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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.84K+ 472.91% |
$319K - $328K
|
8.29K
$393K
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
24.7KNew |
$1.15M - $1.19M
|
24.7K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.59KNew |
$354K - $364K
|
7.59K
$360K
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.5K+ 7.76% |
$210K - $216K
|
62.4K
$2.96M
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.15KNew |
$287K - $295K
|
6.15K
$291K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.04K- 0.35% |
$95.3K - $97.9K
|
590K
$28M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 93.75% |
$835K - $857K
|
37K
$1.75M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.3KNew |
$3.98M - $4.09M
|
85.3K
$4.05M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.88KNew |
$274K - $282K
|
5.88K
$279K
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
47.1KNew |
$2.2M - $2.26M
|
47.1K
$2.24M
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
57.5KNew |
$2.69M - $2.76M
|
57.5K
$2.73M
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 20.0% |
$93.4 - $95.9
|
8
$379
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.28KNew |
$59.8K - $61.5K
|
1.28K
$60.8K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30K+ 314.07% |
$1.4M - $1.44M
|
39.5K
$1.87M
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.86KNew |
$227K - $233K
|
4.86K
$231K
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.1KNew |
$753K - $773K
|
16.1K
$765K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
132New |
$6.16K - $6.33K
|
132
$6.26K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21New |
$980 - $1.01K
|
21
$996
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22.7KNew |
$1.06M - $1.09M
|
22.7K
$1.08M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.5K+ 15280.0% |
$678K - $696K
|
14.6K
$693K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.29KNew |
$387K - $398K
|
8.29K
$393K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
237K+ 265.14% |
$11.1M - $11.4M
|
327K
$15.5M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
133K+ 12.63% |
$6.22M - $6.39M
|
1.19M
$56.4M
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.87K+ 317.46% |
$134K - $138K
|
3.78K
$179K
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
166KNew |
$7.77M - $7.98M
|
166K
$7.89M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.1KNew |
$567K - $582K
|
12.1K
$576K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 8.97% |
$370K - $380K
|
96.2K
$4.56M
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
119+ 0.1% |
$5.55K - $5.71K
|
121K
$5.76M
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
200K+ 19.74% |
$9.34M - $9.59M
|
1.21M
$57.5M
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
7.11KNew |
$332K - $341K
|
7.11K
$337K
|
|
Jan 31, 2025
Q4 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
211+ 4.27% |
$9.85K - $10.1K
|
5.16K
$245K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
44.2KNew |
$2.07M - $2.12M
|
44.2K
$2.1M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.6KNew |
$1.9M - $1.95M
|
40.6K
$1.93M
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.22% |
$934 - $959
|
9.28K
$440K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.9K- 40.66% |
$555K - $570K
|
17.3K
$822K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 150.38% |
$131K - $134K
|
4.66K
$221K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
12.2KNew |
$568K - $584K
|
12.2K
$577K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.4K+ 6.1% |
$1.23M - $1.26M
|
458K
$21.7M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
255New |
$11.9K - $12.2K
|
255
$12.1K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.7KNew |
$685K - $704K
|
14.7K
$696K
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11.2KNew |
$525K - $539K
|
11.2K
$533K
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20.7KNew |
$968K - $994K
|
20.7K
$983K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.04K+ 31.93% |
$48.7K - $50.1K
|
4.31K
$205K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.55KNew |
$259K - $266K
|
5.55K
$263K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 4.52% |
$48.6K - $49.9K
|
24.1K
$1.14M
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
199+ 0.11% |
$9.29K - $9.54K
|
175K
$8.31M
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.1KNew |
$471K - $484K
|
10.1K
$479K
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
231New |
$10.8K - $11.1K
|
231
$11K
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
10.8KNew |
$506K - $520K
|
10.8K
$514K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.63K+ 94.96% |
$309K - $318K
|
13.6K
$645K
|