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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
284K+ 868.03% |
$12.7M - $13.5M
|
316K
$14.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
232KNew |
$10.3M - $11M
|
232K
$10.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 99.88% |
$10.3M - $11M
|
462K
$21.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
226K+ 5089.91% |
$10.1M - $10.7M
|
230K
$10.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
BUY
|
- |
128K+ 1340.35% |
$5.73M - $6.09M
|
138K
$6.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.7K+ 12.77% |
$4.32M - $4.59M
|
854K
$40.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
74.2KNew |
$3.31M - $3.52M
|
74.2K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
57.8K+ 134.14% |
$2.58M - $2.74M
|
101K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
42.2K+ 22.83% |
$1.89M - $2.01M
|
227K
$10.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
39.5K+ 8.65% |
$1.76M - $1.88M
|
496K
$23.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.3KNew |
$1.31M - $1.39M
|
29.3K
$1.39M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.9KNew |
$1.29M - $1.37M
|
28.9K
$1.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
28.9K+ 9.91% |
$1.29M - $1.37M
|
320K
$15.1M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
26.6K+ 41.88% |
$1.19M - $1.26M
|
90.1K
$4.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
25.1K+ 11.31% |
$1.12M - $1.19M
|
247K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.7K+ 82.26% |
$1.01M - $1.08M
|
50.2K
$2.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
21.1K+ 6.64% |
$943K - $1M
|
339K
$16M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.6K+ 1.57% |
$873K - $928K
|
1.26M
$59.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
19.5K+ 32.64% |
$869K - $924K
|
79.1K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.3K+ 8.49% |
$728K - $774K
|
208K
$9.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.1KNew |
$721K - $766K
|
16.1K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.4K+ 14.57% |
$689K - $733K
|
121K
$5.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.3K+ 113.38% |
$684K - $728K
|
28.8K
$1.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
15.1KNew |
$672K - $715K
|
15.1K
$711K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 10.51% |
$496K - $527K
|
117K
$5.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$465K - $495K
|
10.4K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.4K+ 18.34% |
$465K - $494K
|
67.2K
$3.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 71.01% |
$451K - $480K
|
24.3K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
9.92KNew |
$443K - $471K
|
9.92K
$468K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.63KNew |
$430K - $457K
|
9.63K
$455K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.5KNew |
$379K - $403K
|
8.5K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.4KNew |
$375K - $399K
|
8.4K
$397K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.02KNew |
$358K - $381K
|
8.02K
$379K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.46KNew |
$288K - $307K
|
6.46K
$305K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
6.31K+ 2.4% |
$282K - $300K
|
269K
$12.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.23KNew |
$278K - $296K
|
6.23K
$294K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
6K+ 59.38% |
$268K - $285K
|
16.1K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.99KNew |
$267K - $284K
|
5.99K
$283K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
5.92K+ 8.68% |
$264K - $281K
|
74.1K
$3.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.5KNew |
$245K - $261K
|
5.5K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.34KNew |
$194K - $206K
|
4.34K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.19K+ 1.46% |
$187K - $199K
|
292K
$13.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$177K - $188K
|
3.96K
$187K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.94K+ 19.39% |
$176K - $187K
|
24.3K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.91K+ 55.76% |
$174K - $186K
|
10.9K
$516K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.71K+ 66.87% |
$166K - $176K
|
9.25K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.26K+ 6.49% |
$145K - $155K
|
53.4K
$2.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.94KNew |
$131K - $140K
|
2.94K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9KNew |
$130K - $138K
|
2.9K
$137K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.87K+ 36.2% |
$128K - $136K
|
10.8K
$509K
|