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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.87K+ 36.2% |
$128K - $136K
|
10.8K
$512K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.77K+ 1.4% |
$124K - $132K
|
201K
$9.52M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.66KNew |
$119K - $126K
|
2.66K
$126K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.53K+ 1.61% |
$113K - $120K
|
160K
$7.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43KNew |
$108K - $115K
|
2.43K
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 4.35% |
$106K - $113K
|
57.1K
$2.71M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 5.27% |
$101K - $108K
|
45.4K
$2.15M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 11.85% |
$97.8K - $104K
|
20.7K
$980K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.19K+ 11.85% |
$97.8K - $104K
|
20.7K
$980K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.16K+ 28.49% |
$96.5K - $103K
|
9.75K
$462K
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
2.16K+ 7.96% |
$96.4K - $103K
|
29.3K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 12.88% |
$80.3K - $85.4K
|
15.8K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.8K+ 33.0% |
$80.2K - $85.3K
|
7.24K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.77K+ 14.9% |
$79K - $84K
|
13.7K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75K+ 37.64% |
$78.3K - $83.2K
|
6.41K
$304K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.49K+ 16.44% |
$66.5K - $70.7K
|
10.6K
$501K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.49K+ 1.58% |
$66.3K - $70.6K
|
95.6K
$4.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.42KNew |
$63.5K - $67.6K
|
1.42K
$67.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 5.73% |
$50.3K - $53.5K
|
20.8K
$986K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 1.91% |
$48.2K - $51.2K
|
57.4K
$2.72M
|
|
|
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
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
929+ 9.09% |
$41.5K - $44.1K
|
11.2K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
816+ 76.76% |
$36.4K - $38.7K
|
1.88K
$89.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
716+ 66.36% |
$32K - $34K
|
1.8K
$85.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
490+ 6.8% |
$21.9K - $23.3K
|
7.69K
$365K
|
|
|
Jul 24, 2025
Q2 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
469+ 3.87% |
$20.9K - $22.3K
|
12.6K
$597K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
464+ 1.58% |
$20.7K - $22K
|
29.9K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
455+ 5.83% |
$20.3K - $21.6K
|
8.26K
$392K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
450+ 5.24% |
$20.1K - $21.4K
|
9.05K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
423+ 7.09% |
$18.9K - $20.1K
|
6.39K
$303K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
385+ 36.7% |
$17.2K - $18.3K
|
1.43K
$68K
|
|
|
Jul 31, 2025
Q2 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
264+ 4.49% |
$11.8K - $12.5K
|
6.14K
$291K
|
|
|
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
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
196New |
$8.75K - $9.31K
|
196
$9.3K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$8.48K - $9.02K
|
190
$9.01K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
185+ 0.33% |
$8.26K - $8.78K
|
56.2K
$2.67M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
150+ 1.9% |
$6.7K - $7.12K
|
8.07K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
118+ 0.81% |
$5.27K - $5.6K
|
14.6K
$692K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
91New |
$4.06K - $4.32K
|
91
$4.32K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
86+ 1.72% |
$3.84K - $4.08K
|
5.09K
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84New |
$3.75K - $3.99K
|
84
$3.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
79+ 0.34% |
$3.53K - $3.75K
|
23.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
48New |
$2.14K - $2.28K
|
48
$2.28K
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
47+ 4.19% |
$2.1K - $2.23K
|
1.17K
$55.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 1.85% |
$937 - $997
|
1.16K
$54.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.3% |
$625 - $665
|
1.09K
$51.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 0.06% |
$312 - $332
|
12K
$568K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|