Latest Institutional Purchases of Ishares Tr Bb Rated Corporate (HYBB)
This list provides information on the latest institutional transactions involving Ishares Tr Bb Rated Corporate (HYBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 0.14% |
$978 - $1.03K
|
15.3K
$713K
|
|
Q1 2025 | |||||||
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
52.9K+ 180.62% |
$2.43M - $2.48M
|
82.2K
$3.84M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.6K+ 2.69% |
$2.19M - $2.23M
|
1.82M
$85.1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.7K+ 1.09% |
$1.14M - $1.16M
|
2.29M
$107M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.7K+ 19.75% |
$1.04M - $1.06M
|
137K
$6.42M
|
|
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 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
4.55K+ 100.0% |
$209K - $213K
|
9.1K
$425K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.17K+ 61.72% |
$191K - $195K
|
10.9K
$511K
|
|
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
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.65K+ 1.22% |
$121K - $124K
|
219K
$10.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.66K+ 5.77% |
$75.9K - $77.5K
|
30.3K
$1.42M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.38K+ 138100.0% |
$63.4K - $64.6K
|
1.38K
$64.6K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
866New |
$39.7K - $40.5K
|
866
$40.5K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
790+ 35.38% |
$36.2K - $37K
|
3.02K
$141K
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
720+ 6.04% |
$33K - $33.7K
|
12.6K
$591K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
554New |
$25.4K - $25.9K
|
554
$25.9K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
441+ 166.42% |
$20.2K - $20.6K
|
706
$33K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
411New |
$18.9K - $19.2K
|
411
$19.2K
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
2+ 0.01% |
$91.8 - $93.6
|
15.2K
$711K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.45% |
$91.8 - $93.6
|
442
$20.7K
|
|
Q4 2024 | |||||||
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
17.6KNew |
$806K - $830K
|
17.6K
$824K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.03KNew |
$230K - $237K
|
5.03K
$235K
|
|
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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
874New |
$40K - $41.2K
|
874
$40.9K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
499New |
$22.8K - $23.5K
|
499
$23.3K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
343New |
$15.7K - $16.2K
|
343
$16K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4New |
$183 - $188
|
4
$187
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
27.3KNew |
$1.25M - $1.29M
|
27.3K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
974New |
$44.6K - $46.1K
|
974
$45.5K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
438New |
$20K - $20.7K
|
438
$20.5K
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
264+ 5.93% |
$12.1K - $12.5K
|
4.72K
$221K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
222New |
$10.2K - $10.5K
|
222
$10.4K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
199K+ 10.98% |
$8.99M - $9.2M
|
2.01M
$94.1M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10KNew |
$452K - $463K
|
10K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$205K - $210K
|
4.55K
$213K
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1KNew |
$45.1K - $46.2K
|
1K
$46.7K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
449New |
$20.3K - $20.7K
|
449
$21K
|
|
Q1 2024 | |||||||
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
42.2KNew |
$1.92M - $1.96M
|
42.2K
$1.97M
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.6KNew |
$392K - $398K
|
8.6K
$402K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.98KNew |
$227K - $230K
|
4.98K
$233K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.46K+ 32.8% |
$112K - $114K
|
9.94K
$465K
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
500+ 11.11% |
$22.8K - $23.2K
|
5K
$234K
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
279New |
$12.7K - $12.9K
|
279
$13K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$456 - $463
|
10
$467
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.8KNew |
$760K - $820K
|
17.8K
$831K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$430K - $464K
|
10K
$469K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.15KNew |
$220K - $238K
|
5.15K
$241K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.2KNew |
$94.1K - $102K
|
2.2K
$103K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.46KNew |
$62.6K - $67.5K
|
1.46K
$68.4K
|