Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 1260.81% |
$5.88M - $6.04M
|
136K
$6.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.5K+ 858.89% |
$4.08M - $4.19M
|
97.6K
$4.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
80.2KNew |
$3.74M - $3.84M
|
80.2K
$3.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.4K+ 44.04% |
$2.4M - $2.46M
|
168K
$7.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.1K+ 23.19% |
$1.17M - $1.2M
|
133K
$6.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8K+ 246.78% |
$643K - $661K
|
19.4K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.8KNew |
$597K - $613K
|
12.8K
$606K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 44.82% |
$536K - $551K
|
37.1K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$468K - $481K
|
10K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.74KNew |
$455K - $467K
|
9.74K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
8.02KNew |
$374K - $384K
|
8.02K
$380K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.2KNew |
$336K - $345K
|
7.2K
$342K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.86K+ 8.26% |
$320K - $329K
|
90K
$4.27M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.6KNew |
$308K - $316K
|
6.6K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.99KNew |
$279K - $287K
|
5.99K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.77KNew |
$269K - $277K
|
5.77K
$274K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.02K+ 4.52% |
$234K - $241K
|
116K
$5.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
5K+ 2.55% |
$233K - $240K
|
201K
$9.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.93K+ 22.43% |
$184K - $189K
|
21.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3.38KNew |
$158K - $162K
|
3.38K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.96KNew |
$138K - $142K
|
2.96K
$141K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.01K+ 99.6% |
$94K - $96.5K
|
4.03K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 18.66% |
$54.7K - $56.2K
|
7.45K
$353K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
941+ 4.21% |
$43.9K - $45.1K
|
23.3K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
617New |
$28.8K - $29.6K
|
617
$29.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 6.86% |
$28.7K - $29.4K
|
9.57K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
328+ 59.21% |
$15.3K - $15.7K
|
882
$41.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
115New |
$5.37K - $5.51K
|
115
$5.45K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-147- 1.79% |
$6.86K - $7.05K
|
8.08K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-281- 3.88% |
$13.1K - $13.5K
|
6.96K
$330K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 75.6% |
$16.1K - $16.5K
|
111
$5.26K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-976- 13.29% |
$45.6K - $46.8K
|
6.37K
$302K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 86.79% |
$49.7K - $51K
|
162
$7.68K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 0.54% |
$60.2K - $61.9K
|
238K
$11.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.84K- 44.51% |
$413K - $424K
|
11K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17.9K- 72.05% |
$834K - $856K
|
6.93K
$329K
|