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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
378New |
$17.7K - $18.1K
|
378
$17.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.2K+ 9.14% |
$244K - $249K
|
62.1K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
118K+ 175.71% |
$5.52M - $5.64M
|
185K
$8.77M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 7.13% |
$11.9K - $12.2K
|
3.32K
$157K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.7K+ 24.24% |
$968K - $988K
|
106K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27K- 18.23% |
$1.26M - $1.29M
|
121K
$5.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 1.51% |
$5.85K - $5.98K
|
8.42K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.73K- 14.54% |
$175K - $178K
|
21.9K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32New |
$1.5K - $1.53K
|
32
$1.52K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
96+ 1.64% |
$4.49K - $4.59K
|
5.96K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$262K - $268K
|
5.61K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.2K+ 19.1% |
$3.94M - $4.03M
|
525K
$24.9M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.43% |
$46.8K - $47.8K
|
7.93K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.4K+ 118.71% |
$1.52M - $1.55M
|
59.6K
$2.82M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.18K+ 52.74% |
$430K - $439K
|
26.6K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-677- 3.5% |
$31.7K - $32.4K
|
18.7K
$885K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
350+ 5.69% |
$16.4K - $16.7K
|
6.5K
$308K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
531+ 2.47% |
$24.9K - $25.4K
|
22K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.26KNew |
$153K - $156K
|
3.26K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
5.06MNew |
$237M - $242M
|
5.06M
$240M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 22.58% |
$68.3K - $69.7K
|
7.92K
$375K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.37K- 30.29% |
$111K - $113K
|
5.45K
$258K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
812+ 342.62% |
$38K - $38.8K
|
1.05K
$49.7K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267+ 161.82% |
$12.5K - $12.8K
|
432
$20.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 53.83% |
$5.97M - $6.09M
|
109K
$5.18M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
48+ 0.2% |
$2.25K - $2.29K
|
23.5K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
3.05K+ 43.13% |
$143K - $146K
|
10.1K
$479K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
259+ 0.64% |
$12.1K - $12.4K
|
40.9K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
55.7K+ 4.69% |
$2.61M - $2.66M
|
1.24M
$58.9M
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-350- 23.78% |
$16.4K - $16.7K
|
1.12K
$53.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
466+ 5.62% |
$21.8K - $22.3K
|
8.76K
$415K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.4K+ 682.57% |
$673K - $687K
|
16.5K
$781K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.39K+ 45.92% |
$206K - $210K
|
14K
$661K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-635- 99.69% |
$29.7K - $30.4K
|
2
$94.7
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.4KNew |
$534K - $545K
|
11.4K
$540K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.72K+ 58.13% |
$80.7K - $82.4K
|
4.69K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-60- 0.15% |
$2.81K - $2.87K
|
39.4K
$1.87M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.7K+ 90.4% |
$267K - $272K
|
12K
$568K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.44KNew |
$208K - $212K
|
4.44K
$210K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.84K- 8.18% |
$133K - $136K
|
31.9K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
522+ 10.74% |
$24.4K - $25K
|
5.38K
$255K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 40.55% |
$1.95M - $1.99M
|
144K
$6.83M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-286K- 20.19% |
$13.4M - $13.7M
|
1.13M
$53.5M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
423+ 9.05% |
$19.8K - $20.2K
|
5.1K
$241K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.87% |
$93.6 - $95.6
|
233
$11K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.75K- 51.21% |
$269K - $275K
|
5.48K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 9.09% |
$140 - $143
|
30
$1.42K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.2K+ 122.22% |
$384K - $392K
|
14.9K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.67KNew |
$78.2K - $79.8K
|
1.67K
$79.1K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17.1K- 6.12% |
$803K - $819K
|
263K
$12.5M
|