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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.6K+ 41.88% |
$1.19M - $1.26M
|
90.1K
$4.25M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-319- 33.44% |
$14.2K - $15.1K
|
635
$30K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.58K- 34.52% |
$338K - $360K
|
14.4K
$679K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-126K- 25.33% |
$5.61M - $5.97M
|
371K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-179- 89.5% |
$7.99K - $8.5K
|
21
$992
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-20.1K- 58.46% |
$895K - $952K
|
14.3K
$673K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.3K+ 113.38% |
$684K - $728K
|
28.8K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.7K+ 12.77% |
$4.32M - $4.59M
|
854K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-281K- 63.56% |
$12.5M - $13.3M
|
161K
$7.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.5K- 40.05% |
$516K - $548K
|
17.3K
$816K
|
|
|
Aug 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
455+ 5.83% |
$20.3K - $21.6K
|
8.26K
$390K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-52.4K- 19.05% |
$2.34M - $2.49M
|
222K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-57.9K- 57.9% |
$2.58M - $2.75M
|
42.1K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 1.17% |
$61.3K - $65.2K
|
116K
$5.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
42.2K+ 22.83% |
$1.89M - $2.01M
|
227K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.4KNew |
$375K - $399K
|
8.4K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34K- 54.68% |
$1.52M - $1.61M
|
28.2K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.74K- 61.19% |
$346K - $368K
|
4.91K
$232K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-239K- 48.89% |
$10.7M - $11.4M
|
250K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.76K- 3.57% |
$78.4K - $83.4K
|
47.5K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.4K+ 14.57% |
$689K - $733K
|
121K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
423+ 7.09% |
$18.9K - $20.1K
|
6.39K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.3K+ 8.49% |
$728K - $774K
|
208K
$9.84M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
816+ 76.76% |
$36.4K - $38.7K
|
1.88K
$88.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.2KNew |
$3.31M - $3.52M
|
74.2K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.34K- 14.3% |
$149K - $158K
|
20K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.1K+ 11.31% |
$1.12M - $1.19M
|
247K
$11.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9KNew |
$130K - $138K
|
2.9K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-344- 79.63% |
$15.4K - $16.3K
|
88
$4.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-45.6K- 1.53% |
$2.04M - $2.17M
|
2.93M
$138M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-873- 15.22% |
$39K - $41.5K
|
4.86K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 5.73% |
$581K - $618K
|
214K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$721K - $766K
|
16.1K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-227- 0.65% |
$10.1K - $10.8K
|
34.8K
$1.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.38K- 32.3% |
$61.4K - $65.3K
|
2.88K
$136K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
196New |
$8.75K - $9.31K
|
196
$9.26K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-13.2K- 50.19% |
$590K - $628K
|
13.1K
$620K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-391K- 99.72% |
$17.5M - $18.6M
|
1.11K
$52.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-363- 38.7% |
$16.2K - $17.2K
|
575
$27.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$177K - $188K
|
3.96K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
464+ 1.58% |
$20.7K - $22K
|
29.9K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
48New |
$2.14K - $2.28K
|
48
$2.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.64K- 29.34% |
$73.3K - $77.9K
|
3.95K
$187K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.34K- 75.35% |
$283K - $301K
|
2.07K
$97.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.13K+ 5.73% |
$50.3K - $53.5K
|
20.8K
$981K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.9KNew |
$1.29M - $1.37M
|
28.9K
$1.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75K+ 37.64% |
$78.3K - $83.2K
|
6.41K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.23KNew |
$278K - $296K
|
6.23K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-231K- 20.5% |
$10.3M - $11M
|
897K
$42.4M
|