Purchases and Sales Made in Q1 2022 in Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE HIGH YIELD DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
127KNew |
$6M - $6.5M
|
127K
$5.98M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11.4KNew |
$538K - $583K
|
11.4K
$537K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.44K+ 14.16% |
$353K - $382K
|
60K
$2.84M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.07K+ 55.14% |
$288K - $312K
|
17.1K
$807K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.66K+ 22.75% |
$221K - $239K
|
25.1K
$1.19M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.9K+ 42.64% |
$89.9K - $97.4K
|
6.35K
$300K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.84KNew |
$87.2K - $94.5K
|
1.84K
$87K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.14K+ 2.65% |
$53.9K - $58.3K
|
44.1K
$2.08M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.09KNew |
$51.8K - $56.1K
|
1.09K
$51.6K
|
|
|
May 10, 2022
Q1 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.06K+ 12.87% |
$50K - $54.2K
|
9.25K
$437K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
618+ 11.42% |
$29.3K - $31.7K
|
6.03K
$285K
|
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
318+ 5.42% |
$15.1K - $16.3K
|
6.19K
$293K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
317+ 2.53% |
$15K - $16.3K
|
12.9K
$608K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
209New |
$9.91K - $10.7K
|
209
$9.88K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165+ 1.63% |
$7.82K - $8.47K
|
10.3K
$487K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 0.85% |
$427 - $462
|
1.07K
$50.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 50.0% |
$47.4 - $51.4
|
1
$47.3
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-222- 4.16% |
$10.5K - $11.4K
|
5.11K
$242K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-306Closed |
$14.5K - $15.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-311- 0.45% |
$14.7K - $16K
|
69K
$3.26M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-396- 0.59% |
$18.8K - $20.3K
|
66.8K
$3.16M
|
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-476- 2.55% |
$22.6K - $24.4K
|
18.2K
$859K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.52K- 14.47% |
$72.3K - $78.3K
|
9.01K
$426K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-2.5KClosed |
$119K - $128K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.68K- 22.18% |
$127K - $138K
|
9.41K
$445K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.91KClosed |
$185K - $201K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.35KClosed |
$206K - $224K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.56K- 27.48% |
$216K - $234K
|
12K
$569K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.76KClosed |
$226K - $244K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.82K- 5.39% |
$228K - $247K
|
84.5K
$3.99M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-5.19K- 2.82% |
$246K - $267K
|
179K
$8.47M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.29K- 2.86% |
$298K - $323K
|
213K
$10.1M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13.4K- 52.79% |
$635K - $688K
|
12K
$566K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 24.44% |
$981K - $1.06M
|
64K
$3.02M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.3K- 54.34% |
$1.67M - $1.81M
|
29.6K
$1.4M
|