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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.59KNew |
$354K - $364K
|
7.59K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
6.15KNew |
$287K - $295K
|
6.15K
$291K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.88KNew |
$274K - $282K
|
5.88K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21New |
$980 - $1.01K
|
21
$995
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2- 20.0% |
$93.4 - $95.9
|
8
$379
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
255New |
$11.9K - $12.2K
|
255
$12.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 8.97% |
$370K - $380K
|
96.2K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 150.38% |
$131K - $134K
|
4.66K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
20+ 0.22% |
$934 - $959
|
9.28K
$439K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5.55KNew |
$259K - $266K
|
5.55K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20.7KNew |
$968K - $994K
|
20.7K
$982K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 4.52% |
$48.6K - $49.9K
|
24.1K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21.5KNew |
$1.01M - $1.03M
|
21.5K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.59KNew |
$214K - $220K
|
4.59K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
779New |
$36.4K - $37.4K
|
779
$36.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.11M - $1.14M
|
23.7K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
328+ 59.21% |
$15.3K - $15.7K
|
882
$41.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$468K - $481K
|
10K
$475K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.69K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.6KNew |
$308K - $316K
|
6.6K
$313K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
519New |
$23.9K - $24.9K
|
519
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 56.89% |
$58.1K - $60.5K
|
954
$45.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.97KNew |
$321K - $335K
|
6.97K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-63- 35.39% |
$2.91K - $3.03K
|
115
$5.45K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-596- 99.5% |
$27.5K - $28.6K
|
3
$142
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
165New |
$7.61K - $7.93K
|
165
$7.82K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40+ 40.0% |
$1.85K - $1.92K
|
140
$6.63K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 37.27% |
$8.31K - $8.65K
|
663
$31.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171K- 75.74% |
$7.89M - $8.22M
|
54.8K
$2.59M
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-919- 8.47% |
$41.9K - $42.9K
|
9.93K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
248KNew |
$11.3M - $11.6M
|
248K
$11.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
112+ 35.44% |
$5.1K - $5.23K
|
428
$20.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$732K - $751K
|
16.1K
$761K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.1K- 34.25% |
$50K - $51.2K
|
2.11K
$99.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
544New |
$24.8K - $25.4K
|
544
$25.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$53.7K - $55K
|
1.18K
$55.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
108+ 29.27% |
$4.92K - $5.04K
|
477
$22.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8.2KNew |
$374K - $383K
|
8.2K
$389K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.27KNew |
$149K - $153K
|
3.27K
$155K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 1.82% |
$3.78K - $3.88K
|
4.65K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12.1KNew |
$550K - $564K
|
12.1K
$572K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
2.55K+ 1.3% |
$116K - $119K
|
199K
$9.45M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10.1KNew |
$461K - $471K
|
10.1K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.13KNew |
$235K - $240K
|
5.13K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 57.37% |
$744K - $760K
|
44.6K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.3K+ 211.19% |
$2.53M - $2.59M
|
81.5K
$3.86M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 6.77% |
$31.5K - $32.2K
|
10.8K
$514K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.42KNew |
$248K - $254K
|
5.42K
$257K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.1K+ 11.13% |
$96K - $98.1K
|
20.9K
$991K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$2.11K - $2.15K
|
46
$2.18K
|
|