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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-31.7K- 58.55% |
$1.41M - $1.5M
|
22.4K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
929+ 9.09% |
$41.5K - $44.1K
|
11.2K
$528K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-3.76K- 61.46% |
$168K - $179K
|
2.36K
$112K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.34KNew |
$194K - $206K
|
4.34K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-13.6K- 19.96% |
$606K - $645K
|
54.5K
$2.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
716+ 66.36% |
$32K - $34K
|
1.8K
$85K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-34.8K- 62.18% |
$1.55M - $1.65M
|
21.2K
$1M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.03K+ 53.03% |
$46.1K - $49K
|
2.98K
$141K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43KNew |
$108K - $115K
|
2.43K
$115K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.94KNew |
$131K - $140K
|
2.94K
$139K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-26.2K- 58.48% |
$1.17M - $1.25M
|
18.6K
$882K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.47K- 58.42% |
$289K - $307K
|
4.6K
$218K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
490+ 6.8% |
$21.9K - $23.3K
|
7.69K
$364K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.5KNew |
$379K - $403K
|
8.5K
$402K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 36.94% |
$1.83K - $1.95K
|
70
$3.32K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-68K- 66.6% |
$3.04M - $3.23M
|
34.1K
$1.62M
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
86+ 1.72% |
$3.84K - $4.08K
|
5.09K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.3% |
$625 - $665
|
1.09K
$51.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-66.3K- 80.42% |
$2.96M - $3.15M
|
16.1K
$764K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$8.48K - $9.02K
|
190
$9K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.16K+ 28.49% |
$96.5K - $103K
|
9.75K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-584- 5.91% |
$26.1K - $27.7K
|
9.3K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.99KNew |
$267K - $284K
|
5.99K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.46KNew |
$288K - $307K
|
6.46K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.4K+ 18.34% |
$465K - $494K
|
67.2K
$3.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-76- 40.43% |
$3.39K - $3.61K
|
112
$5.31K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-16.9K- 64.52% |
$753K - $801K
|
9.28K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
39.5K+ 8.65% |
$1.76M - $1.88M
|
496K
$23.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-91.6K- 61.39% |
$4.09M - $4.35M
|
57.6K
$2.73M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.2K- 49.48% |
$232K - $247K
|
5.31K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.05K- 16.47% |
$46.8K - $49.8K
|
5.32K
$252K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 2.35% |
$446 - $475
|
415
$19.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 0.06% |
$312 - $332
|
12K
$567K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.7K- 79.06% |
$790K - $841K
|
4.69K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 5.27% |
$101K - $108K
|
45.4K
$2.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.91K+ 55.76% |
$174K - $186K
|
10.9K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 71.01% |
$451K - $480K
|
24.3K
$1.15M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 1.85% |
$937 - $997
|
1.16K
$54.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.77K+ 1.4% |
$124K - $132K
|
201K
$9.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-566- 76.8% |
$25.3K - $26.9K
|
171
$8.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 99.88% |
$10.3M - $11M
|
462K
$21.9M
|
|
| Q1 2025 | |||||||
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.59K- 28.04% |
$121K - $124K
|
6.66K
$315K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11+ 0.04% |
$515 - $526
|
28.8K
$1.37M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
416+ 7.55% |
$19.5K - $19.9K
|
5.93K
$281K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
245+ 1.45% |
$11.5K - $11.7K
|
17.1K
$811K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
999New |
$46.8K - $47.8K
|
999
$47.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
246+ 186.36% |
$11.5K - $11.8K
|
378
$17.9K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76.9K- 14.82% |
$3.6M - $3.68M
|
442K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 51.28% |
$1.87K - $1.91K
|
38
$1.8K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$276K
|
|