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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 2.28% |
$988 - $1.07K
|
1.03K
$49.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 4.71% |
$2.41K - $2.61K
|
1.13K
$54.3K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-84- 0.41% |
$3.61K - $3.91K
|
20.2K
$968K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-433- 6.29% |
$18.6K - $20.2K
|
6.45K
$308K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-586- 15.34% |
$25.2K - $27.3K
|
3.23K
$155K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-671- 1.31% |
$28.8K - $31.2K
|
50.6K
$2.42M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-706- 4.2% |
$30.3K - $32.9K
|
16.1K
$771K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-717- 1.68% |
$30.8K - $33.4K
|
42K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.03K- 9.02% |
$44.4K - $48.2K
|
10.4K
$499K
|
|
|
Feb 05, 2024
Q4 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.5K- 0.59% |
$64.3K - $69.7K
|
251K
$12M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.62K- 15.48% |
$113K - $122K
|
14.3K
$685K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.26K- 30.72% |
$140K - $152K
|
7.35K
$352K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-9.26K- 12.01% |
$398K - $431K
|
67.8K
$3.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.3K- 8.96% |
$701K - $760K
|
166K
$7.94M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 9.32% |
$763K - $827K
|
173K
$8.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-108K- 55.67% |
$4.64M - $5.03M
|
86.1K
$4.12M
|