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 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.55KNew |
$254K - $260K
|
5.55K
$261K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.45K+ 2.86% |
$250K - $255K
|
196K
$9.2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.42KNew |
$248K - $254K
|
5.42K
$255K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
5.15KNew |
$236K - $241K
|
5.15K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.13KNew |
$235K - $240K
|
5.13K
$241K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.69KNew |
$215K - $219K
|
4.69K
$220K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.57KNew |
$209K - $214K
|
4.57K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.56K+ 82.65% |
$209K - $213K
|
10.1K
$473K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.41KNew |
$202K - $206K
|
4.41K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.44K+ 11.15% |
$157K - $161K
|
34.3K
$1.61M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.27K+ 25.15% |
$150K - $153K
|
16.3K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.26K+ 9594.12% |
$149K - $153K
|
3.3K
$155K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.72K+ 11.93% |
$125K - $127K
|
25.5K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.55K+ 21.77% |
$117K - $119K
|
14.3K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
2.3K+ 417.39% |
$106K - $108K
|
2.86K
$134K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.1K+ 11.13% |
$96K - $98.1K
|
20.9K
$982K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.09KNew |
$95.8K - $97.8K
|
2.09K
$98.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
1.92K+ 9.49% |
$88K - $89.8K
|
22.1K
$1.04M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.76KNew |
$80.8K - $82.5K
|
1.76K
$82.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.53K+ 26.49% |
$70K - $71.5K
|
7.3K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.33K+ 303.88% |
$61K - $62.3K
|
1.77K
$83.1K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.21K+ 10.32% |
$55.3K - $56.5K
|
12.9K
$606K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
945New |
$43.3K - $44.2K
|
945
$44.4K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
868+ 37.17% |
$39.8K - $40.6K
|
3.2K
$150K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
866+ 13.66% |
$39.7K - $40.5K
|
7.21K
$338K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
849+ 11.75% |
$38.9K - $39.7K
|
8.08K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
792+ 76.67% |
$36.3K - $37.1K
|
1.83K
$85.7K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
688+ 6.77% |
$31.5K - $32.2K
|
10.8K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
619+ 1.47% |
$28.4K - $29K
|
42.6K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
598+ 6.38% |
$27.4K - $28K
|
9.98K
$468K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
487+ 3.02% |
$22.3K - $22.8K
|
16.6K
$779K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
469+ 9.76% |
$21.5K - $21.9K
|
5.27K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
369New |
$16.9K - $17.3K
|
369
$17.3K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
262New |
$12K - $12.3K
|
262
$12.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
183+ 42.96% |
$8.38K - $8.56K
|
609
$28.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
178New |
$8.15K - $8.33K
|
178
$8.36K
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
175+ 2.51% |
$8.02K - $8.19K
|
7.14K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
135+ 1.74% |
$6.18K - $6.32K
|
7.88K
$370K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
113New |
$5.18K - $5.29K
|
113
$5.31K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 5.2% |
$3.16K - $3.23K
|
1.4K
$65.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
54+ 4.3% |
$2.47K - $2.53K
|
1.31K
$61.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
48New |
$2.2K - $2.25K
|
48
$2.25K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
46New |
$2.11K - $2.15K
|
46
$2.16K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
40New |
$1.83K - $1.87K
|
40
$1.88K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
25+ 0.24% |
$1.15K - $1.17K
|
10.5K
$491K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
22New |
$1.01K - $1.03K
|
22
$1.03K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 14.08% |
$916 - $936
|
162
$7.61K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
17New |
$779 - $795
|
17
$798
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 0.83% |
$1.24K - $1.26K
|
3.21K
$151K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-51- 10.43% |
$2.34K - $2.39K
|
438
$20.6K
|