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 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6KNew |
$281K - $287K
|
6K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.44KNew |
$208K - $212K
|
4.44K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.48KNew |
$256K - $262K
|
5.48K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-18- 0.22% |
$843 - $860
|
8.06K
$380K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 4.07% |
$9.36K - $9.56K
|
5.11K
$241K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32New |
$1.5K - $1.53K
|
32
$1.51K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
378New |
$17.7K - $18.1K
|
378
$17.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542New |
$25.4K - $25.9K
|
542
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
578+ 4.08% |
$27.1K - $27.6K
|
14.8K
$696K
|
|
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
5.06MNew |
$237M - $242M
|
5.06M
$238M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
350+ 5.69% |
$16.4K - $16.7K
|
6.5K
$306K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$262K - $268K
|
5.61K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.43% |
$46.8K - $47.8K
|
7.93K
$374K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.4KNew |
$534K - $545K
|
11.4K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.72K+ 58.13% |
$80.7K - $82.4K
|
4.69K
$221K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.87% |
$93.6 - $95.6
|
233
$11K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
423+ 9.05% |
$19.8K - $20.2K
|
5.1K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
522+ 10.74% |
$24.4K - $25K
|
5.38K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.67KNew |
$78.2K - $79.8K
|
1.67K
$78.7K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.75K- 51.21% |
$269K - $275K
|
5.48K
$259K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
828+ 10.58% |
$38.8K - $39.6K
|
8.65K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.8KNew |
$225K - $229K
|
4.8K
$226K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
185+ 2.04% |
$8.66K - $8.84K
|
9.23K
$435K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$281K - $287K
|
6.01K
$283K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 22.92% |
$84.3K - $86K
|
6.05K
$285K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46KNew |
$209K - $213K
|
4.46K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-27- 0.27% |
$1.26K - $1.29K
|
10.1K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.5K- 69.42% |
$630K - $643K
|
5.93K
$280K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-106- 92.17% |
$4.96K - $5.07K
|
9
$424
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.96KNew |
$419K - $428K
|
8.96K
$422K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$202K - $206K
|
4.31K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.7K+ 3.6% |
$79.4K - $81.1K
|
48.8K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 39.59% |
$91.6K - $93.5K
|
6.9K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19K+ 14.31% |
$337K - $344K
|
57.4K
$2.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
303New |
$14.2K - $14.5K
|
303
$14.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
999+ 17.3% |
$46.8K - $47.8K
|
6.77K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.75K+ 63.46% |
$269K - $275K
|
14.8K
$699K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
463+ 6.51% |
$21.7K - $22.1K
|
7.58K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-160- 2.0% |
$7.49K - $7.65K
|
7.86K
$370K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
700+ 11.69% |
$32.8K - $33.5K
|
6.69K
$315K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 33.05% |
$1.83K - $1.86K
|
79
$3.72K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72KNew |
$3.36M - $3.45M
|
72K
$3.4M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
106New |
$4.95K - $5.08K
|
106
$5K
|
|
|
Feb 14, 2025
Q4 2024
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
7.04KNew |
$329K - $338K
|
7.04K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$543K - $557K
|
11.6K
$548K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
134+ 1.75% |
$6.26K - $6.43K
|
7.8K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.75KNew |
$222K - $228K
|
4.75K
$224K
|
|
|
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
$15.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.59KNew |
$354K - $364K
|
7.59K
$358K
|
|