Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
703K+ 20.35% |
$29.8M - $30.4M
|
4.16M
$179M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
699KNew |
$29.6M - $30.3M
|
699K
$30.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
667KNew |
$28.2M - $28.9M
|
667K
$28.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
580K+ 35.77% |
$24.5M - $25.1M
|
2.2M
$94.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
560K+ 7.24% |
$23.7M - $24.2M
|
8.29M
$357M
|
|
|
Feb 10, 2025
Q4 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
509KNew |
$21.5M - $22M
|
509K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
507K+ 23.68% |
$21.5M - $22M
|
2.65M
$114M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
491K+ 6.06% |
$20.8M - $21.3M
|
8.6M
$370M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
379KNew |
$16M - $16.4M
|
379K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
350K+ 2.84% |
$14.8M - $15.1M
|
12.7M
$546M
|
|
|
Feb 03, 2025
Q4 2024
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
336KNew |
$14.2M - $14.5M
|
336K
$14.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
310K+ 21.39% |
$13.1M - $13.4M
|
1.76M
$75.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
256K+ 76.77% |
$10.8M - $11.1M
|
590K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
256K+ 142.72% |
$10.8M - $11.1M
|
435K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
249K+ 15.22% |
$10.5M - $10.8M
|
1.88M
$81.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
237K+ 5.39% |
$10M - $10.3M
|
4.64M
$200M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
221K+ 1732.62% |
$9.35M - $9.56M
|
234K
$10.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 4.5% |
$5.88M - $6.01M
|
3.23M
$139M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
136K+ 21.44% |
$5.76M - $5.89M
|
771K
$33.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
117K+ 120.52% |
$4.94M - $5.05M
|
214K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
102KNew |
$4.33M - $4.43M
|
102K
$4.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
94.1KNew |
$3.98M - $4.08M
|
94.1K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
88.8KNew |
$3.76M - $3.84M
|
88.8K
$3.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
86.1K+ 25.16% |
$3.65M - $3.73M
|
429K
$18.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
84.3K+ 94.66% |
$3.57M - $3.65M
|
173K
$7.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
81.9K+ 186.58% |
$3.47M - $3.55M
|
126K
$5.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
81.8KNew |
$3.46M - $3.54M
|
81.8K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
76.2K+ 136.67% |
$3.23M - $3.3M
|
132K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
75KNew |
$3.17M - $3.25M
|
75K
$3.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
73.5KNew |
$3.11M - $3.18M
|
73.5K
$3.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
66KNew |
$2.79M - $2.86M
|
66K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
65.3K+ 60.4% |
$2.76M - $2.83M
|
173K
$7.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
63.8K+ 17.72% |
$2.7M - $2.76M
|
424K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
62.3KNew |
$2.64M - $2.7M
|
62.3K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
60.2K+ 3.28% |
$2.55M - $2.61M
|
1.89M
$81.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
59K+ 719.5% |
$2.5M - $2.55M
|
67.2K
$2.89M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
58.9K+ 70.8% |
$2.49M - $2.55M
|
142K
$6.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
58.5KNew |
$2.48M - $2.53M
|
58.5K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
57.5K+ 16.76% |
$2.43M - $2.49M
|
401K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
55.9K+ 32.86% |
$2.37M - $2.42M
|
226K
$9.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
55.8K+ 19.8% |
$2.36M - $2.42M
|
338K
$14.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.6K+ 101.04% |
$2.27M - $2.32M
|
107K
$4.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
51.4K+ 14.2% |
$2.18M - $2.23M
|
414K
$17.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
43.9K+ 10.51% |
$1.86M - $1.9M
|
462K
$19.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
43.1K+ 173.94% |
$1.82M - $1.87M
|
67.9K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
40.1K+ 129.94% |
$1.7M - $1.73M
|
70.9K
$3.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
38.7K+ 296.23% |
$1.64M - $1.67M
|
51.7K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
38.2K+ 15.92% |
$1.62M - $1.65M
|
278K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
36.6K+ 92.5% |
$1.55M - $1.59M
|
76.2K
$3.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36KNew |
$1.52M - $1.56M
|
36K
$1.55M
|