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 |
|---|---|---|---|---|---|---|---|
|
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 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.33K+ 39.47% |
$62.5K - $63.8K
|
4.71K
$223K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.96KNew |
$419K - $428K
|
8.96K
$424K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-816- 43.43% |
$38.2K - $39K
|
1.06K
$50.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.73% |
$375 - $382
|
1.09K
$51.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.48K+ 10.02% |
$116K - $118K
|
27.2K
$1.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.63K+ 2.46% |
$123K - $126K
|
109K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$202K - $206K
|
4.31K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 17.48% |
$736K - $752K
|
106K
$5.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
65.6K+ 37.44% |
$3.07M - $3.14M
|
241K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
325+ 0.58% |
$15.2K - $15.5K
|
56K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 39.59% |
$91.6K - $93.5K
|
6.9K
$327K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-27K- 6.44% |
$1.26M - $1.29M
|
393K
$18.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 3.9% |
$97.4K - $99.5K
|
55.4K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.7K+ 3.6% |
$79.4K - $81.1K
|
48.8K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
292+ 2.4% |
$13.7K - $14K
|
12.4K
$589K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-23.3K- 19.23% |
$1.09M - $1.12M
|
98K
$4.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.01% |
$93.6 - $95.6
|
35.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.11K+ 3.42% |
$146K - $149K
|
94.1K
$4.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.4K- 19.89% |
$3.06M - $3.13M
|
264K
$12.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-84.8K- 55.43% |
$3.97M - $4.05M
|
68.2K
$3.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61K+ 704.77% |
$2.86M - $2.92M
|
69.6K
$3.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
303New |
$14.2K - $14.5K
|
303
$14.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
999+ 17.3% |
$46.8K - $47.8K
|
6.77K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19K+ 14.31% |
$337K - $344K
|
57.4K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.62KNew |
$216K - $221K
|
4.62K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-10.7K- 98.3% |
$499K - $510K
|
184
$8.72K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.75K+ 63.46% |
$269K - $275K
|
14.8K
$702K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 20.94% |
$2.33M - $2.38M
|
288K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
463+ 6.51% |
$21.7K - $22.1K
|
7.58K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-160- 2.0% |
$7.49K - $7.65K
|
7.86K
$372K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
496+ 2.31% |
$23.2K - $23.7K
|
22K
$1.04M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
700+ 11.69% |
$32.8K - $33.5K
|
6.69K
$317K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 33.05% |
$1.83K - $1.86K
|
79
$3.74K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
106New |
$4.95K - $5.08K
|
106
$5.02K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 12.23% |
$1.3M - $1.33M
|
199K
$9.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.04KNew |
$329K - $338K
|
7.04K
$334K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.13KNew |
$146K - $150K
|
3.13K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
16New |
$747 - $767
|
16
$758
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$543K - $557K
|
11.6K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.7K+ 271.67% |
$4.61M - $4.73M
|
135K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.2K- 33.02% |
$988K - $1.01M
|
42.9K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.75KNew |
$222K - $228K
|
4.75K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
134+ 1.75% |
$6.26K - $6.43K
|
7.8K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
525+ 391.79% |
$24.5K - $25.2K
|
659
$31.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22New |
$1.03K - $1.05K
|
22
$1.04K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
320New |
$14.9K - $15.3K
|
320
$15.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.59KNew |
$354K - $364K
|
7.59K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.98K+ 5.18% |
$232K - $239K
|
101K
$4.79M
|
|