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 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.58K- 34.52% |
$338K - $360K
|
14.4K
$682K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.68K- 9.5% |
$343K - $365K
|
73.1K
$3.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.74K- 61.19% |
$346K - $368K
|
4.91K
$233K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.19K- 56.18% |
$366K - $389K
|
6.39K
$303K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.62K- 57.84% |
$385K - $409K
|
6.29K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.14K- 34.41% |
$408K - $434K
|
17.4K
$827K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.42K- 16.72% |
$421K - $447K
|
46.9K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.2K- 20.27% |
$502K - $534K
|
44.2K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-11.4K- 49.28% |
$510K - $542K
|
11.8K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.5K- 40.05% |
$516K - $548K
|
17.3K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 5.73% |
$581K - $618K
|
214K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-13.2K- 50.19% |
$590K - $628K
|
13.1K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-13.5K- 71.99% |
$600K - $639K
|
5.23K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.6K- 19.96% |
$606K - $645K
|
54.5K
$2.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-16.3K- 60.01% |
$729K - $775K
|
10.9K
$516K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-16.6K- 16.91% |
$740K - $787K
|
81.4K
$3.86M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.9K- 64.52% |
$753K - $801K
|
9.28K
$440K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.7K- 79.06% |
$790K - $841K
|
4.69K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 43.73% |
$798K - $849K
|
23K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18.3K- 49.81% |
$815K - $867K
|
18.4K
$873K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19K- 46.51% |
$847K - $901K
|
21.8K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.1K- 58.46% |
$895K - $952K
|
14.3K
$676K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-21K- 53.26% |
$937K - $997K
|
18.4K
$874K
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-22K- 85.74% |
$981K - $1.04M
|
3.66K
$173K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 58.48% |
$1.17M - $1.25M
|
18.6K
$883K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.7K- 58.55% |
$1.41M - $1.5M
|
22.4K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34K- 54.68% |
$1.52M - $1.61M
|
28.2K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-34.8K- 62.18% |
$1.55M - $1.65M
|
21.2K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.6K- 1.53% |
$2.04M - $2.17M
|
2.93M
$139M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.4K- 19.05% |
$2.34M - $2.49M
|
222K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.9K- 57.9% |
$2.58M - $2.75M
|
42.1K
$2M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-66.3K- 80.42% |
$2.96M - $3.15M
|
16.1K
$765K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-68K- 66.6% |
$3.04M - $3.23M
|
34.1K
$1.62M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-71.6K- 59.22% |
$3.2M - $3.4M
|
49.3K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.7K- 73.83% |
$3.6M - $3.83M
|
28.6K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-89K- 61.72% |
$3.97M - $4.22M
|
55.2K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-91.6K- 61.39% |
$4.09M - $4.35M
|
57.6K
$2.73M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-107K- 97.88% |
$4.78M - $5.08M
|
2.32K
$110K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 25.33% |
$5.61M - $5.97M
|
371K
$17.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-136K- 31.03% |
$6.06M - $6.45M
|
302K
$14.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-183K- 69.4% |
$8.17M - $8.69M
|
80.7K
$3.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-231K- 20.5% |
$10.3M - $11M
|
897K
$42.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-238K- 47.41% |
$10.6M - $11.3M
|
264K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-239K- 48.89% |
$10.7M - $11.4M
|
250K
$11.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-281K- 63.56% |
$12.5M - $13.3M
|
161K
$7.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-382K- 63.04% |
$17M - $18.1M
|
224K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-391K- 99.72% |
$17.5M - $18.6M
|
1.11K
$52.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.4M- 51.73% |
$62.7M - $66.7M
|
1.31M
$62.1M
|