Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.49KNew |
$236K - $256K
|
5.49K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.17K+ 39.95% |
$222K - $241K
|
18.1K
$866K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.92KNew |
$211K - $229K
|
4.92K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.81KNew |
$206K - $224K
|
4.81K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.61KNew |
$198K - $214K
|
4.61K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.43KNew |
$190K - $206K
|
4.43K
$212K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.67KNew |
$158K - $171K
|
3.67K
$176K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
3.58K+ 44.19% |
$154K - $167K
|
11.7K
$559K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.44K+ 36.19% |
$148K - $160K
|
13K
$620K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.05KNew |
$131K - $142K
|
3.05K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.75K+ 23.96% |
$118K - $128K
|
14.2K
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.55KNew |
$110K - $119K
|
2.55K
$122K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.51KNew |
$108K - $117K
|
2.51K
$120K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.34KNew |
$100K - $109K
|
2.34K
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$95.5K - $104K
|
2.22K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.14K+ 21.98% |
$91.8K - $99.5K
|
11.9K
$567K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.65K+ 35.04% |
$70.7K - $76.6K
|
6.34K
$303K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$68.9K - $74.7K
|
1.6K
$76.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41KNew |
$60.7K - $65.8K
|
1.41K
$67.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.33KNew |
$57K - $61.8K
|
1.33K
$63.4K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.31K+ 16.07% |
$56.1K - $60.8K
|
9.43K
$451K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26KNew |
$54K - $58.5K
|
1.26K
$60.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
807+ 142.83% |
$34.7K - $37.6K
|
1.37K
$65.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
763+ 4.67% |
$32.8K - $35.5K
|
17.1K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
704New |
$30.2K - $32.8K
|
704
$33.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
684New |
$29.4K - $31.9K
|
684
$32.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
591New |
$25.4K - $27.5K
|
591
$28.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
552New |
$23.7K - $25.7K
|
552
$26.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
504New |
$21.7K - $23.5K
|
504
$24.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
489New |
$21K - $22.8K
|
489
$23.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
438New |
$18.8K - $20.4K
|
438
$21K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
411New |
$17.7K - $19.1K
|
411
$19.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
391+ 6.77% |
$16.8K - $18.2K
|
6.17K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
367New |
$15.8K - $17.1K
|
367
$17.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
304New |
$13.1K - $14.2K
|
304
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
279New |
$12K - $13K
|
279
$13.4K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
233New |
$10K - $10.9K
|
233
$11.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
210New |
$9.02K - $9.78K
|
210
$10K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
179New |
$7.69K - $8.34K
|
179
$8.57K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
151New |
$6.49K - $7.03K
|
151
$7.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149+ 64.5% |
$6.4K - $6.94K
|
380
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
142New |
$6.1K - $6.61K
|
142
$6.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
124+ 2.63% |
$5.33K - $5.77K
|
4.84K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96New |
$4.12K - $4.47K
|
96
$4.59K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81New |
$3.48K - $3.77K
|
81
$3.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54New |
$2.32K - $2.51K
|
54
$2.58K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.28K - $2.47K
|
53
$2.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.8K - $1.96K
|
42
$2.01K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 8.67% |
$1.46K - $1.58K
|
426
$20.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34New |
$1.46K - $1.58K
|
34
$1.63K
|