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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.02KNew |
$358K - $381K
|
8.02K
$378K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.99KNew |
$267K - $284K
|
5.99K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.94KNew |
$131K - $140K
|
2.94K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9KNew |
$130K - $138K
|
2.9K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.66KNew |
$119K - $126K
|
2.66K
$125K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.77K+ 14.9% |
$79K - $84K
|
13.7K
$644K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.42KNew |
$63.5K - $67.6K
|
1.42K
$67.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 1.91% |
$48.2K - $51.2K
|
57.4K
$2.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
196New |
$8.75K - $9.31K
|
196
$9.24K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$8.48K - $9.02K
|
190
$8.96K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
150+ 1.9% |
$6.7K - $7.12K
|
8.07K
$380K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84New |
$3.75K - $3.99K
|
84
$3.96K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
48New |
$2.14K - $2.28K
|
48
$2.26K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 1.85% |
$937 - $997
|
1.16K
$54.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.3% |
$625 - $665
|
1.09K
$51.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 0.06% |
$312 - $332
|
12K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
5.06MNew |
$237M - $242M
|
5.06M
$238M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.4KNew |
$534K - $545K
|
11.4K
$538K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.96KNew |
$419K - $428K
|
8.96K
$422K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19K+ 14.31% |
$337K - $344K
|
57.4K
$2.71M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$281K - $287K
|
6.01K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
6KNew |
$281K - $287K
|
6K
$283K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.75K+ 63.46% |
$269K - $275K
|
14.8K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
5.61KNew |
$262K - $268K
|
5.61K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.48KNew |
$256K - $262K
|
5.48K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.8KNew |
$225K - $229K
|
4.8K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46KNew |
$209K - $213K
|
4.46K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.44KNew |
$208K - $212K
|
4.44K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$202K - $206K
|
4.31K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 39.59% |
$91.6K - $93.5K
|
6.9K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.72K+ 58.13% |
$80.7K - $82.4K
|
4.69K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.7K+ 3.6% |
$79.4K - $81.1K
|
48.8K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.67KNew |
$78.2K - $79.8K
|
1.67K
$78.7K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.43% |
$46.8K - $47.8K
|
7.93K
$374K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
999New |
$46.8K - $47.8K
|
999
$47.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
999+ 17.3% |
$46.8K - $47.8K
|
6.77K
$319K
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$275K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
828+ 10.58% |
$38.8K - $39.6K
|
8.65K
$408K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
773+ 5.51% |
$36.2K - $36.9K
|
14.8K
$697K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
700+ 11.69% |
$32.8K - $33.5K
|
6.69K
$315K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
578+ 4.08% |
$27.1K - $27.6K
|
14.8K
$696K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542New |
$25.4K - $25.9K
|
542
$25.6K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
522+ 10.74% |
$24.4K - $25K
|
5.38K
$254K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
463+ 6.51% |
$21.7K - $22.1K
|
7.58K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
423+ 9.05% |
$19.8K - $20.2K
|
5.1K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
378New |
$17.7K - $18.1K
|
378
$17.8K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
350+ 5.69% |
$16.4K - $16.7K
|
6.5K
$306K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
303New |
$14.2K - $14.5K
|
303
$14.3K
|
|