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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 56.89% |
$58.1K - $60.5K
|
954
$45.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 11.17% |
$59.1K - $61.5K
|
10.2K
$484K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 13.66% |
$61.3K - $63.8K
|
8.39K
$399K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.52K- 14.07% |
$69.9K - $72.8K
|
9.26K
$440K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.6K- 3.56% |
$73.6K - $76.7K
|
43.2K
$2.05M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.99K- 16.59% |
$91.7K - $95.5K
|
9.99K
$475K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.79K- 25.33% |
$129K - $134K
|
8.23K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.83K- 37.88% |
$177K - $184K
|
6.28K
$298K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.8K- 13.27% |
$222K - $231K
|
31.4K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-5.67K- 4.47% |
$261K - $272K
|
121K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.13K- 12.8% |
$329K - $343K
|
48.5K
$2.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.35K- 1.26% |
$339K - $353K
|
575K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.99K- 4.72% |
$415K - $432K
|
182K
$8.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.85K- 3.1% |
$454K - $473K
|
308K
$14.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 19.84% |
$522K - $543K
|
45.7K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.7K- 40.58% |
$680K - $709K
|
21.6K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-19.1K- 24.79% |
$881K - $918K
|
57.9K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23K- 7.23% |
$1.06M - $1.11M
|
295K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.4K- 45.48% |
$1.12M - $1.17M
|
29.2K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-27.4K- 57.97% |
$1.26M - $1.32M
|
19.9K
$944K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.4K- 4.97% |
$1.54M - $1.61M
|
639K
$30.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-44.7K- 64.3% |
$2.06M - $2.15M
|
24.8K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171K- 75.74% |
$7.89M - $8.22M
|
54.8K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-214K- 92.43% |
$9.87M - $10.3M
|
17.5K
$833K
|