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 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
$996K
|
|
|
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
$809
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-903- 14.01% |
$41.4K - $42.3K
|
5.54K
$264K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-42.4K- 83.74% |
$1.94M - $1.98M
|
8.23K
$392K
|
|
|
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 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$68.9K - $74.7K
|
1.6K
$76.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
367New |
$15.8K - $17.1K
|
367
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
684New |
$29.4K - $31.9K
|
684
$32.6K
|
|
|
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
$9.99K
|
|
|
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
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$256K - $277K
|
5.95K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.49KNew |
$236K - $256K
|
5.49K
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
179New |
$7.69K - $8.34K
|
179
$8.52K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.4KNew |
$703K - $762K
|
16.4K
$779K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
704New |
$30.2K - $32.8K
|
704
$33.5K
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$516K - $532K
|
11.8K
$560K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
33.4K+ 5.08% |
$1.46M - $1.51M
|
691K
$32.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.89K- 34.68% |
$170K - $176K
|
7.33K
$349K
|
|
| 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
$674K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.1KNew |
$441K - $450K
|
10.1K
$479K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
96+ 2400.0% |
$4.16K - $4.37K
|
100
$4.76K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.82% |
$217 - $228
|
603
$28.7K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.14K- 31.66% |
$222K - $234K
|
11.1K
$528K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-473- 3.97% |
$20.5K - $21.5K
|
11.4K
$545K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
925New |
$40.1K - $42.1K
|
925
$44K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
209New |
$9.05K - $9.52K
|
209
$9.95K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
200New |
$8.49K - $8.97K
|
200
$9.52K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.27K- 18.07% |
$181K - $192K
|
19.4K
$922K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-25.5K- 36.96% |
$1.08M - $1.19M
|
43.5K
$2.07M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
558New |
$24.3K - $27.3K
|
558
$26.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
800New |
$34.8K - $39.1K
|
800
$38.1K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
306New |
$13.3K - $15K
|
306
$14.6K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.35KClosed |
$206K - $224K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-201Closed |
$10.2K - $10.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-101KClosed |
$5.11M - $5.23M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-463- 25.29% |
$23.4K - $24K
|
1.37K
$65.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-203Closed |
$10.3K - $10.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-41.3KClosed |
$2.12M - $2.15M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-294Closed |
$15K - $15.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-72.6KClosed |
$3.69M - $3.76M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.18KNew |
$59.7K - $60.8K
|
1.18K
$55.9K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
PUT |
-2.35MClosed |
$114M - $120M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4KClosed |
$503K - $531K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.51KClosed |
$211K - $222K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.29KNew |
$91.5K - $117K
|
2.29K
$109K
|
|