Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
51.3KNew |
$2.25M - $2.32M
|
51.3K
$2.44M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
39.4K+ 261.65% |
$1.73M - $1.78M
|
54.5K
$2.59M
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
33.4K+ 5.08% |
$1.46M - $1.51M
|
691K
$32.9M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9K+ 168.45% |
$1.22M - $1.26M
|
44.4K
$2.11M
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.3KNew |
$716K - $739K
|
16.3K
$778K
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.4K+ 7.29% |
$542K - $559K
|
182K
$8.67M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$516K - $532K
|
11.8K
$560K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.63K+ 7.99% |
$422K - $435K
|
130K
$6.19M
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
8.11KNew |
$355K - $366K
|
8.11K
$386K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.01K+ 162.76% |
$351K - $362K
|
12.9K
$615K
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
6.48K+ 8.63% |
$284K - $293K
|
81.5K
$3.88M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
5.94K+ 16.14% |
$260K - $268K
|
42.7K
$2.03M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.42KNew |
$237K - $245K
|
5.42K
$258K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
4.72KNew |
$207K - $213K
|
4.72K
$225K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.82KNew |
$167K - $173K
|
3.82K
$182K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.88K+ 158.54% |
$126K - $130K
|
4.7K
$223K
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
2.25K+ 12.48% |
$98.7K - $102K
|
20.3K
$966K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.19K+ 29.9% |
$95.9K - $99K
|
9.51K
$453K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.76K+ 16.42% |
$76.9K - $79.3K
|
12.4K
$592K
|
|
Nov 28, 2023
Q3 2023
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.58K+ 0.63% |
$69K - $71.2K
|
253K
$12M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.23K+ 1.93% |
$53.8K - $55.5K
|
64.8K
$3.08M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.19KNew |
$52.1K - $53.8K
|
1.19K
$56.6K
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
554New |
$24.3K - $25K
|
554
$26.4K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
369+ 2.24% |
$16.2K - $16.7K
|
16.8K
$800K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
230+ 23000.0% |
$10.1K - $10.4K
|
231
$11K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
179+ 1.4% |
$7.84K - $8.09K
|
13K
$617K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
45+ 0.47% |
$1.97K - $2.03K
|
9.72K
$463K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 1.95% |
$788 - $814
|
942
$44.8K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
18+ 0.16% |
$788 - $814
|
11K
$524K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 1.81% |
$788 - $814
|
1.01K
$48.1K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
18New |
$788 - $814
|
18
$856
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.99% |
$482 - $497
|
565
$26.9K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9+ 0.11% |
$394 - $407
|
8.13K
$387K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-18- 0.26% |
$788 - $814
|
6.88K
$327K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-44- 1.14% |
$1.93K - $1.99K
|
3.82K
$182K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.08K- 5.99% |
$47.2K - $48.7K
|
16.9K
$805K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.13K- 74.24% |
$49.5K - $51.1K
|
392
$18.7K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.46K- 18.62% |
$64K - $66.1K
|
6.39K
$304K
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.58K- 12.11% |
$69.2K - $71.5K
|
11.5K
$546K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 10.73% |
$76.4K - $78.9K
|
14.5K
$691K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.37K- 2.99% |
$104K - $107K
|
77.1K
$3.67M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-3.42K- 22.99% |
$150K - $155K
|
11.5K
$545K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.89K- 34.68% |
$170K - $176K
|
7.33K
$349K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 46.92% |
$521K - $537K
|
13.5K
$640K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.2K- 15.36% |
$1.54M - $1.59M
|
194K
$9.24M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.7K- 76.61% |
$1.78M - $1.84M
|
12.4K
$591K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 68.44% |
$5.26M - $5.43M
|
55.4K
$2.64M
|