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 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10.1KNew |
$461K - $471K
|
10.1K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.13KNew |
$235K - $240K
|
5.13K
$244K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.3K+ 211.19% |
$2.53M - $2.59M
|
81.5K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 57.37% |
$744K - $760K
|
44.6K
$2.12M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.55KNew |
$254K - $260K
|
5.55K
$264K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 6.77% |
$31.5K - $32.2K
|
10.8K
$515K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.42KNew |
$248K - $254K
|
5.42K
$258K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.1K+ 11.13% |
$96K - $98.1K
|
20.9K
$994K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$2.11K - $2.15K
|
46
$2.19K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
17New |
$779 - $795
|
17
$808
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-903- 14.01% |
$41.4K - $42.3K
|
5.54K
$263K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-42.4K- 83.74% |
$1.94M - $1.98M
|
8.23K
$391K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
40New |
$1.83K - $1.87K
|
40
$1.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
41.4KNew |
$1.9M - $1.94M
|
41.4K
$1.97M
|
|
| Q4 2023 | |||||||
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
81New |
$3.48K - $3.77K
|
81
$3.85K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$68.9K - $74.7K
|
1.6K
$76.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
2.51KNew |
$108K - $117K
|
2.51K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
367New |
$15.8K - $17.1K
|
367
$17.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
684New |
$29.4K - $31.9K
|
684
$32.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
279New |
$12K - $13K
|
279
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.92KNew |
$211K - $229K
|
4.92K
$234K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
210New |
$9.02K - $9.78K
|
210
$9.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96New |
$4.12K - $4.47K
|
96
$4.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$290K - $314K
|
6.75K
$321K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
13.3KNew |
$571K - $619K
|
13.3K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
53New |
$2.28K - $2.47K
|
53
$2.52K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 4.71% |
$2.41K - $2.61K
|
1.13K
$53.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.4KNew |
$533K - $578K
|
12.4K
$589K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.99KNew |
$343K - $372K
|
7.99K
$379K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
42New |
$1.8K - $1.96K
|
42
$2K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.61KNew |
$198K - $214K
|
4.61K
$219K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.49KNew |
$236K - $256K
|
5.49K
$261K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$256K - $277K
|
5.95K
$283K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$95.5K - $104K
|
2.22K
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
179New |
$7.69K - $8.34K
|
179
$8.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.05KNew |
$131K - $142K
|
3.05K
$145K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
151New |
$6.49K - $7.03K
|
151
$7.17K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
6.25KNew |
$268K - $291K
|
6.25K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.4KNew |
$703K - $762K
|
16.4K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
704New |
$30.2K - $32.8K
|
704
$33.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-3.26K- 30.72% |
$140K - $152K
|
7.35K
$349K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9K+ 168.45% |
$1.22M - $1.26M
|
44.4K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
33.4K+ 5.08% |
$1.46M - $1.51M
|
691K
$32.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$516K - $532K
|
11.8K
$559K
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
BUY
|
- |
554New |
$24.3K - $25K
|
554
$26.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.89K- 34.68% |
$170K - $176K
|
7.33K
$348K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-225- 22.06% |
$9.87K - $10.1K
|
795
$37.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.2KNew |
$621K - $633K
|
14.2K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.1KNew |
$441K - $450K
|
10.1K
$478K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
96+ 2400.0% |
$4.16K - $4.37K
|
100
$4.75K
|
|