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 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-279- 2.8% |
$12.7K - $13K
|
9.7K
$460K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-287- 90.54% |
$13.1K - $13.4K
|
30
$1.42K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-327- 9.92% |
$14.9K - $15.3K
|
2.97K
$141K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-365- 20.63% |
$16.6K - $17K
|
1.4K
$66.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-464- 3.27% |
$21.1K - $21.7K
|
13.7K
$651K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-549- 54.68% |
$25K - $25.6K
|
455
$21.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-633- 5.31% |
$28.8K - $29.6K
|
11.3K
$535K
|
|
|
Jul 31, 2024
Q2 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-648- 5.02% |
$29.5K - $30.3K
|
12.3K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-796- 63.38% |
$36.3K - $37.2K
|
460
$21.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-849- 10.51% |
$38.7K - $39.7K
|
7.23K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-919- 8.47% |
$41.9K - $42.9K
|
9.93K
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-982- 55.7% |
$44.7K - $45.9K
|
781
$37K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 34.25% |
$50K - $51.2K
|
2.11K
$99.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.3K- 3.44% |
$59K - $60.5K
|
36.3K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 2.31% |
$60K - $61.6K
|
55.7K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.35K- 96.42% |
$61.3K - $62.8K
|
50
$2.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.68K- 24.63% |
$76.4K - $78.4K
|
5.14K
$243K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-2.44K- 6.32% |
$111K - $114K
|
36.2K
$1.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.3K- 22.93% |
$241K - $247K
|
17.8K
$844K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.45K- 2.78% |
$248K - $255K
|
191K
$9.03M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.45K- 2.78% |
$248K - $255K
|
191K
$9.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.56K- 21.77% |
$253K - $260K
|
20K
$947K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.36K- 10.75% |
$381K - $390K
|
69.4K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.1K- 24.41% |
$687K - $704K
|
46.7K
$2.21M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-16.3K- 25.61% |
$741K - $760K
|
47.3K
$2.24M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.2K- 51.38% |
$784K - $804K
|
16.3K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.1K- 5.94% |
$916K - $939K
|
318K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-37.3K- 73.25% |
$1.7M - $1.74M
|
13.6K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168K- 72.88% |
$7.65M - $7.85M
|
62.5K
$2.96M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-168K- 65.99% |
$7.67M - $7.86M
|
86.7K
$4.11M
|