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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 18.66% |
$54.7K - $56.2K
|
7.45K
$350K
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.11K+ 8.62% |
$51.9K - $53.3K
|
14K
$659K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07K+ 18.95% |
$49.9K - $51.3K
|
6.71K
$316K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 31.93% |
$48.7K - $50.1K
|
4.31K
$203K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 4.52% |
$48.6K - $49.9K
|
24.1K
$1.13M
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
941+ 4.21% |
$43.9K - $45.1K
|
23.3K
$1.1M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
912+ 11.19% |
$42.6K - $43.7K
|
9.06K
$426K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
779New |
$36.4K - $37.4K
|
779
$36.6K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
637New |
$29.7K - $30.5K
|
637
$30K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
617New |
$28.8K - $29.6K
|
617
$29K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 6.86% |
$28.7K - $29.4K
|
9.57K
$450K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
571+ 107.74% |
$26.7K - $27.4K
|
1.1K
$51.8K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
557+ 17.12% |
$26K - $26.7K
|
3.81K
$179K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
549+ 18.12% |
$25.6K - $26.3K
|
3.58K
$168K
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
538+ 10.1% |
$25.1K - $25.8K
|
5.87K
$276K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525+ 391.79% |
$24.5K - $25.2K
|
659
$31K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
432+ 7.17% |
$20.2K - $20.7K
|
6.46K
$304K
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
425New |
$19.8K - $20.4K
|
425
$20K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
404New |
$18.9K - $19.4K
|
404
$19K
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
329+ 4.88% |
$15.4K - $15.8K
|
7.07K
$332K
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
328+ 59.21% |
$15.3K - $15.7K
|
882
$41.5K
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
320New |
$14.9K - $15.3K
|
320
$15K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
255New |
$11.9K - $12.2K
|
255
$12K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
231New |
$10.8K - $11.1K
|
231
$10.9K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
211+ 4.27% |
$9.85K - $10.1K
|
5.16K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
203+ 0.58% |
$9.48K - $9.73K
|
35.1K
$1.65M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
199+ 0.11% |
$9.29K - $9.54K
|
175K
$8.24M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
165New |
$7.7K - $7.91K
|
165
$7.76K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
146+ 31.26% |
$6.82K - $7K
|
613
$28.8K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
134+ 1.75% |
$6.26K - $6.43K
|
7.8K
$367K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
132New |
$6.16K - $6.33K
|
132
$6.21K
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
119+ 0.1% |
$5.55K - $5.71K
|
121K
$5.71M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
118New |
$5.51K - $5.66K
|
118
$5.55K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
115New |
$5.37K - $5.51K
|
115
$5.41K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
104+ 2.28% |
$4.85K - $4.99K
|
4.68K
$220K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
99+ 2.04% |
$4.62K - $4.75K
|
4.96K
$233K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85New |
$3.97K - $4.08K
|
85
$4K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.67K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.67K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
27+ 0.14% |
$1.26K - $1.29K
|
19.1K
$899K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22New |
$1.03K - $1.05K
|
22
$1.03K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21New |
$980 - $1.01K
|
21
$988
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.22% |
$934 - $959
|
9.28K
$436K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20New |
$934 - $959
|
20
$941
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.08% |
$934 - $959
|
1.88K
$88.4K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16New |
$747 - $767
|
16
$752
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
12+ 57.14% |
$560 - $575
|
33
$1.55K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 20.0% |
$93.4 - $95.9
|
8
$376
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 17.71% |
$2.38K - $2.45K
|
237
$11.1K
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-147- 1.79% |
$6.86K - $7.05K
|
8.08K
$380K
|