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 |
|---|---|---|---|---|---|---|---|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 11.99% |
$590K - $602K
|
118K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
773+ 5.51% |
$36.2K - $36.9K
|
14.8K
$701K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 15.01% |
$611K - $624K
|
99.9K
$4.73M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.3KNew |
$1.61M - $1.64M
|
34.3K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$276K
|
|
|
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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76.9K- 14.82% |
$3.6M - $3.68M
|
442K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
203+ 1.63% |
$9.5K - $9.7K
|
12.7K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.48M+ 502.46% |
$116M - $119M
|
2.98M
$141M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-395K- 86.14% |
$18.5M - $18.9M
|
63.5K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
41.4K+ 16.58% |
$1.94M - $1.98M
|
291K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 18.55% |
$1.08K - $1.1K
|
101
$4.78K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 23.23% |
$1.96M - $2M
|
222K
$10.5M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
159New |
$7.44K - $7.6K
|
159
$7.53K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.08K+ 27.86% |
$238K - $243K
|
23.3K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 12.02% |
$2.49M - $2.55M
|
496K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.44KNew |
$208K - $212K
|
4.44K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.9K+ 14.23% |
$1.12M - $1.14M
|
192K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6KNew |
$281K - $287K
|
6K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-898- 8.39% |
$42K - $42.9K
|
9.8K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
80.9K+ 11.96% |
$3.79M - $3.87M
|
757K
$35.9M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 3.95% |
$87.6K - $89.5K
|
49.2K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 50.0% |
$468 - $478
|
10
$474
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 49.44% |
$315K - $322K
|
20.3K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 5.11% |
$9.69K - $9.89K
|
4.26K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$6.37K - $6.5K
|
136
$6.44K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.44K+ 5.14% |
$67.2K - $68.6K
|
29.4K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-814- 12.43% |
$38.1K - $38.9K
|
5.74K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
550+ 10.91% |
$25.8K - $26.3K
|
5.59K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
900New |
$42.1K - $43K
|
900
$42.6K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160K- 24.59% |
$7.47M - $7.63M
|
489K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
9.07KNew |
$424K - $433K
|
9.07K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.48KNew |
$256K - $262K
|
5.48K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
872+ 1.62% |
$40.8K - $41.7K
|
54.8K
$2.59M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33KClosed |
$1.54M - $1.58M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-18- 0.22% |
$843 - $860
|
8.06K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 75.78% |
$5.55M - $5.66M
|
275K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 4.07% |
$9.36K - $9.56K
|
5.11K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5KNew |
$633K - $646K
|
13.5K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175+ 700.0% |
$8.19K - $8.37K
|
200
$9.47K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
87+ 1.11% |
$4.07K - $4.16K
|
7.92K
$375K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
578+ 4.08% |
$27.1K - $27.6K
|
14.8K
$699K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
853+ 1003.53% |
$39.9K - $40.8K
|
938
$44.4K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.81KNew |
$365K - $373K
|
7.81K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542New |
$25.4K - $25.9K
|
542
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-419- 0.58% |
$19.6K - $20K
|
71.6K
$3.39M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-650K- 53.58% |
$30.4M - $31.1M
|
563K
$26.7M
|