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 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.64K- 19.55% |
$264K - $269K
|
23.2K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.53K+ 10.88% |
$259K - $264K
|
56.4K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.9K- 1.11% |
$229K - $234K
|
438K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.86K+ 10.43% |
$180K - $184K
|
40.8K
$1.93M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-260- 2.17% |
$12.2K - $12.4K
|
11.7K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16K+ 2.72% |
$750K - $766K
|
606K
$28.7M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.71K+ 63.61% |
$221K - $225K
|
12.1K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.8KNew |
$225K - $229K
|
4.8K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.52K+ 43.37% |
$352K - $359K
|
24.9K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
185+ 2.04% |
$8.66K - $8.84K
|
9.23K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
13.1K+ 7.85% |
$611K - $624K
|
179K
$8.5M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 88.57% |
$606K - $619K
|
27.6K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
828+ 10.58% |
$38.8K - $39.6K
|
8.65K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.91K+ 12.83% |
$136K - $139K
|
25.6K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 22.92% |
$84.3K - $86K
|
6.05K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.04K+ 11.63% |
$48.6K - $49.7K
|
9.98K
$473K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$281K - $287K
|
6.01K
$285K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.7K- 17.16% |
$546K - $558K
|
56.4K
$2.67M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.77K+ 15.24% |
$410K - $419K
|
66.3K
$3.14M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 9.18% |
$57K - $58.2K
|
14.5K
$686K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
529+ 2.77% |
$24.8K - $25.3K
|
19.7K
$931K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 4.99% |
$72.7K - $74.2K
|
32.7K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46KNew |
$209K - $213K
|
4.46K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
176K+ 53.89% |
$8.24M - $8.41M
|
503K
$23.8M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
9.57KNew |
$448K - $457K
|
9.57K
$453K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-204- 50.5% |
$9.55K - $9.75K
|
200
$9.47K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.2KNew |
$2.35M - $2.4M
|
50.2K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 77.36% |
$538K - $549K
|
26.3K
$1.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
720+ 13.96% |
$33.7K - $34.4K
|
5.88K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-27- 0.27% |
$1.26K - $1.29K
|
10.1K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 3.27% |
$472K - $482K
|
318K
$15.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
18.3K+ 424.62% |
$858K - $876K
|
22.6K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-51K- 34.93% |
$2.39M - $2.44M
|
95.1K
$4.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 11.22% |
$51.2K - $52.2K
|
8.65K
$410K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 8.2% |
$58.1K - $59.3K
|
16.4K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6KNew |
$729K - $744K
|
15.6K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 1.23% |
$1.55M - $1.58M
|
2.71M
$129M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-106- 92.17% |
$4.96K - $5.07K
|
9
$426
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.1K+ 87.53% |
$941K - $961K
|
43.1K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.5K- 69.42% |
$630K - $643K
|
5.93K
$281K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.2K- 32.66% |
$1.84M - $1.87M
|
80.8K
$3.83M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.12K+ 29.59% |
$52.3K - $53.4K
|
4.9K
$232K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 78.0% |
$46.8K - $47.8K
|
2.28K
$108K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-222- 1.82% |
$10.4K - $10.6K
|
11.9K
$566K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110+ 2.89% |
$5.15K - $5.26K
|
3.92K
$186K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
3.84K+ 16.46% |
$180K - $183K
|
27.1K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
11.9KNew |
$556K - $568K
|
11.9K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.96KNew |
$419K - $428K
|
8.96K
$424K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.33K+ 39.47% |
$62.5K - $63.8K
|
4.71K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-816- 43.43% |
$38.2K - $39K
|
1.06K
$50.4K
|