Purchases and Sales Made in Q3 2025 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
422K+ 136.72% |
$19.6M - $20M
|
731K
$34.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
191K+ 239.27% |
$8.87M - $9.06M
|
271K
$12.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.3K+ 38.99% |
$1.08M - $1.11M
|
83.2K
$3.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
9.01K+ 49.72% |
$418K - $427K
|
27.1K
$1.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.32K+ 13.92% |
$108K - $110K
|
19K
$892K
|
|
|
Oct 07, 2025
Q3 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.14K+ 14.06% |
$99.6K - $102K
|
17.4K
$818K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
730New |
$33.9K - $34.6K
|
730
$34.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
518+ 1.42% |
$24.1K - $24.6K
|
37.1K
$1.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
500New |
$23.2K - $23.7K
|
500
$23.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
166+ 37.05% |
$7.71K - $7.87K
|
614
$28.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
31+ 0.25% |
$1.44K - $1.47K
|
12.7K
$595K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 14.04% |
$114K - $116K
|
15K
$706K
|
|
|
Oct 30, 2025
Q3 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-2.86K- 10.45% |
$133K - $136K
|
24.5K
$1.15M
|