Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
514K+ 357.64% |
$22.5M - $23M
|
658K
$31M
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
251KNew |
$11M - $11.2M
|
251K
$11.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
129K+ 128.61% |
$5.66M - $5.77M
|
229K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126K+ 253.65% |
$5.52M - $5.63M
|
176K
$8.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
54.3K+ 82.15% |
$2.38M - $2.43M
|
120K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.6KNew |
$726K - $740K
|
16.6K
$779K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.2KNew |
$621K - $633K
|
14.2K
$667K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8KNew |
$473K - $483K
|
10.8K
$508K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.1KNew |
$441K - $450K
|
10.1K
$474K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.48K+ 11.88% |
$284K - $290K
|
61.1K
$2.87M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.19K+ 69.75% |
$272K - $277K
|
15.1K
$709K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.93K+ 30.52% |
$260K - $265K
|
25.3K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.92KNew |
$216K - $220K
|
4.92K
$232K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.81K+ 20.62% |
$123K - $126K
|
16.4K
$774K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.82KNew |
$79.6K - $81.2K
|
1.82K
$85.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.65K+ 14.85% |
$72.5K - $73.9K
|
12.8K
$602K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.64K+ 25.39% |
$72.1K - $73.5K
|
8.12K
$382K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.06K+ 16.98% |
$46.6K - $47.5K
|
7.32K
$345K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 6.03% |
$44.9K - $45.8K
|
18K
$847K
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
881+ 5.13% |
$38.6K - $39.4K
|
18.1K
$850K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
789+ 8.88% |
$34.6K - $35.3K
|
9.68K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
600New |
$26.3K - $26.8K
|
600
$28.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
172+ 1.17% |
$7.54K - $7.69K
|
14.9K
$700K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
54+ 0.79% |
$2.37K - $2.41K
|
6.9K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
22+ 0.17% |
$965 - $983
|
13.1K
$614K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17+ 1.87% |
$745 - $760
|
924
$43.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
17+ 0.15% |
$745 - $760
|
11K
$517K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.73% |
$482 - $492
|
1.52K
$71.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 1.84% |
$439 - $447
|
554
$26.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 0.8% |
$351 - $358
|
992
$46.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-26- 0.67% |
$1.14K - $1.16K
|
3.86K
$182K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-40- 0.69% |
$1.75K - $1.79K
|
5.77K
$272K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-119- 99.17% |
$5.22K - $5.32K
|
1
$47.1
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-123- 1.54% |
$5.39K - $5.5K
|
7.85K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-225- 22.06% |
$9.87K - $10.1K
|
795
$37.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-468- 4.2% |
$20.5K - $20.9K
|
10.7K
$503K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.18K- 3.12% |
$51.9K - $52.9K
|
36.8K
$1.73M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.8K- 9.97% |
$79K - $80.5K
|
16.3K
$765K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.6K- 6.74% |
$202K - $205K
|
63.6K
$2.99M
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-7.18K- 8.74% |
$315K - $321K
|
75K
$3.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-7.46K- 39.94% |
$327K - $334K
|
11.2K
$528K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13K- 14.06% |
$570K - $581K
|
79.5K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-21.7K- 29.04% |
$953K - $972K
|
53.1K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.2K- 13.38% |
$1.15M - $1.17M
|
170K
$7.99M
|