Purchases and Sales Made in Q1 2023 in Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE HIGH YIELD DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
144KNew |
$6.23M - $6.55M
|
144K
$6.82M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
100KNew |
$4.35M - $4.57M
|
100K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
82.2KNew |
$3.56M - $3.74M
|
82.2K
$3.9M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
74.9KNew |
$3.24M - $3.41M
|
74.9K
$3.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
66.1KNew |
$2.86M - $3.01M
|
66.1K
$3.14M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
38KNew |
$1.64M - $1.73M
|
38K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17KNew |
$736K - $773K
|
17K
$805K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
13KNew |
$564K - $593K
|
13K
$618K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.72KNew |
$421K - $443K
|
9.72K
$461K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.05K+ 13.4% |
$349K - $367K
|
68.2K
$3.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.5K+ 3.98% |
$325K - $342K
|
196K
$9.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.71KNew |
$248K - $260K
|
5.71K
$271K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.16K+ 27.27% |
$180K - $189K
|
19.4K
$921K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.06K+ 34.79% |
$89.2K - $93.7K
|
7.97K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.54K+ 9.31% |
$66.7K - $70.1K
|
18.1K
$857K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.23K+ 7.02% |
$53.1K - $55.8K
|
18.7K
$886K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$43.3K - $45.5K
|
1K
$47.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
925New |
$40.1K - $42.1K
|
925
$43.9K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
698+ 12.55% |
$30.2K - $31.8K
|
6.26K
$297K
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
225+ 3.4% |
$9.75K - $10.2K
|
6.84K
$325K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
209New |
$9.05K - $9.52K
|
209
$9.91K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
151+ 4.04% |
$6.54K - $6.88K
|
3.89K
$185K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
119+ 11900.0% |
$5.16K - $5.42K
|
120
$5.69K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
96+ 2400.0% |
$4.16K - $4.37K
|
100
$4.74K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.94% |
$606 - $638
|
1.51K
$71.7K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 1.11% |
$433 - $455
|
907
$43K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10+ 0.09% |
$433 - $455
|
11K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6+ 1.12% |
$260 - $273
|
544
$25.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.44% |
$173 - $182
|
906
$43K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.82% |
$217 - $228
|
603
$28.6K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-17- 0.29% |
$736 - $774
|
5.81K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-96- 96.0% |
$4.16K - $4.37K
|
4
$190
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-308- 3.35% |
$13.3K - $14K
|
8.89K
$422K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-473- 3.97% |
$20.5K - $21.5K
|
11.4K
$543K
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-765- 0.82% |
$33.1K - $34.8K
|
92.5K
$4.39M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-794- 4.42% |
$34.4K - $36.2K
|
17.2K
$815K
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-893- 5.72% |
$38.7K - $40.7K
|
14.7K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.04K- 8.54% |
$45.1K - $47.4K
|
11.1K
$528K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.1K- 8.98% |
$47.7K - $50.1K
|
11.2K
$529K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.57K- 28.45% |
$112K - $117K
|
6.48K
$307K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.14K- 31.66% |
$222K - $234K
|
11.1K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-5.72K- 29.56% |
$248K - $261K
|
13.6K
$647K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.78K- 39.43% |
$250K - $263K
|
8.88K
$421K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.6K- 32.2% |
$1.02M - $1.07M
|
49.7K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.5K- 44.34% |
$1.88M - $1.98M
|
54.6K
$2.59M
|