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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.87K+ 3.95% |
$87.6K - $89.5K
|
49.2K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.72K+ 58.13% |
$80.7K - $82.4K
|
4.69K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.7K+ 3.6% |
$79.4K - $81.1K
|
48.8K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.67KNew |
$78.2K - $79.8K
|
1.67K
$79.1K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 4.99% |
$72.7K - $74.2K
|
32.7K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 22.58% |
$68.3K - $69.7K
|
7.92K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.44K+ 5.14% |
$67.2K - $68.6K
|
29.4K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.33K+ 39.47% |
$62.5K - $63.8K
|
4.71K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 8.2% |
$58.1K - $59.3K
|
16.4K
$775K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 9.18% |
$57K - $58.2K
|
14.5K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.12K+ 29.59% |
$52.3K - $53.4K
|
4.9K
$232K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.04K+ 11.63% |
$48.6K - $49.7K
|
9.98K
$473K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.43% |
$46.8K - $47.8K
|
7.93K
$376K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 78.0% |
$46.8K - $47.8K
|
2.28K
$108K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
999New |
$46.8K - $47.8K
|
999
$47.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
999+ 17.3% |
$46.8K - $47.8K
|
6.77K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
900New |
$42.1K - $43K
|
900
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
872+ 1.62% |
$40.8K - $41.7K
|
54.8K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
853+ 1003.53% |
$39.9K - $40.8K
|
938
$44.4K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
828+ 10.58% |
$38.8K - $39.6K
|
8.65K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
812+ 342.62% |
$38K - $38.8K
|
1.05K
$49.7K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
773+ 5.51% |
$36.2K - $36.9K
|
14.8K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
720+ 13.96% |
$33.7K - $34.4K
|
5.88K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
700+ 11.69% |
$32.8K - $33.5K
|
6.69K
$317K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
578+ 4.08% |
$27.1K - $27.6K
|
14.8K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
550+ 10.91% |
$25.8K - $26.3K
|
5.59K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542New |
$25.4K - $25.9K
|
542
$25.7K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
531+ 2.47% |
$24.9K - $25.4K
|
22K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
529+ 2.77% |
$24.8K - $25.3K
|
19.7K
$931K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
522+ 10.74% |
$24.4K - $25K
|
5.38K
$255K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
496+ 2.31% |
$23.2K - $23.7K
|
22K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
466+ 5.62% |
$21.8K - $22.3K
|
8.76K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
463+ 6.51% |
$21.7K - $22.1K
|
7.58K
$359K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
423+ 9.05% |
$19.8K - $20.2K
|
5.1K
$241K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
416+ 7.55% |
$19.5K - $19.9K
|
5.93K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
378New |
$17.7K - $18.1K
|
378
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
350+ 5.69% |
$16.4K - $16.7K
|
6.5K
$308K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
325+ 0.58% |
$15.2K - $15.5K
|
56K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
303New |
$14.2K - $14.5K
|
303
$14.4K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
292+ 2.4% |
$13.7K - $14K
|
12.4K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267+ 161.82% |
$12.5K - $12.8K
|
432
$20.5K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
259+ 0.64% |
$12.1K - $12.4K
|
40.9K
$1.94M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
246+ 186.36% |
$11.5K - $11.8K
|
378
$17.9K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
245+ 1.45% |
$11.5K - $11.7K
|
17.1K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 5.11% |
$9.69K - $9.89K
|
4.26K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
203+ 1.63% |
$9.5K - $9.7K
|
12.7K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 4.07% |
$9.36K - $9.56K
|
5.11K
$242K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
185+ 2.04% |
$8.66K - $8.84K
|
9.23K
$437K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175+ 700.0% |
$8.19K - $8.37K
|
200
$9.47K
|