Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.37MNew |
$96.9M - $102M
|
2.37M
$102M
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
150K+ 52.5% |
$6.13M - $6.48M
|
436K
$18.7M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
82.5K+ 833.01% |
$3.37M - $3.56M
|
92.4K
$3.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
72.1K+ 114.04% |
$2.94M - $3.11M
|
135K
$5.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
27.7K+ 78.93% |
$1.13M - $1.19M
|
62.8K
$2.69M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
27.3KNew |
$1.11M - $1.18M
|
27.3K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
23.6K+ 6.02% |
$962K - $1.02M
|
415K
$17.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13K+ 37.5% |
$531K - $561K
|
47.7K
$2.04M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11K+ 11.24% |
$450K - $475K
|
109K
$4.67M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.51K+ 3.95% |
$266K - $281K
|
171K
$7.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.54KNew |
$226K - $239K
|
5.54K
$237K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 13.62% |
$175K - $185K
|
35.7K
$1.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.6K+ 134.72% |
$106K - $112K
|
4.53K
$194K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.29K+ 3.27% |
$93.4K - $98.7K
|
72.2K
$3.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.01K+ 4.24% |
$82.2K - $86.8K
|
49.5K
$2.12M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
1.49K+ 3.14% |
$60.7K - $64.2K
|
48.9K
$2.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
882+ 9.9% |
$36K - $38K
|
9.79K
$420K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
792+ 4.68% |
$32.3K - $34.2K
|
17.7K
$760K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
551+ 5.79% |
$22.5K - $23.8K
|
10.1K
$431K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
259New |
$10.6K - $11.2K
|
259
$11.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
138+ 1.27% |
$5.63K - $5.95K
|
11K
$472K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
37+ 0.14% |
$1.51K - $1.6K
|
26.1K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-225- 4.16% |
$9.18K - $9.71K
|
5.19K
$222K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-248- 2.69% |
$10.1K - $10.7K
|
8.97K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-325- 2.92% |
$13.3K - $14K
|
10.8K
$463K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.87K- 20.17% |
$76.4K - $80.8K
|
7.41K
$318K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.02K- 14.8% |
$82.3K - $87K
|
11.6K
$497K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.3K- 14.37% |
$135K - $142K
|
19.7K
$843K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.04K- 3.38% |
$165K - $174K
|
116K
$4.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
SELL
|
- |
-4.34K- 25.03% |
$177K - $187K
|
13K
$557K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
SELL
|
- |
-7.53K- 23.83% |
$307K - $325K
|
24.1K
$1.03M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-14.2K- 17.75% |
$579K - $611K
|
65.7K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-42.8K- 10.1% |
$1.75M - $1.84M
|
381K
$16.3M
|