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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.98K- 13.04% |
$399K - $422K
|
59.9K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 17.41% |
$88.9K - $94K
|
9.49K
$444K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.66K- 17.29% |
$163K - $172K
|
17.5K
$818K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 0.14% |
$978 - $1.03K
|
15.3K
$713K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-673K- 89.4% |
$29.9M - $31.6M
|
79.8K
$3.73M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-23- 6.71% |
$1.06K - $1.08K
|
320
$15K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
790+ 35.38% |
$36.2K - $37K
|
3.02K
$141K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54- 0.68% |
$2.48K - $2.53K
|
7.92K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-382- 58.86% |
$17.5K - $17.9K
|
267
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.17K+ 61.72% |
$191K - $195K
|
10.9K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.69% |
$91.8 - $93.6
|
289
$13.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.32K- 7.61% |
$60.6K - $61.8K
|
16K
$749K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.32K- 2.92% |
$60.4K - $61.6K
|
43.8K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$91.8 - $93.6
|
15.2K
$711K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39KClosed |
$1.79M - $1.82M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.55K+ 100.0% |
$209K - $213K
|
9.1K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.53K+ 48.47% |
$300K - $306K
|
20K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$229K - $234K
|
5K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
441+ 166.42% |
$20.2K - $20.6K
|
706
$33K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
866New |
$39.7K - $40.5K
|
866
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.7K+ 1.09% |
$1.14M - $1.16M
|
2.29M
$107M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.04K- 1.94% |
$47.6K - $48.6K
|
52.5K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.6K+ 2.69% |
$2.19M - $2.23M
|
1.82M
$85.1M
|
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-5.15K- 11.78% |
$236K - $241K
|
38.6K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66K+ 5.77% |
$75.9K - $77.5K
|
30.3K
$1.42M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-130- 0.37% |
$5.96K - $6.08K
|
35.2K
$1.64M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.11K+ 11.04% |
$189K - $193K
|
41.4K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.9K+ 180.62% |
$2.43M - $2.48M
|
82.2K
$3.84M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.65K+ 1.22% |
$121K - $124K
|
219K
$10.2M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1K- 28.57% |
$45.9K - $46.8K
|
2.5K
$117K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-9K- 2.72% |
$413K - $421K
|
322K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.45% |
$91.8 - $93.6
|
442
$20.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
411New |
$18.9K - $19.2K
|
411
$19.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7K+ 19.75% |
$1.04M - $1.06M
|
137K
$6.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.1K- 37.52% |
$417K - $426K
|
15.1K
$708K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13.6K- 54.35% |
$625K - $637K
|
11.4K
$535K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
554New |
$25.4K - $25.9K
|
554
$25.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
720+ 6.04% |
$33K - $33.7K
|
12.6K
$591K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 138100.0% |
$63.4K - $64.6K
|
1.38K
$64.6K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 56.09% |
$88.2K - $90.8K
|
1.51K
$70.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-54.8K- 72.64% |
$2.51M - $2.58M
|
20.6K
$965K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.83K+ 12.13% |
$129K - $133K
|
26.2K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
343New |
$15.7K - $16.2K
|
343
$16K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.03KNew |
$230K - $237K
|
5.03K
$235K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
499New |
$22.8K - $23.5K
|
499
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
874New |
$40K - $41.2K
|
874
$40.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 60.34% |
$48.7K - $50.2K
|
700
$32.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$183 - $188
|
4
$187
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
17.6KNew |
$806K - $830K
|
17.6K
$824K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
438New |
$20K - $20.7K
|
438
$20.5K
|
|