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 |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
342+ 3.23% |
$14.5K - $14.8K
|
10.9K
$471K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
341+ 281.82% |
$14.4K - $14.8K
|
462
$19.9K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
324New |
$13.7K - $14K
|
324
$14K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
299New |
$12.7K - $12.9K
|
299
$12.9K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
296+ 27.43% |
$12.5K - $12.8K
|
1.38K
$59.2K
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
273+ 3.76% |
$11.6K - $11.8K
|
7.53K
$324K
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
260+ 3.38% |
$11K - $11.3K
|
7.96K
$343K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
217New |
$9.19K - $9.4K
|
217
$9.35K
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
215New |
$9.1K - $9.31K
|
215
$9.26K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
211+ 1.77% |
$8.93K - $9.14K
|
12.1K
$523K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
194New |
$8.21K - $8.4K
|
194
$8.36K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
170+ 0.1% |
$7.2K - $7.36K
|
175K
$7.52M
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
165+ 2.85% |
$6.98K - $7.14K
|
5.96K
$257K
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
134+ 0.78% |
$5.67K - $5.8K
|
17.4K
$750K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
134New |
$5.67K - $5.8K
|
134
$5.77K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
132New |
$5.59K - $5.72K
|
132
$5.69K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
132+ 27.05% |
$5.59K - $5.72K
|
620
$26.7K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132+ 15.38% |
$5.59K - $5.72K
|
990
$42.6K
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
BUY
|
- |
131+ 0.84% |
$5.55K - $5.67K
|
15.7K
$678K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
127+ 158.75% |
$5.38K - $5.5K
|
207
$8.92K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
124+ 0.29% |
$5.25K - $5.37K
|
42.7K
$1.84M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
114+ 1.46% |
$4.83K - $4.94K
|
7.91K
$341K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
101+ 0.44% |
$4.28K - $4.37K
|
23.2K
$1M
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
90+ 0.99% |
$3.81K - $3.9K
|
9.21K
$397K
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
86+ 0.57% |
$3.64K - $3.72K
|
15.3K
$658K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
85+ 0.14% |
$3.6K - $3.68K
|
62.2K
$2.68M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
70New |
$2.96K - $3.03K
|
70
$3.02K
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
68+ 0.85% |
$2.88K - $2.94K
|
8.1K
$349K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.06% |
$2.84K - $2.9K
|
112K
$4.81M
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
64New |
$2.71K - $2.77K
|
64
$2.76K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60+ 0.65% |
$2.54K - $2.6K
|
9.31K
$401K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
48+ 0.26% |
$2.03K - $2.08K
|
18.8K
$809K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
42+ 0.29% |
$1.78K - $1.82K
|
14.7K
$633K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41+ 23.3% |
$1.74K - $1.78K
|
217
$9.35K
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
33+ 2.63% |
$1.4K - $1.43K
|
1.29K
$55.5K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
25+ 0.4% |
$1.06K - $1.08K
|
6.2K
$267K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 0.8% |
$847 - $866
|
2.51K
$108K
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20New |
$847 - $866
|
20
$862
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 2.34% |
$847 - $866
|
873
$37.6K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
18New |
$762 - $779
|
18
$775
|
|
Jan 17, 2025
Q4 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17+ 0.13% |
$720 - $736
|
13.5K
$580K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 1.58% |
$677 - $693
|
1.03K
$44.3K
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
12+ 0.19% |
$508 - $520
|
6.34K
$273K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
12+ 6.74% |
$508 - $520
|
190
$8.19K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.23% |
$339 - $346
|
367
$15.8K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
8+ 2.32% |
$339 - $346
|
353
$15.2K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5+ 2.24% |
$212 - $217
|
228
$9.82K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$169 - $173
|
4
$172
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 2.11% |
$169 - $173
|
194
$8.36K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 100.0% |
$42.3 - $43.3
|
2
$86.2
|