Latest Institutional Purchases of Ishares Tr Edge High Yield Def (HYDB)
This list provides information on the latest institutional transactions involving Ishares Tr Edge High Yield Def (HYDB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.11M+ 366.31% |
$98.3M - $101M
|
2.68M
$128M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
943K+ 200.0% |
$44M - $45.2M
|
1.41M
$67.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
519KNew |
$24.2M - $24.9M
|
519K
$24.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
420KNew |
$19.6M - $20.1M
|
420K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 129.03% |
$17.8M - $18.3M
|
676K
$32.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
348K+ 371.18% |
$16.2M - $16.7M
|
441K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
343K+ 228.37% |
$16M - $16.5M
|
494K
$23.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
309K+ 1572.93% |
$14.4M - $14.8M
|
329K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
262K+ 144.06% |
$12.2M - $12.5M
|
443K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
237K+ 265.14% |
$11.1M - $11.4M
|
327K
$15.5M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
200K+ 19.74% |
$9.34M - $9.59M
|
1.21M
$57.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
166KNew |
$7.77M - $7.98M
|
166K
$7.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 43.55% |
$6.27M - $6.44M
|
442K
$21.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
133K+ 12.63% |
$6.22M - $6.39M
|
1.19M
$56.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 1260.81% |
$5.88M - $6.04M
|
136K
$6.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
109K+ 232.13% |
$5.1M - $5.24M
|
156K
$7.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
107K+ 74.98% |
$5M - $5.13M
|
250K
$11.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 79.09% |
$4.88M - $5.01M
|
237K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
99.4K+ 204.73% |
$4.64M - $4.77M
|
148K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.7K+ 271.67% |
$4.61M - $4.73M
|
135K
$6.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
92.2K+ 893.57% |
$4.31M - $4.42M
|
103K
$4.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.5K+ 858.89% |
$4.08M - $4.19M
|
97.6K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
86.6K+ 27928.06% |
$4.04M - $4.15M
|
86.9K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
85.3KNew |
$3.98M - $4.09M
|
85.3K
$4.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
80.2KNew |
$3.74M - $3.84M
|
80.2K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
76.5K+ 267.47% |
$3.57M - $3.67M
|
105K
$5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
72KNew |
$3.36M - $3.45M
|
72K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
67.1KNew |
$3.13M - $3.22M
|
67.1K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
57.5KNew |
$2.69M - $2.76M
|
57.5K
$2.74M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
55.7KNew |
$2.6M - $2.67M
|
55.7K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
53.9KNew |
$2.52M - $2.58M
|
53.9K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.4K+ 44.04% |
$2.4M - $2.46M
|
168K
$8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
50.3KNew |
$2.35M - $2.41M
|
50.3K
$2.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
47.1KNew |
$2.2M - $2.26M
|
47.1K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
44.2KNew |
$2.07M - $2.12M
|
44.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
40.6KNew |
$1.9M - $1.95M
|
40.6K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
39.1K+ 219.29% |
$1.83M - $1.88M
|
56.9K
$2.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
34.8KNew |
$1.62M - $1.67M
|
34.8K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32.2K+ 4241.5% |
$1.5M - $1.54M
|
33K
$1.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
30K+ 314.07% |
$1.4M - $1.44M
|
39.5K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
28.6K+ 18.85% |
$1.34M - $1.37M
|
180K
$8.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28.2KNew |
$1.32M - $1.35M
|
28.2K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.4K+ 6.1% |
$1.23M - $1.26M
|
458K
$21.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.8KNew |
$1.21M - $1.24M
|
25.8K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.7K+ 102.1% |
$1.2M - $1.23M
|
50.8K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.1K+ 23.19% |
$1.17M - $1.2M
|
133K
$6.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
24.8K+ 57.4% |
$1.16M - $1.19M
|
68K
$3.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
24.7KNew |
$1.15M - $1.19M
|
24.7K
$1.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.11M - $1.14M
|
23.7K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.8KNew |
$1.06M - $1.09M
|
22.8K
$1.08M
|