Latest Institutional Transactions on Ishares Tr Bb Rated Corporate (HYBB)
This table provides information on the latest institutional transactions involving Ishares Tr Bb Rated Corporate (HYBB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-9K- 2.72% |
$413K - $421K
|
322K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.45% |
$91.8 - $93.6
|
442
$20.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7K+ 19.75% |
$1.04M - $1.06M
|
137K
$6.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
411New |
$18.9K - $19.2K
|
411
$18.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13.6K- 54.35% |
$625K - $637K
|
11.4K
$526K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.1K- 37.52% |
$417K - $426K
|
15.1K
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.2K+ 30.66% |
$741K - $756K
|
68.9K
$3.17M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
554New |
$25.4K - $25.9K
|
554
$25.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
720+ 6.04% |
$33K - $33.7K
|
12.6K
$581K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 10.96% |
$119K - $122K
|
21.1K
$973K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
4.5K+ 41.94% |
$207K - $211K
|
15.2K
$701K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 138100.0% |
$63.4K - $64.6K
|
1.38K
$63.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
14.7K+ 2.0% |
$676K - $690K
|
753K
$34.6M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.34% |
$45.7 - $47.1
|
291
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.4K- 87.37% |
$706K - $727K
|
2.23K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-78.4K- 4.23% |
$3.59M - $3.69M
|
1.77M
$81.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-271- 29.46% |
$12.4K - $12.8K
|
649
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.83K+ 12.13% |
$129K - $133K
|
26.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
209+ 1.22% |
$9.56K - $9.84K
|
17.3K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.8K- 72.64% |
$2.51M - $2.58M
|
20.6K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.89K- 36.55% |
$178K - $183K
|
6.76K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.8K+ 54.08% |
$128K - $132K
|
7.98K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
499New |
$22.8K - $23.5K
|
499
$23K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
903+ 6.31% |
$41.3K - $42.5K
|
15.2K
$699K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
343New |
$15.7K - $16.2K
|
343
$15.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-588- 1.49% |
$26.9K - $27.7K
|
39K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.03KNew |
$230K - $237K
|
5.03K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-139K- 5.78% |
$6.35M - $6.54M
|
2.26M
$104M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.11K+ 4.9% |
$96.4K - $99.3K
|
45.1K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.34K+ 8.69% |
$107K - $110K
|
29.3K
$1.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
343New |
$15.7K - $16.2K
|
343
$15.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.04K+ 3.05% |
$47.7K - $49.2K
|
35.3K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
874New |
$40K - $41.2K
|
874
$40.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
265New |
$12.1K - $12.5K
|
265
$12.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-560- 1.91% |
$25.6K - $26.4K
|
28.7K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
15.2K+ 53.34% |
$695K - $716K
|
43.7K
$2.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 60.34% |
$48.7K - $50.2K
|
700
$32.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
14.9K+ 7.42% |
$683K - $704K
|
216K
$9.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.86K- 15.56% |
$314K - $323K
|
37.3K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.16K+ 9.45% |
$53.2K - $54.8K
|
13.5K
$620K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$183 - $188
|
4
$184
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.55K- 50.0% |
$208K - $214K
|
4.55K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
17.6KNew |
$806K - $830K
|
17.6K
$811K
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
15.4K+ 40.47% |
$706K - $727K
|
53.6K
$2.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 8.01% |
$45.7K - $47.1K
|
11.5K
$529K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
438New |
$20K - $20.7K
|
438
$20.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.3KNew |
$1.25M - $1.29M
|
27.3K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
222New |
$10.2K - $10.5K
|
222
$10.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
335+ 58.98% |
$15.3K - $15.9K
|
903
$41.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
264+ 5.93% |
$12.1K - $12.5K
|
4.72K
$217K
|
|