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 |
|---|---|---|---|---|---|---|---|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 19.42% |
$46.1K - $48.1K
|
6.15K
$292K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
88.3KNew |
$4.07M - $4.24M
|
88.3K
$4.2M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
14.8K+ 9.52% |
$682K - $710K
|
170K
$8.08M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.92% |
$784 - $817
|
1.86K
$88.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
386+ 0.83% |
$17.8K - $18.6K
|
47.1K
$2.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
316+ 4.3% |
$14.6K - $15.2K
|
7.66K
$364K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
84+ 0.24% |
$3.88K - $4.04K
|
34.9K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29+ 0.16% |
$1.34K - $1.39K
|
17.8K
$847K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23K- 7.23% |
$1.06M - $1.11M
|
295K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 12.04% |
$550K - $573K
|
111K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
51.9K+ 52.02% |
$2.39M - $2.49M
|
152K
$7.21M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18+ 6.16% |
$831 - $865
|
310
$14.7K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
665+ 4.08% |
$30.7K - $32K
|
17K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 3.06% |
$1.98K - $2.07K
|
1.45K
$68.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 56.89% |
$58.1K - $60.5K
|
954
$45.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.3K+ 3.88% |
$474K - $494K
|
275K
$13.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7KNew |
$493K - $513K
|
10.7K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.9K+ 140.58% |
$4.06M - $4.22M
|
150K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.99K- 4.72% |
$415K - $432K
|
182K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
646+ 1.81% |
$29.8K - $31K
|
36.3K
$1.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.66K+ 43.43% |
$400K - $416K
|
28.6K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121K+ 39.12% |
$5.6M - $5.83M
|
432K
$20.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
95+ 5.31% |
$4.38K - $4.57K
|
1.89K
$89.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$23.9K - $24.9K
|
519
$24.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.4K- 4.97% |
$1.54M - $1.61M
|
639K
$30.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9- 6.77% |
$415 - $433
|
124
$5.89K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.69K+ 51.03% |
$170K - $177K
|
10.9K
$519K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
52+ 1.13% |
$2.4K - $2.5K
|
4.67K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
504+ 9.81% |
$23.3K - $24.2K
|
5.64K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-607- 15.41% |
$28K - $29.2K
|
3.33K
$158K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
951K+ 915.62% |
$43.9M - $45.7M
|
1.05M
$50.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.97KNew |
$321K - $335K
|
6.97K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
439+ 8.98% |
$20.3K - $21.1K
|
5.33K
$253K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-4.8K- 13.27% |
$222K - $231K
|
31.4K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 19.84% |
$522K - $543K
|
45.7K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
132+ 76.74% |
$6.09K - $6.34K
|
304
$14.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
509+ 5.89% |
$23.5K - $24.5K
|
9.15K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.9K+ 96.48% |
$3.09M - $3.22M
|
136K
$6.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.1KNew |
$2.96M - $3.08M
|
64.1K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 110.2% |
$608K - $634K
|
25.2K
$1.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-9.85K- 3.1% |
$454K - $473K
|
308K
$14.6M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-7.13K- 12.8% |
$329K - $343K
|
48.5K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-54- 76.06% |
$2.49K - $2.6K
|
17
$808
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.58KNew |
$258K - $268K
|
5.58K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.89K+ 11.47% |
$456K - $475K
|
96.1K
$4.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$278K - $290K
|
6.03K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
467New |
$21.5K - $22.4K
|
467
$22.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134New |
$6.18K - $6.44K
|
134
$6.37K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
217+ 1.58% |
$10K - $10.4K
|
14K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
175KNew |
$8.07M - $8.41M
|
175K
$8.31M
|