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, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
19.6K+ 14.49% |
$895K - $918K
|
155K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
19.2K+ 7.48% |
$877K - $899K
|
277K
$13M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$732K - $751K
|
16.1K
$756K
|
|
|
Jul 15, 2024
Q2 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
12.1KNew |
$550K - $564K
|
12.1K
$568K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12K+ 14.86% |
$549K - $562K
|
93.1K
$4.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
8.75K+ 20.73% |
$398K - $409K
|
50.9K
$2.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.3K+ 23.57% |
$378K - $388K
|
43.5K
$2.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
8.2KNew |
$374K - $383K
|
8.2K
$386K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.78K+ 47.77% |
$354K - $363K
|
24.1K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.46K+ 12.78% |
$294K - $302K
|
57K
$2.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
4.32KNew |
$197K - $202K
|
4.32K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.92K+ 49.76% |
$178K - $183K
|
11.8K
$555K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.6KNew |
$164K - $168K
|
3.6K
$169K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.27KNew |
$149K - $153K
|
3.27K
$154K
|
|
|
Jul 25, 2024
Q2 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3.03K+ 1.16% |
$138K - $142K
|
265K
$12.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
BUY
|
- |
2.55K+ 1.3% |
$116K - $119K
|
199K
$9.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.35K+ 24.46% |
$107K - $110K
|
12K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.19K+ 5.14% |
$99.8K - $102K
|
44.8K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.79KNew |
$81.6K - $83.6K
|
1.79K
$84.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$53.7K - $55K
|
1.18K
$55.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.08K+ 37.96% |
$49.4K - $50.6K
|
3.94K
$185K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08KNew |
$49.1K - $50.3K
|
1.08K
$50.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.07K+ 17.39% |
$48.8K - $50.1K
|
7.24K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.04K+ 19.7% |
$47.3K - $48.5K
|
6.31K
$297K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
544New |
$24.8K - $25.4K
|
544
$25.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
508+ 1.48% |
$23.1K - $23.7K
|
34.8K
$1.64M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
466+ 236.55% |
$21.2K - $21.8K
|
663
$31.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
398+ 346.09% |
$18.1K - $18.6K
|
513
$24.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328New |
$14.9K - $15.3K
|
328
$15.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
310+ 2.96% |
$14.1K - $14.5K
|
10.8K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
293+ 6.77% |
$13.3K - $13.7K
|
4.62K
$217K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
199+ 4.24% |
$9.07K - $9.3K
|
4.89K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
148+ 1.55% |
$6.74K - $6.91K
|
9.72K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
140+ 1.94% |
$6.38K - $6.54K
|
7.35K
$346K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 5.83% |
$5.56K - $5.7K
|
2.21K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
112+ 35.44% |
$5.1K - $5.23K
|
428
$20.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
108+ 29.27% |
$4.92K - $5.04K
|
477
$22.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 1.82% |
$3.78K - $3.88K
|
4.65K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
81+ 0.84% |
$3.69K - $3.78K
|
9.77K
$460K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71New |
$3.23K - $3.32K
|
71
$3.34K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 1.96% |
$2.87K - $2.94K
|
3.27K
$154K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 97.92% |
$2.14K - $2.2K
|
95
$4.47K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37+ 0.43% |
$1.69K - $1.73K
|
8.64K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 9.54% |
$1.14K - $1.17K
|
287
$13.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 1.84% |
$820 - $841
|
995
$46.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.93% |
$775 - $794
|
1.84K
$86.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.87% |
$501 - $514
|
599
$28.2K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.3K+ 211.19% |
$2.53M - $2.59M
|
81.5K
$3.84M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
41.4KNew |
$1.9M - $1.94M
|
41.4K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 57.37% |
$744K - $760K
|
44.6K
$2.1M
|
|