.2K
$2.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
455+ 2.98% |
$19.3K - $19.7K
|
15.7K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
447+ 0.3% |
$18.9K - $19.3K
|
151K
$6.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
412+ 0.52% |
$17.5K - $17.8K
|
79.9K
$3.38M
|