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 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-8.9K- 37.18% |
$377K - $385K
|
15K
$636K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-9.09K- 4.17% |
$385K - $393K
|
209K
$8.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-9.2K- 6.82% |
$390K - $398K
|
126K
$5.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.35K- 21.77% |
$396K - $405K
|
33.6K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-9.71K- 40.68% |
$411K - $420K
|
14.2K
$599K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.8K- 44.49% |
$499K - $510K
|
14.7K
$622K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
SELL
|
- |
-14.4K- 43.5% |
$612K - $625K
|
18.7K
$793K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.1K- 51.88% |
$640K - $653K
|
14K
$593K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-21.5K- 19.9% |
$913K - $932K
|
86.7K
$3.67M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22K- 11.52% |
$934K - $954K
|
169K
$7.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
SELL
|
- |
-25.9K- 3.84% |
$1.1M - $1.12M
|
647K
$27.4M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-27K- 14.05% |
$1.14M - $1.17M
|
165K
$6.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.1K- 41.59% |
$1.15M - $1.17M
|
38.1K
$1.61M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-32.8K- 97.65% |
$1.39M - $1.42M
|
790
$33.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.9K- 47.17% |
$1.52M - $1.56M
|
40.3K
$1.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-39.3K- 95.28% |
$1.67M - $1.7M
|
1.95K
$82.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-42.3K- 13.55% |
$1.79M - $1.83M
|
270K
$11.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-96.7K- 90.7% |
$4.1M - $4.18M
|
9.91K
$419K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-110K- 77.76% |
$4.68M - $4.78M
|
31.6K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-115K- 77.01% |
$4.88M - $4.99M
|
34.4K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-159K- 71.57% |
$6.73M - $6.88M
|
63.1K
$2.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-192K- 32.36% |
$8.13M - $8.3M
|
401K
$17M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-324K- 7.79% |
$13.7M - $14M
|
3.84M
$162M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-770K- 23.88% |
$32.7M - $33.3M
|
2.46M
$104M
|