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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
951K+ 915.62% |
$43.9M - $45.7M
|
1.05M
$50.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
293K+ 97.9% |
$13.5M - $14.1M
|
592K
$28.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
175KNew |
$8.07M - $8.41M
|
175K
$8.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121K+ 39.12% |
$5.6M - $5.83M
|
432K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 869.56% |
$5.47M - $5.7M
|
132K
$6.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104K+ 207756.0% |
$4.79M - $4.99M
|
104K
$4.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
97.7K+ 217.16% |
$4.51M - $4.7M
|
143K
$6.78M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
88.3KNew |
$4.07M - $4.24M
|
88.3K
$4.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.9K+ 140.58% |
$4.06M - $4.22M
|
150K
$7.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.7K+ 19.42% |
$3.54M - $3.68M
|
472K
$22.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.9K+ 96.48% |
$3.09M - $3.22M
|
136K
$6.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.1KNew |
$2.96M - $3.08M
|
64.1K
$3.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
51.9K+ 52.02% |
$2.39M - $2.49M
|
152K
$7.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.1K+ 115.2% |
$2.31M - $2.41M
|
93.6K
$4.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41.1K+ 58.76% |
$1.9M - $1.97M
|
111K
$5.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
38.7K+ 49.56% |
$1.78M - $1.86M
|
117K
$5.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
32.2K+ 63.18% |
$1.48M - $1.55M
|
83.1K
$3.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
30K+ 38.3% |
$1.38M - $1.44M
|
108K
$5.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.4K+ 29.39% |
$1.26M - $1.31M
|
120K
$5.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 9.0% |
$1.15M - $1.2M
|
301K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
20.5K+ 9.36% |
$945K - $984K
|
239K
$11.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$880K - $917K
|
19.1K
$906K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16.7K+ 158.65% |
$771K - $803K
|
27.3K
$1.29M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
BUY
|
- |
14.8K+ 9.52% |
$682K - $710K
|
170K
$8.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 110.2% |
$608K - $634K
|
25.2K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7K+ 98.33% |
$587K - $611K
|
25.6K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 12.04% |
$550K - $573K
|
111K
$5.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
BUY
|
- |
11.7K+ 6.31% |
$538K - $560K
|
196K
$9.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7KNew |
$493K - $513K
|
10.7K
$508K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.3K+ 3.88% |
$474K - $494K
|
275K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.89K+ 11.47% |
$456K - $475K
|
96.1K
$4.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.66K+ 43.43% |
$400K - $416K
|
28.6K
$1.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.07K+ 40.38% |
$372K - $388K
|
28.1K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.98KNew |
$322K - $335K
|
6.98K
$332K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
6.97KNew |
$321K - $335K
|
6.97K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.03KNew |
$278K - $290K
|
6.03K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.58KNew |
$258K - $268K
|
5.58K
$265K
|
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4.95KNew |
$228K - $238K
|
4.95K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.68K+ 39.73% |
$216K - $225K
|
16.5K
$782K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.16K+ 17.31% |
$192K - $200K
|
28.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.69K+ 51.03% |
$170K - $177K
|
10.9K
$519K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 3.13% |
$125K - $131K
|
89.5K
$4.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.69K+ 42.85% |
$124K - $129K
|
8.95K
$425K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57K+ 12.58% |
$119K - $124K
|
23K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.42K+ 55.93% |
$111K - $116K
|
6.74K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.02KNew |
$93.2K - $97.1K
|
2.02K
$96K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 4.61% |
$84.7K - $88.2K
|
41.6K
$1.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17K+ 56.29% |
$54.1K - $56.3K
|
3.25K
$155K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 12.02% |
$47.2K - $49.2K
|
9.54K
$453K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 19.42% |
$46.1K - $48.1K
|
6.15K
$292K
|