Purchases and Sales Made in Q1 2024 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 2024. 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 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-72- 0.65% |
$3.3K - $3.37K
|
11K
$519K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 0.7% |
$4.58K - $4.68K
|
14.2K
$672K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-107- 35.2% |
$4.9K - $5.01K
|
197
$9.31K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-118- 50.64% |
$5.41K - $5.52K
|
115
$5.44K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-156- 11.05% |
$7.15K - $7.3K
|
1.26K
$59.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-187- 37.1% |
$8.57K - $8.75K
|
317
$15K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-208- 54.74% |
$9.53K - $9.73K
|
172
$8.13K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-514- 10.61% |
$23.5K - $24.1K
|
4.33K
$205K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-784- 57.14% |
$35.9K - $36.7K
|
588
$27.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-903- 14.01% |
$41.4K - $42.3K
|
5.54K
$262K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 14.16% |
$90.2K - $92.1K
|
11.9K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.17K- 18.27% |
$99.3K - $101K
|
9.69K
$458K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.38K- 93.18% |
$109K - $111K
|
174
$8.22K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.66K- 72.63% |
$122K - $125K
|
1K
$47.5K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.14K- 93.41% |
$190K - $194K
|
292
$13.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-4.31K- 6.35% |
$197K - $201K
|
63.5K
$3M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.52K- 74.4% |
$436K - $446K
|
3.28K
$155K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11.7K- 92.3% |
$536K - $548K
|
977
$46.2K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.9K- 55.2% |
$639K - $652K
|
11.3K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.3K- 69.16% |
$700K - $715K
|
6.81K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-20.7K- 99.0% |
$948K - $968K
|
208
$9.83K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-22.8K- 71.37% |
$1.05M - $1.07M
|
9.16K
$433K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.9K- 41.43% |
$1.14M - $1.17M
|
35.2K
$1.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-42.4K- 83.74% |
$1.94M - $1.98M
|
8.23K
$389K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-46.8K- 15.49% |
$2.14M - $2.19M
|
255K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.9K- 37.64% |
$2.15M - $2.19M
|
77.7K
$3.67M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.4K- 62.4% |
$2.68M - $2.73M
|
35.2K
$1.66M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-59.6K- 79.29% |
$2.73M - $2.79M
|
15.6K
$736K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-83.3K- 13.87% |
$3.82M - $3.9M
|
517K
$24.5M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-149K- 99.79% |
$6.81M - $6.96M
|
316
$14.9K
|