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 |
---|---|---|---|---|---|---|---|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 139.14% |
$93.4K - $98.7K
|
3.61K
$171K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
109+ 37.72% |
$4.85K - $5.12K
|
398
$18.8K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369+ 12.21% |
$16.4K - $17.3K
|
3.39K
$160K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-668- 77.14% |
$29.7K - $31.4K
|
198
$9.36K
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15.2K+ 322.17% |
$676K - $715K
|
19.9K
$942K
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.92M- 83.84% |
$85.4M - $90.2M
|
370K
$17.5M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.51M- 83.04% |
$67.3M - $71.1M
|
309K
$14.6M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
916+ 343.07% |
$40.7K - $43.1K
|
1.18K
$55.9K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-223- 4.43% |
$9.92K - $10.5K
|
4.81K
$227K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$445 - $470
|
10
$473
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 8.02% |
$54.2K - $57.3K
|
16.4K
$776K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11KNew |
$488K - $516K
|
11K
$519K
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
500+ 0.16% |
$22.2K - $23.5K
|
322K
$15.2M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.08K- 3.56% |
$48.1K - $50.8K
|
29.3K
$1.38M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.66K- 8.1% |
$296K - $313K
|
75.5K
$3.57M
|
|
Aug 07, 2025
Q2 2025
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-21- 0.1% |
$934 - $987
|
20K
$945K
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-23- 6.71% |
$1.02K - $1.08K
|
320
$15.1K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.35KNew |
$238K - $251K
|
5.35K
$253K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
259New |
$11.5K - $12.2K
|
259
$12.2K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.8K- 33.63% |
$391K - $413K
|
17.4K
$821K
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.1K- 89.67% |
$1.65M - $1.74M
|
4.27K
$202K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.31KNew |
$192K - $203K
|
4.31K
$204K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.9K- 12.99% |
$794K - $839K
|
120K
$5.65M
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
41+ 0.38% |
$1.82K - $1.93K
|
11K
$518K
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.83K- 16.03% |
$81.6K - $86.2K
|
9.6K
$454K
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.37K+ 3.89% |
$60.9K - $64.3K
|
36.5K
$1.73M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.52K+ 10.03% |
$67.5K - $71.4K
|
16.7K
$788K
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
495+ 2.81% |
$22K - $23.3K
|
18.1K
$856K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 1.36% |
$267 - $282
|
448
$21.2K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 60.0% |
$66.7K - $70.5K
|
1K
$47.3K
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-25.1K- 47.81% |
$1.12M - $1.18M
|
27.4K
$1.3M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.98K- 13.04% |
$399K - $422K
|
59.9K
$2.83M
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2K- 17.41% |
$88.9K - $94K
|
9.49K
$448K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.66K- 17.29% |
$163K - $172K
|
17.5K
$827K
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 0.14% |
$978 - $1.03K
|
15.3K
$721K
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-673K- 89.4% |
$29.9M - $31.6M
|
79.8K
$3.77M
|
|
Q1 2025 | |||||||
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-97.4K- 28.25% |
$4.47M - $4.56M
|
247K
$11.7M
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-23- 6.71% |
$1.06K - $1.08K
|
320
$15.1K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-54- 0.68% |
$2.48K - $2.53K
|
7.92K
$374K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.32K- 2.92% |
$60.4K - $61.6K
|
43.8K
$2.07M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.32K- 7.61% |
$60.6K - $61.8K
|
16K
$757K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5KNew |
$229K - $234K
|
5K
$236K
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.55K+ 100.0% |
$209K - $213K
|
9.1K
$430K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
441+ 166.42% |
$20.2K - $20.6K
|
706
$33.4K
|
|
May 07, 2025
Q1 2025
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-5.15K- 11.78% |
$236K - $241K
|
38.6K
$1.82M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
411New |
$18.9K - $19.2K
|
411
$19.4K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
554New |
$25.4K - $25.9K
|
554
$26.2K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
720+ 6.04% |
$33K - $33.7K
|
12.6K
$597K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 138100.0% |
$63.4K - $64.6K
|
1.38K
$65.3K
|