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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
624+ 6.43% |
$28.8K - $30K
|
10.3K
$482K
|
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-289- 4.04% |
$13.3K - $13.9K
|
6.87K
$321K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171K- 75.74% |
$7.89M - $8.22M
|
54.8K
$2.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 869.56% |
$5.47M - $5.7M
|
132K
$6.18M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.83K- 37.88% |
$177K - $184K
|
6.28K
$293K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-103- 91.15% |
$4.75K - $4.95K
|
10
$467
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30K+ 38.3% |
$1.38M - $1.44M
|
108K
$5.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 51.22% |
$29.1K - $30.3K
|
1.86K
$86.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-27.4K- 57.97% |
$1.26M - $1.32M
|
19.9K
$928K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
76+ 1.59% |
$3.51K - $3.65K
|
4.86K
$227K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
624+ 6.79% |
$28.8K - $30K
|
9.81K
$458K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
500+ 1666.67% |
$23.1K - $24K
|
530
$24.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$93.2K - $97.1K
|
2.02K
$94.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
80+ 1.78% |
$3.69K - $3.84K
|
4.57K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
585+ 336.21% |
$27K - $28.1K
|
759
$35.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 3.13% |
$125K - $131K
|
89.5K
$4.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
11.7K+ 6.31% |
$538K - $560K
|
196K
$9.18M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
38.7K+ 49.56% |
$1.78M - $1.86M
|
117K
$5.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17K+ 56.29% |
$54.1K - $56.3K
|
3.25K
$152K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7K+ 98.33% |
$587K - $611K
|
25.6K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41.1K+ 58.76% |
$1.9M - $1.97M
|
111K
$5.19M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.99K- 16.59% |
$91.7K - $95.5K
|
9.99K
$467K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
248KNew |
$11.3M - $11.6M
|
248K
$11.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-919- 8.47% |
$41.9K - $42.9K
|
9.93K
$464K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
25.1K+ 14.52% |
$1.14M - $1.17M
|
198K
$9.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
112+ 35.44% |
$5.1K - $5.23K
|
428
$20K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-982- 55.7% |
$44.7K - $45.9K
|
781
$36.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 4.55% |
$45.6 - $46.7
|
21
$981
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 1.84% |
$820 - $841
|
995
$46.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$732K - $751K
|
16.1K
$751K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 34.25% |
$50K - $51.2K
|
2.11K
$98.4K
|
|
|
Aug 07, 2024
Q2 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
513K+ 102.62% |
$23.4M - $24M
|
1.01M
$47.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
131KNew |
$5.97M - $6.12M
|
131K
$6.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
544New |
$24.8K - $25.4K
|
544
$25.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
108+ 29.27% |
$4.92K - $5.04K
|
477
$22.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$53.7K - $55K
|
1.18K
$55K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
466+ 236.55% |
$21.2K - $21.8K
|
663
$31K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8.2KNew |
$374K - $383K
|
8.2K
$383K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.6KNew |
$164K - $168K
|
3.6K
$168K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 97.92% |
$2.14K - $2.2K
|
95
$4.44K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.27KNew |
$149K - $153K
|
3.27K
$153K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 1.96% |
$2.87K - $2.94K
|
3.27K
$153K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 1.82% |
$3.78K - $3.88K
|
4.65K
$217K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.07K+ 17.39% |
$48.8K - $50.1K
|
7.24K
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328New |
$14.9K - $15.3K
|
328
$15.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 6.48% |
$3.87K - $3.97K
|
1.23K
$57.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12.1KNew |
$550K - $564K
|
12.1K
$564K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08KNew |
$49.1K - $50.3K
|
1.08K
$50.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
2.55K+ 1.3% |
$116K - $119K
|
199K
$9.32M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-549- 54.68% |
$25K - $25.6K
|
455
$21.3K
|
|