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 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
231K+ 99.88% |
$10.3M - $11M
|
462K
$21.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
39.5K+ 8.65% |
$1.76M - $1.88M
|
496K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
10.4K+ 18.34% |
$465K - $494K
|
67.2K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1K+ 71.01% |
$451K - $480K
|
24.3K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.5KNew |
$379K - $403K
|
8.5K
$402K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.46KNew |
$288K - $307K
|
6.46K
$306K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.99KNew |
$267K - $284K
|
5.99K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.34KNew |
$194K - $206K
|
4.34K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.91K+ 55.76% |
$174K - $186K
|
10.9K
$517K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.94KNew |
$131K - $140K
|
2.94K
$139K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
BUY
|
- |
2.77K+ 1.4% |
$124K - $132K
|
201K
$9.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.43KNew |
$108K - $115K
|
2.43K
$115K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.27K+ 5.27% |
$101K - $108K
|
45.4K
$2.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.16K+ 28.49% |
$96.5K - $103K
|
9.75K
$462K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.03K+ 53.03% |
$46.1K - $49K
|
2.98K
$141K
|
|
|
Jul 22, 2025
Q2 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
934+ 3.53% |
$41.7K - $44.3K
|
27.4K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
929+ 9.09% |
$41.5K - $44.1K
|
11.2K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
716+ 66.36% |
$32K - $34K
|
1.8K
$85K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
490+ 6.8% |
$21.9K - $23.3K
|
7.69K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$8.48K - $9.02K
|
190
$9K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
86+ 1.72% |
$3.84K - $4.08K
|
5.09K
$241K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 1.85% |
$937 - $997
|
1.16K
$54.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.3% |
$625 - $665
|
1.09K
$51.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 0.06% |
$312 - $332
|
12K
$567K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
5.06MNew |
$237M - $242M
|
5.06M
$240M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.48M+ 502.46% |
$116M - $119M
|
2.98M
$141M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
176K+ 53.89% |
$8.24M - $8.41M
|
503K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 75.78% |
$5.55M - $5.66M
|
275K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
118K+ 175.71% |
$5.52M - $5.64M
|
185K
$8.77M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.2K+ 19.1% |
$3.94M - $4.03M
|
525K
$24.9M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
80.9K+ 11.96% |
$3.79M - $3.87M
|
757K
$35.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
65.6K+ 37.44% |
$3.07M - $3.14M
|
241K
$11.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61K+ 704.77% |
$2.86M - $2.92M
|
69.6K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
55.7K+ 4.69% |
$2.61M - $2.66M
|
1.24M
$58.9M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 12.02% |
$2.49M - $2.55M
|
496K
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.2KNew |
$2.35M - $2.4M
|
50.2K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 20.94% |
$2.33M - $2.38M
|
288K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 23.23% |
$1.96M - $2M
|
222K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 40.55% |
$1.95M - $1.99M
|
144K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
41.4K+ 16.58% |
$1.94M - $1.98M
|
291K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.3KNew |
$1.61M - $1.64M
|
34.3K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 1.23% |
$1.55M - $1.58M
|
2.71M
$129M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.4K+ 118.71% |
$1.52M - $1.55M
|
59.6K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.9K+ 14.23% |
$1.12M - $1.14M
|
192K
$9.1M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.8K+ 17.85% |
$1.11M - $1.14M
|
157K
$7.44M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.7K+ 24.24% |
$968K - $988K
|
106K
$5.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.1K+ 87.53% |
$941K - $961K
|
43.1K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
18.3K+ 424.62% |
$858K - $876K
|
22.6K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$780K - $796K
|
16.6K
$789K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16K+ 2.72% |
$750K - $766K
|
606K
$28.7M
|
|