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 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-318- 3.25% |
$14.7K - $15.3K
|
9.45K
$449K
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
97.7K+ 217.16% |
$4.51M - $4.7M
|
143K
$6.78M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.1K+ 115.2% |
$2.31M - $2.41M
|
93.6K
$4.45M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.35% |
$46.1 - $48.1
|
288
$13.7K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-63- 35.39% |
$2.91K - $3.03K
|
115
$5.46K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-499- 7.9% |
$23K - $24K
|
5.81K
$276K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.7K+ 19.42% |
$3.54M - $3.68M
|
472K
$22.4M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 76.41% |
$18.1K - $18.8K
|
905
$43K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.07K+ 40.38% |
$372K - $388K
|
28.1K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.6K- 3.56% |
$73.6K - $76.7K
|
43.2K
$2.05M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.7K- 40.58% |
$680K - $709K
|
21.6K
$1.03M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-44.7K- 64.3% |
$2.06M - $2.15M
|
24.8K
$1.18M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.4K+ 29.39% |
$1.26M - $1.31M
|
120K
$5.72M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.35K- 1.26% |
$339K - $353K
|
575K
$27.3M
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.42K+ 55.93% |
$111K - $116K
|
6.74K
$320K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 2.02% |
$2.77K - $2.88K
|
3.03K
$144K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 9.0% |
$1.15M - $1.2M
|
301K
$14.3M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.68K+ 39.73% |
$216K - $225K
|
16.5K
$782K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 13.66% |
$61.3K - $63.8K
|
8.39K
$399K
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
656+ 5.36% |
$30.3K - $31.5K
|
12.9K
$613K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.52K- 14.07% |
$69.9K - $72.8K
|
9.26K
$440K
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-5.67K- 4.47% |
$261K - $272K
|
121K
$5.76M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-596- 99.5% |
$27.5K - $28.6K
|
3
$143
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
32.2K+ 63.18% |
$1.48M - $1.55M
|
83.1K
$3.95M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
165New |
$7.61K - $7.93K
|
165
$7.84K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.16K+ 17.31% |
$192K - $200K
|
28.2K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
293K+ 97.9% |
$13.5M - $14.1M
|
592K
$28.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$880K - $917K
|
19.1K
$906K
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
378+ 1.72% |
$17.4K - $18.2K
|
22.4K
$1.06M
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4.95KNew |
$228K - $238K
|
4.95K
$235K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 4.4% |
$41.8K - $43.5K
|
19.7K
$934K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.98KNew |
$322K - $335K
|
6.98K
$332K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40+ 40.0% |
$1.85K - $1.92K
|
140
$6.65K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$923 - $961
|
19.1K
$907K
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-2.79K- 25.33% |
$129K - $134K
|
8.23K
$391K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.28K- 11.17% |
$59.1K - $61.5K
|
10.2K
$484K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 17.83% |
$3.78K - $3.94K
|
378
$18K
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16.7K+ 158.65% |
$771K - $803K
|
27.3K
$1.29M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104K+ 207756.0% |
$4.79M - $4.99M
|
104K
$4.94M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 12.02% |
$47.2K - $49.2K
|
9.54K
$453K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 4.61% |
$84.7K - $88.2K
|
41.6K
$1.98M
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 37.27% |
$8.31K - $8.65K
|
663
$31.5K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-201- 1.78% |
$9.27K - $9.66K
|
11.1K
$527K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
143+ 1.79% |
$6.6K - $6.87K
|
8.15K
$387K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57K+ 12.58% |
$119K - $124K
|
23K
$1.09M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.69K+ 42.85% |
$124K - $129K
|
8.95K
$425K
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 9.36% |
$945K - $984K
|
239K
$11.4M
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-214K- 92.43% |
$9.87M - $10.3M
|
17.5K
$833K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.4K- 45.48% |
$1.12M - $1.17M
|
29.2K
$1.39M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-19.1K- 24.79% |
$881K - $918K
|
57.9K
$2.75M
|