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 |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
55.7KNew |
$2.6M - $2.67M
|
55.7K
$2.65M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.25KNew |
$432K - $443K
|
9.25K
$440K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.08% |
$934 - $959
|
1.88K
$89.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
28.6K+ 18.85% |
$1.34M - $1.37M
|
180K
$8.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
165New |
$7.7K - $7.91K
|
165
$7.85K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
67.1KNew |
$3.13M - $3.22M
|
67.1K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72KNew |
$3.36M - $3.45M
|
72K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
104+ 2.28% |
$4.85K - $4.99K
|
4.68K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16New |
$747 - $767
|
16
$761
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
343K+ 228.37% |
$16M - $16.5M
|
494K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.83KNew |
$365K - $375K
|
7.83K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.13KNew |
$146K - $150K
|
3.13K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.71K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76.5K+ 267.47% |
$3.57M - $3.67M
|
105K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
519KNew |
$24.2M - $24.9M
|
519K
$24.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.7K+ 28.13% |
$547K - $562K
|
53.4K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.04KNew |
$329K - $338K
|
7.04K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.05KNew |
$189K - $194K
|
4.05K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.33K+ 67.17% |
$342K - $352K
|
18.2K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.91KNew |
$229K - $235K
|
4.91K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
203+ 0.58% |
$9.48K - $9.73K
|
35.1K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
16.9KNew |
$788K - $809K
|
16.9K
$803K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
637New |
$29.7K - $30.5K
|
637
$30.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.7K+ 271.67% |
$4.61M - $4.73M
|
135K
$6.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$543K - $557K
|
11.6K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.71K+ 51.31% |
$79.8K - $82K
|
5.04K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
549+ 18.12% |
$25.6K - $26.3K
|
3.58K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 129.03% |
$17.8M - $18.3M
|
676K
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14.2KNew |
$662K - $680K
|
14.2K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10K+ 1.57% |
$468K - $481K
|
649K
$30.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
4.81K+ 1.75% |
$224K - $230K
|
280K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$581K - $597K
|
12.5K
$592K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
262K+ 144.06% |
$12.2M - $12.5M
|
443K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525+ 391.79% |
$24.5K - $25.2K
|
659
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53.9KNew |
$2.52M - $2.58M
|
53.9K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 0.34% |
$19.4K - $19.9K
|
120K
$5.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.75KNew |
$222K - $228K
|
4.75K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32.2K+ 4241.5% |
$1.5M - $1.54M
|
33K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
134+ 1.75% |
$6.26K - $6.43K
|
7.8K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
34.8KNew |
$1.62M - $1.67M
|
34.8K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.07K+ 18.95% |
$49.9K - $51.3K
|
6.71K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.9KNew |
$693K - $712K
|
14.9K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8K+ 65.55% |
$504K - $518K
|
27.3K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
50.3KNew |
$2.35M - $2.41M
|
50.3K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 43.55% |
$6.27M - $6.44M
|
442K
$21.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
538+ 10.1% |
$25.1K - $25.8K
|
5.87K
$279K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.51KNew |
$257K - $264K
|
5.51K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.1K+ 219.29% |
$1.83M - $1.88M
|
56.9K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.2K- 33.02% |
$988K - $1.01M
|
42.9K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 232.13% |
$5.1M - $5.24M
|
156K
$7.44M
|