Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
513K+ 102.62% |
$23.4M - $24M
|
1.01M
$48.2M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
310KNew |
$14.1M - $14.5M
|
310K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
248KNew |
$11.3M - $11.6M
|
248K
$11.8M
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
185KNew |
$8.41M - $8.63M
|
185K
$8.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131KNew |
$5.97M - $6.12M
|
131K
$6.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
127KNew |
$5.78M - $5.93M
|
127K
$6.03M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
117K+ 58.09% |
$5.33M - $5.46M
|
318K
$15.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
84.7K+ 593.57% |
$3.86M - $3.96M
|
99K
$4.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
69.7K+ 822.72% |
$3.18M - $3.26M
|
78.2K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
65.6K+ 318.02% |
$2.99M - $3.06M
|
86.2K
$4.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
64.8K+ 12.53% |
$2.95M - $3.03M
|
582K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
63.9K+ 10.5% |
$2.91M - $2.98M
|
672K
$32M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
61.5K+ 145.32% |
$2.8M - $2.87M
|
104K
$4.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 14.35% |
$2.26M - $2.31M
|
395K
$18.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
45KNew |
$2.05M - $2.1M
|
45K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
38.7K+ 63.4% |
$1.76M - $1.81M
|
99.8K
$4.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
37.1K+ 19.09% |
$1.69M - $1.73M
|
232K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.7KNew |
$1.63M - $1.67M
|
35.7K
$1.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
25.1K+ 14.52% |
$1.14M - $1.17M
|
198K
$9.39M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.9K+ 44.19% |
$1.09M - $1.12M
|
78K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.4KNew |
$932K - $955K
|
20.4K
$972K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9KNew |
$908K - $931K
|
19.9K
$948K
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
19.6K+ 14.49% |
$895K - $918K
|
155K
$7.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.2K+ 7.48% |
$877K - $899K
|
277K
$13.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$732K - $751K
|
16.1K
$764K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14.6K+ 7.14% |
$664K - $681K
|
219K
$10.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.7K+ 6.49% |
$626K - $642K
|
226K
$10.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.1K+ 20.4% |
$595K - $610K
|
77K
$3.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12.1KNew |
$550K - $564K
|
12.1K
$574K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12K+ 14.86% |
$549K - $562K
|
93.1K
$4.42M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.3K+ 26.82% |
$516K - $529K
|
53.6K
$2.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
8.75K+ 20.73% |
$398K - $409K
|
50.9K
$2.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.3K+ 23.57% |
$378K - $388K
|
43.5K
$2.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8.2KNew |
$374K - $383K
|
8.2K
$390K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.78K+ 47.77% |
$354K - $363K
|
24.1K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.02K+ 68.62% |
$320K - $328K
|
17.3K
$820K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.46K+ 12.78% |
$294K - $302K
|
57K
$2.71M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.27KNew |
$286K - $293K
|
6.27K
$298K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.63K+ 77.07% |
$256K - $263K
|
12.9K
$614K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.24K+ 159.81% |
$239K - $245K
|
8.51K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.01K+ 32.16% |
$228K - $234K
|
20.6K
$978K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
4.78KNew |
$218K - $223K
|
4.78K
$227K
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.32KNew |
$197K - $202K
|
4.32K
$205K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.92K+ 49.76% |
$178K - $183K
|
11.8K
$560K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.6KNew |
$164K - $168K
|
3.6K
$171K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3.44K+ 48.49% |
$157K - $161K
|
10.5K
$501K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.27KNew |
$149K - $153K
|
3.27K
$155K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.03K+ 1.16% |
$138K - $142K
|
265K
$12.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.82K+ 30.75% |
$128K - $132K
|
12K
$569K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
2.55K+ 1.3% |
$116K - $119K
|
199K
$9.48M
|