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 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.61K- 17.01% |
$110K - $113K
|
12.7K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-2.61K- 5.11% |
$111K - $113K
|
48.5K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.72K- 2.18% |
$115K - $118K
|
122K
$5.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-2.9K- 23.05% |
$123K - $126K
|
9.68K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.94K- 10.9% |
$124K - $127K
|
24K
$1.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-3.01K- 6.06% |
$127K - $130K
|
46.6K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.18K- 10.85% |
$135K - $138K
|
26.2K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.29K- 18.96% |
$139K - $142K
|
14.1K
$603K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.34K- 34.83% |
$141K - $145K
|
6.25K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-3.38K- 9.24% |
$143K - $146K
|
33.2K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.38K- 89.44% |
$143K - $146K
|
399
$17.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.47K- 14.88% |
$147K - $150K
|
19.8K
$851K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.65K- 38.12% |
$155K - $158K
|
5.93K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-3.87K- 3.16% |
$164K - $168K
|
119K
$5.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.24K- 12.47% |
$180K - $184K
|
29.8K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-4.43K- 45.1% |
$188K - $192K
|
5.39K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-4.43K- 9.02% |
$188K - $192K
|
44.7K
$1.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.45K- 28.03% |
$188K - $193K
|
11.4K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.47K- 12.23% |
$189K - $194K
|
32.1K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-4.5K- 2.27% |
$191K - $195K
|
193K
$8.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-4.52K- 31.05% |
$191K - $195K
|
10K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.94K- 12.8% |
$209K - $214K
|
33.6K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.24K- 28.26% |
$222K - $227K
|
13.3K
$570K
|
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-5.26K- 17.61% |
$223K - $228K
|
24.6K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.42K- 2.74% |
$229K - $235K
|
192K
$8.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.67K- 2.54% |
$240K - $246K
|
218K
$9.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.68K- 12.15% |
$240K - $246K
|
41.1K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-5.82K- 8.27% |
$246K - $252K
|
64.5K
$2.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.83K- 24.9% |
$247K - $252K
|
17.6K
$753K
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-6.23K- 20.7% |
$264K - $270K
|
23.9K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-6.44K- 6.72% |
$272K - $279K
|
89.3K
$3.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.81K- 52.41% |
$288K - $295K
|
6.19K
$265K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.97K- 14.45% |
$295K - $302K
|
41.3K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7K- 9.7% |
$296K - $303K
|
65.1K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.77K- 5.71% |
$329K - $336K
|
128K
$5.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-9.24K- 13.88% |
$391K - $400K
|
57.3K
$2.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-9.41K- 57.04% |
$398K - $407K
|
7.08K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.48K- 17.72% |
$401K - $410K
|
44K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.3K- 1.89% |
$438K - $448K
|
535K
$22.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 1.43% |
$456K - $466K
|
743K
$31.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-10.9K- 81.65% |
$460K - $470K
|
2.44K
$105K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-11.5K- 13.24% |
$489K - $500K
|
75.6K
$3.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-12.7K- 36.7% |
$537K - $549K
|
21.9K
$937K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.1K- 10.79% |
$554K - $567K
|
108K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.8K- 11.05% |
$586K - $600K
|
111K
$4.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.1K- 15.94% |
$598K - $612K
|
74.5K
$3.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-14.3K- 8.75% |
$607K - $621K
|
150K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-14.8K- 72.77% |
$628K - $643K
|
5.55K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.7K- 13.42% |
$706K - $722K
|
108K
$4.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-18.1K- 54.62% |
$765K - $783K
|
15K
$644K
|