Purchases and Sales Made in Q2 2025 in Ishares Tr Bb Rated Corporate (HYBB)
This table provides information about the institutional ownership of Ishares Tr Bb Rated Corporate (HYBB) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR BB RATED CORPORATE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
126K+ 57.52% |
$5.6M - $5.92M
|
345K
$16.3M
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11KNew |
$488K - $516K
|
11K
$519K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.35KNew |
$238K - $251K
|
5.35K
$253K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
4.31KNew |
$192K - $203K
|
4.31K
$204K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 139.14% |
$93.4K - $98.7K
|
3.61K
$171K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.52K+ 10.03% |
$67.5K - $71.4K
|
16.7K
$788K
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.37K+ 3.89% |
$60.9K - $64.3K
|
36.5K
$1.73M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
916+ 343.07% |
$40.7K - $43.1K
|
1.18K
$55.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
500+ 0.16% |
$22.2K - $23.5K
|
322K
$15.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
495+ 2.81% |
$22K - $23.3K
|
18.1K
$856K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
369+ 12.21% |
$16.4K - $17.3K
|
3.39K
$160K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
259New |
$11.5K - $12.2K
|
259
$12.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
109+ 37.72% |
$4.85K - $5.12K
|
398
$18.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
41+ 0.38% |
$1.82K - $1.93K
|
11K
$518K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
22+ 0.14% |
$978 - $1.03K
|
15.3K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10New |
$445 - $470
|
10
$473
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
6+ 1.36% |
$267 - $282
|
448
$21.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
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 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
|
Ubs Group Ag
|
SELL
|
- |
-668- 77.14% |
$29.7K - $31.4K
|
198
$9.36K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.08K- 3.56% |
$48.1K - $50.8K
|
29.3K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 60.0% |
$66.7K - $70.5K
|
1K
$47.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.83K- 16.03% |
$81.6K - $86.2K
|
9.6K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.93K- 56.09% |
$85.8K - $90.7K
|
1.51K
$71.4K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.66K- 8.1% |
$296K - $313K
|
75.5K
$3.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.8K- 33.63% |
$391K - $413K
|
17.4K
$821K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.98K- 13.04% |
$399K - $422K
|
59.9K
$2.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.9K- 12.99% |
$794K - $839K
|
120K
$5.65M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-25.1K- 47.81% |
$1.12M - $1.18M
|
27.4K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.1K- 89.67% |
$1.65M - $1.74M
|
4.27K
$202K
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-673K- 89.4% |
$29.9M - $31.6M
|
79.8K
$3.77M
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.92M- 83.84% |
$85.4M - $90.2M
|
370K
$17.5M
|