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
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-8- 26.67% |
$357 - $380
|
22
$1.04K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 2.35% |
$446 - $475
|
415
$19.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-28- 14.0% |
$1.25K - $1.33K
|
172
$8.16K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-34- 8.99% |
$1.52K - $1.61K
|
344
$16.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 36.94% |
$1.83K - $1.95K
|
70
$3.32K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76- 40.43% |
$3.39K - $3.61K
|
112
$5.31K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-156- 14.27% |
$6.96K - $7.41K
|
937
$44.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-179- 89.5% |
$7.99K - $8.5K
|
21
$996
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-217- 2.71% |
$9.69K - $10.3K
|
7.78K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-227- 0.65% |
$10.1K - $10.8K
|
34.8K
$1.65M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 33.44% |
$14.2K - $15.1K
|
635
$30.1K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-329- 1.5% |
$14.7K - $15.6K
|
21.7K
$1.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-335- 1.4% |
$15K - $15.9K
|
23.6K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-344- 1.57% |
$15.4K - $16.3K
|
21.6K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-344- 79.63% |
$15.4K - $16.3K
|
88
$4.17K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-346- 1.53% |
$15.4K - $16.4K
|
22.3K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 38.7% |
$16.2K - $17.2K
|
575
$27.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-566- 76.8% |
$25.3K - $26.9K
|
171
$8.11K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-584- 64.89% |
$26.1K - $27.7K
|
316
$15K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-584- 5.91% |
$26.1K - $27.7K
|
9.3K
$441K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-657- 19.77% |
$29.3K - $31.2K
|
2.67K
$126K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
SELL
|
- |
-815- 0.45% |
$36.4K - $38.7K
|
179K
$8.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-873- 15.22% |
$39K - $41.5K
|
4.86K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-910- 3.66% |
$40.6K - $43.2K
|
23.9K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.05K- 16.47% |
$46.8K - $49.8K
|
5.32K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 48.47% |
$49.4K - $52.5K
|
1.18K
$55.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 1.17% |
$61.3K - $65.2K
|
116K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.38K- 32.3% |
$61.4K - $65.3K
|
2.88K
$137K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.49K- 9.06% |
$66.7K - $70.9K
|
15K
$711K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.52K- 24.13% |
$67.7K - $72K
|
4.77K
$226K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 23.49% |
$69.2K - $73.6K
|
5.05K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 2.37% |
$70K - $74.5K
|
64.7K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.64K- 29.34% |
$73.3K - $77.9K
|
3.95K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.75K- 35.72% |
$78.1K - $83K
|
3.15K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.76K- 3.57% |
$78.4K - $83.4K
|
47.5K
$2.25M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.92K- 12.35% |
$85.8K - $91.3K
|
13.7K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-2.3K- 2.42% |
$103K - $109K
|
92.8K
$4.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-2.92K- 89.46% |
$130K - $139K
|
344
$16.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-3.16K- 66.99% |
$141K - $150K
|
1.56K
$73.8K
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-3.22K- 25.86% |
$144K - $153K
|
9.22K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.34K- 14.3% |
$149K - $158K
|
20K
$948K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.53K- 11.07% |
$158K - $168K
|
28.4K
$1.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.76K- 61.46% |
$168K - $179K
|
2.36K
$112K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.87K- 23.63% |
$173K - $184K
|
12.5K
$593K
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-4.13K- 34.54% |
$184K - $196K
|
7.82K
$371K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.16K- 47.49% |
$186K - $198K
|
4.6K
$218K
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-5.17K- 51.85% |
$231K - $246K
|
4.8K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.2K- 49.48% |
$232K - $247K
|
5.31K
$252K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.34K- 75.35% |
$283K - $301K
|
2.07K
$98.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.47K- 58.42% |
$289K - $307K
|
4.6K
$218K
|