Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
608KNew |
$27.9M - $28.5M
|
608K
$28.6M
|
|
|
May 02, 2024
Q1 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
500KNew |
$22.9M - $23.4M
|
500K
$23.5M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
298KNew |
$13.7M - $14M
|
298K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
252K+ 293.21% |
$11.6M - $11.8M
|
338K
$15.9M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
197KNew |
$9.02M - $9.21M
|
197K
$9.24M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
196K+ 131.98% |
$9M - $9.19M
|
345K
$16.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
190K+ 878.0% |
$8.72M - $8.9M
|
212K
$9.95M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
163K+ 239.84% |
$7.45M - $7.61M
|
231K
$10.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
126K+ 167.87% |
$5.78M - $5.9M
|
201K
$9.45M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
69.3KNew |
$3.17M - $3.24M
|
69.3K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
66.7K+ 465.61% |
$3.06M - $3.12M
|
81K
$3.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
64.9K+ 46.59% |
$2.97M - $3.04M
|
204K
$9.59M
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
64KNew |
$2.93M - $2.99M
|
64K
$3M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
61.1KNew |
$2.8M - $2.86M
|
61.1K
$2.87M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
55.3K+ 211.19% |
$2.53M - $2.59M
|
81.5K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
50.5KNew |
$2.32M - $2.36M
|
50.5K
$2.37M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
42.3KNew |
$1.94M - $1.98M
|
42.3K
$1.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
42.3KNew |
$1.94M - $1.98M
|
42.3K
$1.98M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
42.2KNew |
$1.93M - $1.97M
|
42.2K
$1.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
41.4KNew |
$1.9M - $1.94M
|
41.4K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
38K+ 293.21% |
$1.74M - $1.78M
|
50.9K
$2.39M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
36K+ 198.98% |
$1.65M - $1.69M
|
54.1K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.8K+ 81.78% |
$1.55M - $1.58M
|
75.1K
$3.53M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.2K+ 362.4% |
$1.38M - $1.41M
|
38.5K
$1.81M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28.7K+ 12.57% |
$1.32M - $1.34M
|
257K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.6K+ 17.23% |
$1.31M - $1.34M
|
194K
$9.13M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.9K+ 83.52% |
$1.19M - $1.21M
|
57K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
24.4K+ 172.08% |
$1.12M - $1.14M
|
38.6K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 255.18% |
$1.1M - $1.13M
|
33.5K
$1.57M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 13.43% |
$1.06M - $1.09M
|
196K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.2K+ 13.43% |
$1.06M - $1.09M
|
196K
$9.2M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
20.6KNew |
$945K - $965K
|
20.6K
$968K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20.5K+ 120.02% |
$940K - $961K
|
37.6K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.2K+ 57.37% |
$744K - $760K
|
44.6K
$2.09M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
16.1K+ 13.49% |
$739K - $754K
|
136K
$6.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
10.7K+ 4.26% |
$491K - $501K
|
262K
$12.3M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.3K+ 1735.53% |
$470K - $480K
|
10.8K
$509K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.2KNew |
$469K - $479K
|
10.2K
$480K
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
10.1KNew |
$461K - $471K
|
10.1K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.91K+ 19.11% |
$454K - $464K
|
61.8K
$2.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.61KNew |
$440K - $450K
|
9.61K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
9.57KNew |
$438K - $448K
|
9.57K
$449K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
8.71KNew |
$399K - $407K
|
8.71K
$409K
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
8.61KNew |
$394K - $403K
|
8.61K
$404K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.48KNew |
$388K - $397K
|
8.48K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.02K+ 14855.56% |
$367K - $375K
|
8.08K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.87KNew |
$361K - $368K
|
7.87K
$369K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.76K+ 4.71% |
$355K - $363K
|
173K
$8.1M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
7.1KNew |
$325K - $332K
|
7.1K
$333K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.73K+ 32.95% |
$262K - $268K
|
23.1K
$1.08M
|