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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-496- 1.02% |
$21K - $21.5K
|
48K
$2.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-515- 50.0% |
$21.8K - $22.3K
|
515
$21.8K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-545- 74.25% |
$23.1K - $23.6K
|
189
$8K
|
|
|
Apr 21, 2025
Q1 2025
|
Cabot Wealth Management Inc
|
SELL
|
- |
-633- 10.78% |
$26.8K - $27.4K
|
5.24K
$222K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-685- 4.96% |
$29K - $29.6K
|
13.1K
$556K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-717- 1.58% |
$30.4K - $31K
|
44.5K
$1.89M
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-719- 1.67% |
$30.5K - $31.1K
|
42.3K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-736- 10.59% |
$31.2K - $31.9K
|
6.21K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-750- 11.28% |
$31.8K - $32.5K
|
5.9K
$250K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-752- 3.86% |
$31.9K - $32.5K
|
18.7K
$792K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-763- 2.18% |
$32.3K - $33K
|
34.2K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-764- 12.37% |
$32.4K - $33.1K
|
5.41K
$229K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-921- 3.97% |
$39K - $39.9K
|
22.3K
$942K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-934- 12.46% |
$39.6K - $40.4K
|
6.56K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.03K- 9.99% |
$43.7K - $44.6K
|
9.28K
$393K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.12K- 11.51% |
$47.6K - $48.6K
|
8.63K
$365K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 5.59% |
$55.1K - $56.3K
|
22K
$929K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.31K- 94.32% |
$55.6K - $56.8K
|
79
$3.34K
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.33K- 9.3% |
$56.4K - $57.6K
|
13K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.34K- 14.01% |
$56.8K - $58K
|
8.23K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-1.36K- 1.32% |
$57.6K - $58.8K
|
102K
$4.31M
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
SELL
|
- |
-1.38K- 7.38% |
$58.5K - $59.8K
|
17.3K
$733K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-1.48K- 9.05% |
$62.7K - $64.1K
|
14.9K
$629K
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.5K- 21.17% |
$63.6K - $64.9K
|
5.58K
$236K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.7K- 16.58% |
$72K - $73.5K
|
8.54K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-1.72K- 12.79% |
$72.9K - $74.5K
|
11.7K
$497K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.79K- 41.38% |
$75.7K - $77.3K
|
2.53K
$107K
|
|
|
Apr 24, 2025
Q1 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.87K- 6.15% |
$79.2K - $80.8K
|
28.5K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.23K- 10.05% |
$94.5K - $96.5K
|
20K
$844K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.46K- 2.28% |
$104K - $106K
|
105K
$4.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-2.51K- 6.91% |
$106K - $109K
|
33.8K
$1.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.86K- 6.2% |
$121K - $124K
|
43.2K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-2.87K- 7.76% |
$121K - $124K
|
34.1K
$1.44M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.08K- 3.32% |
$130K - $133K
|
89.7K
$3.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.27K- 7.67% |
$139K - $142K
|
39.4K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-3.4K- 15.45% |
$144K - $147K
|
18.6K
$786K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.87K- 14.78% |
$164K - $167K
|
22.3K
$943K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4K- 4.71% |
$170K - $173K
|
80.9K
$3.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-4.05K- 38.73% |
$172K - $175K
|
6.4K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.13K- 32.55% |
$175K - $179K
|
8.55K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.38K- 30.13% |
$185K - $189K
|
10.1K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.49K- 3.69% |
$190K - $194K
|
117K
$4.97M
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.14K- 3.5% |
$218K - $223K
|
142K
$6M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-5.27K- 1.23% |
$223K - $228K
|
423K
$17.9M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-5.47K- 6.64% |
$232K - $237K
|
76.9K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.19K- 22.35% |
$262K - $268K
|
21.5K
$910K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.6K- 0.86% |
$280K - $285K
|
763K
$32.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.89K- 5.64% |
$292K - $298K
|
115K
$4.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-7.79K- 28.68% |
$330K - $337K
|
19.4K
$820K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.9K- 56.19% |
$335K - $342K
|
6.16K
$261K
|