Latest Institutional Transactions on Ishares Tr Edge High Yield Def (HYDB)
This table provides information on the latest institutional transactions involving Ishares Tr Edge High Yield Def (HYDB) 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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
149+ 43.31% |
$7.01K - $7.15K
|
493
$23.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
949+ 4.26% |
$44.6K - $45.5K
|
23.2K
$1.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.08K+ 16.08% |
$380K - $387K
|
58.3K
$2.75M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 69.08% |
$61K - $62.3K
|
581
$27.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-72.5K- 28.99% |
$3.41M - $3.48M
|
178K
$8.37M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
897New |
$42.2K - $43K
|
897
$42.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$774K - $789K
|
16.4K
$776K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.6K+ 16.23% |
$688K - $701K
|
105K
$4.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
201+ 10050.0% |
$9.45K - $9.64K
|
203
$9.57K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
232K+ 7.91% |
$10.9M - $11.1M
|
3.16M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
499+ 7.82% |
$23.5K - $23.9K
|
6.88K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.31KNew |
$203K - $207K
|
4.31K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.75K+ 96.72% |
$223K - $228K
|
9.66K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
400+ 0.34% |
$18.8K - $19.2K
|
117K
$5.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.9K+ 8.66% |
$3.48M - $3.55M
|
928K
$43.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.98K+ 66.26% |
$469K - $479K
|
25K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.66K- 1.64% |
$172K - $175K
|
219K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.6K- 8.86% |
$1.16M - $1.18M
|
253K
$11.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.43K- 31.05% |
$208K - $212K
|
9.83K
$463K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-166- 5.76% |
$7.81K - $7.96K
|
2.72K
$128K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 35.24% |
$80.6K - $82.2K
|
6.58K
$310K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
441+ 5.25% |
$20.7K - $21.2K
|
8.84K
$417K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.9K+ 22.91% |
$3.99M - $4.07M
|
456K
$21.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$705 - $720
|
15
$707
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
8.47KNew |
$398K - $406K
|
8.47K
$399K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.45K+ 5.82% |
$115K - $117K
|
44.5K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.1K+ 11.65% |
$665K - $679K
|
136K
$6.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-65- 0.79% |
$3.06K - $3.12K
|
8.2K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
506New |
$23.8K - $24.3K
|
506
$23.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8New |
$376 - $384
|
8
$377
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.7KNew |
$268K - $273K
|
5.7K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.43K+ 8.67% |
$303K - $309K
|
80.6K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.05KNew |
$331K - $338K
|
7.05K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.2KNew |
$808K - $825K
|
17.2K
$810K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.5K+ 13.42% |
$1.91M - $1.94M
|
342K
$16.1M
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
562+ 1.14% |
$26.4K - $27K
|
49.9K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-659- 4.59% |
$31K - $31.6K
|
13.7K
$647K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 7.79% |
$590K - $602K
|
149K
$7M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
37.5K+ 46.05% |
$1.76M - $1.8M
|
119K
$5.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 10.19% |
$1.09M - $1.11M
|
250K
$11.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207+ 985.71% |
$9.74K - $9.93K
|
228
$10.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75.2KNew |
$3.53M - $3.61M
|
75.2K
$3.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 1.79% |
$3.34K - $3.41K
|
4.04K
$190K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$47 - $48
|
1
$47.2
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
288+ 1.65% |
$13.5K - $13.8K
|
17.7K
$835K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
43.4K+ 17.56% |
$2.04M - $2.08M
|
291K
$13.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108KNew |
$5.09M - $5.2M
|
108K
$5.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
788New |
$37.1K - $37.8K
|
788
$37.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.76K+ 20.56% |
$459K - $468K
|
57.3K
$2.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
367+ 9.29% |
$17.3K - $17.6K
|
4.32K
$204K
|
|