Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 12.02% |
$47.2K - $49.2K
|
9.54K
$453K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 19.42% |
$46.1K - $48.1K
|
6.15K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
665+ 4.08% |
$30.7K - $32K
|
17K
$806K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
656+ 5.36% |
$30.3K - $31.5K
|
12.9K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
646+ 1.81% |
$29.8K - $31K
|
36.3K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 51.22% |
$29.1K - $30.3K
|
1.86K
$88.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
624+ 6.79% |
$28.8K - $30K
|
9.81K
$466K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
624+ 6.43% |
$28.8K - $30K
|
10.3K
$490K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
585+ 336.21% |
$27K - $28.1K
|
759
$36.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$23.9K - $24.9K
|
519
$24.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
509+ 5.89% |
$23.5K - $24.5K
|
9.15K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
504+ 9.81% |
$23.3K - $24.2K
|
5.64K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
500+ 1666.67% |
$23.1K - $24K
|
530
$25.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
467New |
$21.5K - $22.4K
|
467
$22.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
439+ 8.98% |
$20.3K - $21.1K
|
5.33K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 76.41% |
$18.1K - $18.8K
|
905
$43K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
386+ 0.83% |
$17.8K - $18.6K
|
47.1K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
378+ 1.72% |
$17.4K - $18.2K
|
22.4K
$1.06M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
316+ 4.3% |
$14.6K - $15.2K
|
7.66K
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
217+ 1.58% |
$10K - $10.4K
|
14K
$663K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 37.27% |
$8.31K - $8.65K
|
663
$31.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
165New |
$7.61K - $7.93K
|
165
$7.84K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
143+ 1.79% |
$6.6K - $6.87K
|
8.15K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134New |
$6.18K - $6.44K
|
134
$6.37K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132+ 76.74% |
$6.09K - $6.34K
|
304
$14.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
95+ 5.31% |
$4.38K - $4.57K
|
1.89K
$89.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 0.24% |
$3.88K - $4.04K
|
34.9K
$1.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
80+ 1.78% |
$3.69K - $3.84K
|
4.57K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
76+ 1.59% |
$3.51K - $3.65K
|
4.86K
$231K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 2.02% |
$2.77K - $2.88K
|
3.03K
$144K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
52+ 1.13% |
$2.4K - $2.5K
|
4.67K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 3.06% |
$1.98K - $2.07K
|
1.45K
$68.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40+ 40.0% |
$1.85K - $1.92K
|
140
$6.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29+ 0.16% |
$1.34K - $1.39K
|
17.8K
$847K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$923 - $961
|
19.1K
$908K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 6.16% |
$831 - $865
|
310
$14.7K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.92% |
$784 - $817
|
1.86K
$88.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.35% |
$46.1 - $48.1
|
288
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 6.77% |
$415 - $433
|
124
$5.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-54- 76.06% |
$2.49K - $2.6K
|
17
$808
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-63- 35.39% |
$2.91K - $3.03K
|
115
$5.46K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 17.83% |
$3.78K - $3.94K
|
378
$18K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-103- 91.15% |
$4.75K - $4.95K
|
10
$475
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-201- 1.78% |
$9.27K - $9.66K
|
11.1K
$527K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-289- 4.04% |
$13.3K - $13.9K
|
6.87K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-318- 3.25% |
$14.7K - $15.3K
|
9.45K
$449K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-499- 7.9% |
$23K - $24K
|
5.81K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-596- 99.5% |
$27.5K - $28.6K
|
3
$143
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-607- 15.41% |
$28K - $29.2K
|
3.33K
$158K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 4.4% |
$41.8K - $43.5K
|
19.7K
$935K
|