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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 17.48% |
$736K - $752K
|
106K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6KNew |
$729K - $744K
|
15.6K
$738K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.4K+ 682.57% |
$673K - $687K
|
16.5K
$781K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5KNew |
$633K - $646K
|
13.5K
$640K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
13.1K+ 7.85% |
$611K - $624K
|
179K
$8.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 15.01% |
$611K - $624K
|
99.9K
$4.73M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 88.57% |
$606K - $619K
|
27.6K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 11.99% |
$590K - $602K
|
118K
$5.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 77.36% |
$538K - $549K
|
26.3K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.4KNew |
$534K - $545K
|
11.4K
$540K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 3.27% |
$472K - $482K
|
318K
$15.1M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
9.57KNew |
$448K - $457K
|
9.57K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.18K+ 52.74% |
$430K - $439K
|
26.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
9.07KNew |
$424K - $433K
|
9.07K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.96KNew |
$419K - $428K
|
8.96K
$424K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.77K+ 15.24% |
$410K - $419K
|
66.3K
$3.14M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.2K+ 122.22% |
$384K - $392K
|
14.9K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
7.81KNew |
$365K - $373K
|
7.81K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.52K+ 43.37% |
$352K - $359K
|
24.9K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19K+ 14.31% |
$337K - $344K
|
57.4K
$2.72M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.73K+ 49.44% |
$315K - $322K
|
20.3K
$963K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$281K - $287K
|
6.01K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6KNew |
$281K - $287K
|
6K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.75K+ 63.46% |
$269K - $275K
|
14.8K
$702K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5.7K+ 90.4% |
$267K - $272K
|
12K
$568K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$262K - $268K
|
5.61K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.53K+ 10.88% |
$259K - $264K
|
56.4K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.48KNew |
$256K - $262K
|
5.48K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.2K+ 9.14% |
$244K - $249K
|
62.1K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.08K+ 27.86% |
$238K - $243K
|
23.3K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.8KNew |
$225K - $229K
|
4.8K
$227K
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
4.71K+ 63.61% |
$221K - $225K
|
12.1K
$574K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.62KNew |
$216K - $221K
|
4.62K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46KNew |
$209K - $213K
|
4.46K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.44KNew |
$208K - $212K
|
4.44K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.44KNew |
$208K - $212K
|
4.44K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.39K+ 45.92% |
$206K - $210K
|
14K
$661K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$202K - $206K
|
4.31K
$204K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.86K+ 10.43% |
$180K - $184K
|
40.8K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
3.84K+ 16.46% |
$180K - $183K
|
27.1K
$1.29M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
3.26KNew |
$153K - $156K
|
3.26K
$155K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.11K+ 3.42% |
$146K - $149K
|
94.1K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
3.05K+ 43.13% |
$143K - $146K
|
10.1K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.91K+ 12.83% |
$136K - $139K
|
25.6K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.63K+ 2.46% |
$123K - $126K
|
109K
$5.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.48K+ 10.02% |
$116K - $118K
|
27.2K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 3.9% |
$97.4K - $99.5K
|
55.4K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 39.59% |
$91.6K - $93.5K
|
6.9K
$327K
|