Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
284K+ 868.03% |
$12.7M - $13.5M
|
316K
$15M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 99.88% |
$10.3M - $11M
|
462K
$21.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
128K+ 1340.35% |
$5.73M - $6.09M
|
138K
$6.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
57.8K+ 134.14% |
$2.58M - $2.74M
|
101K
$4.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
39.5K+ 8.65% |
$1.76M - $1.88M
|
496K
$23.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.3KNew |
$1.31M - $1.39M
|
29.3K
$1.39M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
28.9K+ 9.91% |
$1.29M - $1.37M
|
320K
$15.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.7K+ 82.26% |
$1.01M - $1.08M
|
50.2K
$2.37M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.5K+ 32.64% |
$869K - $924K
|
79.1K
$3.74M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 10.51% |
$496K - $527K
|
117K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$465K - $495K
|
10.4K
$493K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.4K+ 18.34% |
$465K - $494K
|
67.2K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 71.01% |
$451K - $480K
|
24.3K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9.92KNew |
$443K - $471K
|
9.92K
$469K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.63KNew |
$430K - $457K
|
9.63K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.5KNew |
$379K - $403K
|
8.5K
$402K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.02KNew |
$358K - $381K
|
8.02K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.46KNew |
$288K - $307K
|
6.46K
$305K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
6K+ 59.38% |
$268K - $285K
|
16.1K
$762K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.99KNew |
$267K - $284K
|
5.99K
$283K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.5KNew |
$245K - $261K
|
5.5K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.34KNew |
$194K - $206K
|
4.34K
$205K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 19.39% |
$176K - $187K
|
24.3K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.91K+ 55.76% |
$174K - $186K
|
10.9K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.26K+ 6.49% |
$145K - $155K
|
53.4K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.94KNew |
$131K - $140K
|
2.94K
$139K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.77K+ 1.4% |
$124K - $132K
|
201K
$9.48M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 1.61% |
$113K - $120K
|
160K
$7.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43KNew |
$108K - $115K
|
2.43K
$115K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 5.27% |
$101K - $108K
|
45.4K
$2.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.16K+ 28.49% |
$96.5K - $103K
|
9.75K
$461K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
2.16K+ 7.96% |
$96.4K - $103K
|
29.3K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 12.88% |
$80.3K - $85.4K
|
15.8K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.77K+ 14.9% |
$79K - $84K
|
13.7K
$645K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.49K+ 1.58% |
$66.3K - $70.6K
|
95.6K
$4.52M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.42KNew |
$63.5K - $67.6K
|
1.42K
$67.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.03K+ 53.03% |
$46.1K - $49K
|
2.98K
$141K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
934+ 3.53% |
$41.7K - $44.3K
|
27.4K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
929+ 9.09% |
$41.5K - $44.1K
|
11.2K
$527K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
716+ 66.36% |
$32K - $34K
|
1.8K
$84.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
490+ 6.8% |
$21.9K - $23.3K
|
7.69K
$364K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
469+ 3.87% |
$20.9K - $22.3K
|
12.6K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
450+ 5.24% |
$20.1K - $21.4K
|
9.05K
$428K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
264+ 4.49% |
$11.8K - $12.5K
|
6.14K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
256+ 5.54% |
$11.4K - $12.2K
|
4.88K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
253+ 1.52% |
$11.3K - $12K
|
16.9K
$799K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$8.48K - $9.02K
|
190
$8.98K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
185+ 0.33% |
$8.26K - $8.78K
|
56.2K
$2.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
150+ 1.9% |
$6.7K - $7.12K
|
8.07K
$381K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
91New |
$4.06K - $4.32K
|
91
$4.3K
|