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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
397+ 1.08% |
$16.8K - $17.2K
|
37.2K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
356+ 2.52% |
$15.1K - $15.4K
|
14.5K
$612K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
317+ 5.41% |
$13.4K - $13.7K
|
6.17K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
267+ 2.18% |
$11.3K - $11.6K
|
12.5K
$529K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
265+ 2.48% |
$11.2K - $11.5K
|
10.9K
$463K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
264+ 1.41% |
$11.2K - $11.4K
|
19K
$805K
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
253+ 12.85% |
$10.7K - $10.9K
|
2.22K
$94K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
220+ 2.13% |
$9.32K - $9.52K
|
10.5K
$446K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
215New |
$9.11K - $9.31K
|
215
$9.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
198+ 3.19% |
$8.39K - $8.57K
|
6.4K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
196+ 2.99% |
$8.31K - $8.48K
|
6.76K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
182+ 0.8% |
$7.71K - $7.88K
|
23K
$974K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
133+ 2.11% |
$5.64K - $5.76K
|
6.43K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
120+ 0.85% |
$5.09K - $5.19K
|
14.2K
$602K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
105New |
$4.45K - $4.54K
|
105
$4.44K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
83+ 1.22% |
$3.52K - $3.59K
|
6.9K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
55+ 30.39% |
$2.33K - $2.38K
|
236
$9.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
29+ 1.19% |
$1.23K - $1.26K
|
2.47K
$104K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
27+ 6.77% |
$1.14K - $1.17K
|
426
$18K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
24New |
$1.02K - $1.04K
|
24
$1.02K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
18+ 13.64% |
$763 - $779
|
150
$6.35K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
16+ 0.14% |
$678 - $692
|
11.3K
$480K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
10New |
$424 - $433
|
10
$423
|
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
2+ 0.01% |
$84.8 - $86.6
|
20.8K
$881K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$42.4 - $43.3
|
9.21K
$390K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-27- 12.44% |
$1.14K - $1.17K
|
190
$8.04K
|
|
|
Apr 22, 2025
Q1 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-32- 0.53% |
$1.36K - $1.38K
|
6K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-34- 0.02% |
$1.44K - $1.47K
|
155K
$6.56M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-75- 0.29% |
$3.18K - $3.25K
|
26.1K
$1.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-87- 1.32% |
$3.69K - $3.77K
|
6.5K
$275K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-91- 1.28% |
$3.86K - $3.94K
|
7.01K
$296K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-95- 1.11% |
$4.03K - $4.11K
|
8.47K
$358K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-96- 0.08% |
$4.07K - $4.15K
|
118K
$4.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-96- 6.65% |
$4.07K - $4.15K
|
1.35K
$57K
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
SELL
|
- |
-116- 1.53% |
$4.92K - $5.02K
|
7.45K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-160- 1.84% |
$6.78K - $6.92K
|
8.53K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Courage Miller Partners, LLC
|
SELL
|
- |
-193- 1.5% |
$8.18K - $8.35K
|
12.7K
$538K
|
|
|
Apr 16, 2025
Q1 2025
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-194- 2.0% |
$8.22K - $8.4K
|
9.49K
$401K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-200- 1.15% |
$8.48K - $8.66K
|
17.2K
$727K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-260- 2.28% |
$11K - $11.3K
|
11.2K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-265- 2.38% |
$11.2K - $11.5K
|
10.9K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-275- 3.44% |
$11.7K - $11.9K
|
7.71K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-326- 11.28% |
$13.8K - $14.1K
|
2.57K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-361- 71.34% |
$15.3K - $15.6K
|
145
$6.14K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-372- 31.85% |
$15.8K - $16.1K
|
796
$33.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-374- 1.99% |
$15.9K - $16.2K
|
18.4K
$778K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-400- 6.1% |
$17K - $17.3K
|
6.16K
$261K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-415- 3.8% |
$17.6K - $18K
|
10.5K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-471- 7.9% |
$20K - $20.4K
|
5.49K
$232K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-488- 78.71% |
$20.7K - $21.1K
|
132
$5.59K
|