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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 1260.81% |
$5.88M - $6.04M
|
136K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.5K+ 858.89% |
$4.08M - $4.19M
|
97.6K
$4.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
80.2KNew |
$3.74M - $3.84M
|
80.2K
$3.79M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.4K+ 44.04% |
$2.4M - $2.46M
|
168K
$7.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.1K+ 23.19% |
$1.17M - $1.2M
|
133K
$6.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$468K - $481K
|
10K
$474K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.74KNew |
$455K - $467K
|
9.74K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.2KNew |
$336K - $345K
|
7.2K
$341K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.6KNew |
$308K - $316K
|
6.6K
$312K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.99KNew |
$279K - $287K
|
5.99K
$283K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.02K+ 4.52% |
$234K - $241K
|
116K
$5.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
5K+ 2.55% |
$233K - $240K
|
201K
$9.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.93K+ 22.43% |
$184K - $189K
|
21.5K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3.38KNew |
$158K - $162K
|
3.38K
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.96KNew |
$138K - $142K
|
2.96K
$140K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.01K+ 99.6% |
$94K - $96.5K
|
4.03K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 18.66% |
$54.7K - $56.2K
|
7.45K
$352K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
941+ 4.21% |
$43.9K - $45.1K
|
23.3K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
617New |
$28.8K - $29.6K
|
617
$29.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 6.86% |
$28.7K - $29.4K
|
9.57K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
328+ 59.21% |
$15.3K - $15.7K
|
882
$41.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
115New |
$5.37K - $5.51K
|
115
$5.44K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.69K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
951K+ 915.62% |
$43.9M - $45.7M
|
1.05M
$49.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
293K+ 97.9% |
$13.5M - $14.1M
|
592K
$28M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
175KNew |
$8.07M - $8.41M
|
175K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121K+ 39.12% |
$5.6M - $5.83M
|
432K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 869.56% |
$5.47M - $5.7M
|
132K
$6.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104K+ 207756.0% |
$4.79M - $4.99M
|
104K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
97.7K+ 217.16% |
$4.51M - $4.7M
|
143K
$6.75M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
88.3KNew |
$4.07M - $4.24M
|
88.3K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.9K+ 140.58% |
$4.06M - $4.22M
|
150K
$7.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.7K+ 19.42% |
$3.54M - $3.68M
|
472K
$22.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.9K+ 96.48% |
$3.09M - $3.22M
|
136K
$6.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.1KNew |
$2.96M - $3.08M
|
64.1K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
51.9K+ 52.02% |
$2.39M - $2.49M
|
152K
$7.17M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.1K+ 115.2% |
$2.31M - $2.41M
|
93.6K
$4.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
32.2K+ 63.18% |
$1.48M - $1.55M
|
83.1K
$3.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.4K+ 29.39% |
$1.26M - $1.31M
|
120K
$5.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 9.0% |
$1.15M - $1.2M
|
301K
$14.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$880K - $917K
|
19.1K
$902K
|
|
|
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
$8.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.2K+ 110.2% |
$608K - $634K
|
25.2K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.7K+ 98.33% |
$587K - $611K
|
25.6K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 12.04% |
$550K - $573K
|
111K
$5.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7KNew |
$493K - $513K
|
10.7K
$505K
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.3K+ 3.88% |
$474K - $494K
|
275K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
9.89K+ 11.47% |
$456K - $475K
|
96.1K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.66K+ 43.43% |
$400K - $416K
|
28.6K
$1.35M
|
|