Purchases and Sales Made in Q1 2025 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR BB RATED CORPORATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.9K+ 180.62% |
$2.43M - $2.48M
|
82.2K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.6K+ 2.69% |
$2.19M - $2.23M
|
1.82M
$84.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.7K+ 1.09% |
$1.14M - $1.16M
|
2.29M
$106M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7K+ 19.75% |
$1.04M - $1.06M
|
137K
$6.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.2K+ 30.66% |
$741K - $756K
|
68.9K
$3.19M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
14.7K+ 2.0% |
$676K - $690K
|
753K
$34.9M
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.53K+ 48.47% |
$300K - $306K
|
20K
$928K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$229K - $234K
|
5K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.55K+ 100.0% |
$209K - $213K
|
9.1K
$422K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.5K+ 41.94% |
$207K - $211K
|
15.2K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.17K+ 61.72% |
$191K - $195K
|
10.9K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.11K+ 11.04% |
$189K - $193K
|
41.4K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.65K+ 1.22% |
$121K - $124K
|
219K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.54K+ 280.84% |
$116K - $119K
|
3.44K
$159K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66K+ 5.77% |
$75.9K - $77.5K
|
30.3K
$1.41M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 138100.0% |
$63.4K - $64.6K
|
1.38K
$64.1K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
866New |
$39.7K - $40.5K
|
866
$40.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
790+ 35.38% |
$36.2K - $37K
|
3.02K
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
720+ 6.04% |
$33K - $33.7K
|
12.6K
$586K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
554New |
$25.4K - $25.9K
|
554
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
441+ 166.42% |
$20.2K - $20.6K
|
706
$32.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
411New |
$18.9K - $19.2K
|
411
$19K
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$91.8 - $93.6
|
15.2K
$705K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.45% |
$91.8 - $93.6
|
442
$20.5K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.69% |
$91.8 - $93.6
|
289
$13.4K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-23- 6.71% |
$1.06K - $1.08K
|
320
$14.8K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54- 0.68% |
$2.48K - $2.53K
|
7.92K
$367K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-130- 0.37% |
$5.96K - $6.08K
|
35.2K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-382- 58.86% |
$17.5K - $17.9K
|
267
$12.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 28.57% |
$45.9K - $46.8K
|
2.5K
$116K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.04K- 1.94% |
$47.6K - $48.6K
|
52.5K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.32K- 2.92% |
$60.4K - $61.6K
|
43.8K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.32K- 7.61% |
$60.6K - $61.8K
|
16K
$743K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 10.96% |
$119K - $122K
|
21.1K
$980K
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-5.15K- 11.78% |
$236K - $241K
|
38.6K
$1.79M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-9K- 2.72% |
$413K - $421K
|
322K
$14.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.1K- 37.52% |
$417K - $426K
|
15.1K
$702K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13.6K- 54.35% |
$625K - $637K
|
11.4K
$530K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39KClosed |
$1.79M - $1.82M
|
0
$0
|