Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
184KNew |
$9.33M - $9.55M
|
184K
$8.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
72.6K+ 599.84% |
$3.68M - $3.76M
|
84.7K
$3.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
69.3KNew |
$3.51M - $3.59M
|
69.3K
$3.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
43.9K+ 507.05% |
$2.22M - $2.27M
|
52.5K
$2.47M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
28.7K+ 14.99% |
$1.45M - $1.48M
|
220K
$10.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.5KNew |
$1.04M - $1.06M
|
20.5K
$964K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.91KNew |
$198K - $202K
|
3.91K
$184K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
3.7K+ 9.44% |
$187K - $192K
|
42.9K
$2.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.45KNew |
$124K - $127K
|
2.45K
$115K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.69K+ 19.12% |
$85.6K - $87.6K
|
10.5K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38K+ 1.57% |
$69.9K - $71.5K
|
89.3K
$4.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.13K+ 27.02% |
$57.4K - $58.8K
|
5.33K
$251K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.08KNew |
$54.8K - $56.1K
|
1.08K
$51K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.02KNew |
$51.7K - $52.9K
|
1.02K
$48K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
944+ 8.47% |
$47.8K - $48.9K
|
12.1K
$569K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
851+ 4.79% |
$43.1K - $44.1K
|
18.6K
$877K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
807+ 18.84% |
$40.9K - $41.8K
|
5.09K
$239K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
697+ 17.16% |
$35.3K - $36.1K
|
4.76K
$224K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
660+ 13.41% |
$33.4K - $34.2K
|
5.58K
$263K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
349+ 6.32% |
$17.7K - $18.1K
|
5.87K
$276K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
328+ 2.69% |
$16.6K - $17K
|
12.5K
$590K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
304+ 7.33% |
$15.4K - $15.8K
|
4.45K
$209K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
98+ 2.3% |
$4.96K - $5.08K
|
4.35K
$205K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
43+ 9.19% |
$2.18K - $2.23K
|
511
$24K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17+ 1.64% |
$861 - $881
|
1.06K
$49.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$50.6 - $51.8
|
1
$47.1
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-65- 1.19% |
$3.29K - $3.37K
|
5.41K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-83- 0.5% |
$4.2K - $4.3K
|
16.6K
$781K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 1.18% |
$6.13K - $6.27K
|
10.1K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-201Closed |
$10.2K - $10.4K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-203Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-263- 3.11% |
$13.3K - $13.6K
|
8.2K
$386K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-303Closed |
$15.3K - $15.7K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-396- 3.47% |
$20.1K - $20.5K
|
11K
$518K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-463- 25.29% |
$23.4K - $24K
|
1.37K
$64.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-699- 1.03% |
$35.4K - $36.2K
|
67.2K
$3.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-800- 99.88% |
$40.5K - $41.5K
|
1
$47.1
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.6K- 9.29% |
$131K - $135K
|
25.4K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.05KClosed |
$205K - $210K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.9KClosed |
$299K - $306K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-101KClosed |
$5.11M - $5.23M
|
0
$0
|