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 |
---|---|---|---|---|---|---|---|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
112K+ 13.86% |
$5.04M - $5.16M
|
918K
$42.1M
|
|
Q1 2024 | |||||||
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42.2KNew |
$1.92M - $1.96M
|
42.2K
$1.94M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9K+ 90.66% |
$680K - $691K
|
31.4K
$1.44M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4K+ 44.78% |
$749K - $762K
|
53.2K
$2.44M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.92KNew |
$361K - $367K
|
7.92K
$363K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.8K+ 66.5% |
$904K - $919K
|
49.7K
$2.28M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.02K- 17.18% |
$183K - $186K
|
19.4K
$888K
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
374+ 3.29% |
$17K - $17.3K
|
11.7K
$539K
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
15.5K+ 75.42% |
$705K - $716K
|
36K
$1.65M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
9.78K+ 76.41% |
$446K - $453K
|
22.6K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.3K+ 99.53% |
$1.38M - $1.4M
|
60.7K
$2.79M
|
|
May 14, 2024
Q1 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-4.55K- 50.0% |
$207K - $211K
|
4.55K
$209K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.47K+ 11.09% |
$66.8K - $67.9K
|
14.7K
$673K
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.31K+ 5.36% |
$59.7K - $60.7K
|
25.7K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.98KNew |
$227K - $230K
|
4.98K
$228K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.46K+ 32.8% |
$112K - $114K
|
9.94K
$456K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
741K+ 36.63% |
$33.8M - $34.3M
|
2.76M
$127M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.53K+ 19.0% |
$343K - $349K
|
47.2K
$2.16M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.07K- 88.25% |
$94.1K - $95.7K
|
275
$12.6K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.6KNew |
$392K - $398K
|
8.6K
$394K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
600+ 5.04% |
$27.3K - $27.8K
|
12.5K
$574K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$609K - $620K
|
13.4K
$613K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
338+ 1.98% |
$15.4K - $15.7K
|
17.4K
$798K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.42K+ 12.15% |
$338K - $344K
|
68.5K
$3.14M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
559K+ 44.52% |
$25.5M - $25.9M
|
1.81M
$83.2M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.7K+ 20.19% |
$1.17M - $1.19M
|
153K
$7.02M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.8KNew |
$765K - $777K
|
16.8K
$769K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
500+ 11.11% |
$22.8K - $23.2K
|
5K
$229K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
279New |
$12.7K - $12.9K
|
279
$12.8K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$456 - $463
|
10
$459
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
BUY
|
- |
516+ 2.7% |
$23.5K - $23.9K
|
19.6K
$899K
|
|
Q4 2023 | |||||||
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
97.8K+ 43.93% |
$4.18M - $4.51M
|
320K
$14.7M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
383+ 14.03% |
$16.4K - $17.7K
|
3.11K
$143K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.8KNew |
$760K - $820K
|
17.8K
$815K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$430K - $464K
|
10K
$460K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
410+ 2157.89% |
$17.5K - $18.9K
|
429
$19.7K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149New |
$6.37K - $6.88K
|
149
$6.83K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.46KNew |
$62.6K - $67.5K
|
1.46K
$67.1K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.15KNew |
$220K - $238K
|
5.15K
$236K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
465New |
$19.9K - $21.5K
|
465
$21.3K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.2KNew |
$94.1K - $102K
|
2.2K
$101K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.8KNew |
$163K - $175K
|
3.8K
$174K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.69% |
$87.2 - $90.2
|
289
$13.3K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.02K+ 11.63% |
$44.7K - $46.2K
|
9.83K
$451K
|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-6.33K- 17.1% |
$276K - $286K
|
30.7K
$1.41M
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-170K- 94.44% |
$7.41M - $7.67M
|
10K
$459K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
168+ 49.27% |
$7.33K - $7.58K
|
509
$23.3K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-52- 2.86% |
$2.29K - $2.36K
|
1.77K
$80.9K
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-515- 73.57% |
$22.7K - $23.3K
|
185
$8.48K
|