Purchases and Sales Made in Q1 2025 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 2025. 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 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
457KNew |
$21.4M - $21.8M
|
457K
$21.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
176K+ 53.89% |
$8.24M - $8.41M
|
503K
$23.3M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
115K+ 99.08% |
$5.38M - $5.49M
|
231K
$10.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
65.6K+ 37.44% |
$3.07M - $3.14M
|
241K
$11.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61K+ 704.77% |
$2.86M - $2.92M
|
69.6K
$3.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.2KNew |
$2.35M - $2.4M
|
50.2K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 20.94% |
$2.33M - $2.38M
|
288K
$13.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
46.9K+ 651.12% |
$2.2M - $2.24M
|
54.1K
$2.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
44.6K+ 366.37% |
$2.09M - $2.13M
|
56.8K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 1.23% |
$1.55M - $1.58M
|
2.71M
$126M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.1K+ 87.53% |
$941K - $961K
|
43.1K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
18.3K+ 424.62% |
$858K - $876K
|
22.6K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$780K - $796K
|
16.6K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 17.48% |
$736K - $752K
|
106K
$4.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6KNew |
$729K - $744K
|
15.6K
$722K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$667K - $681K
|
14.2K
$660K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 9.71% |
$618K - $631K
|
149K
$6.92M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
11.9KNew |
$556K - $568K
|
11.9K
$551K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 77.36% |
$538K - $549K
|
26.3K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.8K+ 41.92% |
$507K - $518K
|
36.7K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$479K - $489K
|
10.2K
$474K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 3.27% |
$472K - $482K
|
318K
$14.8M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
9.57KNew |
$448K - $457K
|
9.57K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
9.01K+ 51.74% |
$422K - $431K
|
26.4K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8.96KNew |
$419K - $428K
|
8.96K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
8.77K+ 15.24% |
$410K - $419K
|
66.3K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
8.6KNew |
$402K - $411K
|
8.6K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.19K+ 14.31% |
$337K - $344K
|
57.4K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.01KNew |
$328K - $335K
|
7.01K
$325K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.27K+ 38.84% |
$293K - $299K
|
22.4K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$281K - $287K
|
6.01K
$279K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.97K+ 16.08% |
$280K - $285K
|
43.1K
$2M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.75K+ 63.46% |
$269K - $275K
|
14.8K
$687K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.43K+ 107.02% |
$254K - $260K
|
10.5K
$487K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
4.62KNew |
$216K - $221K
|
4.62K
$214K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.53K+ 4.64% |
$212K - $217K
|
102K
$4.74M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.46KNew |
$209K - $213K
|
4.46K
$207K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.31KNew |
$202K - $206K
|
4.31K
$200K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
3.84K+ 16.46% |
$180K - $183K
|
27.1K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.55K+ 88.05% |
$166K - $170K
|
7.59K
$352K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.36K+ 14.76% |
$158K - $161K
|
26.2K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.11K+ 3.42% |
$146K - $149K
|
94.1K
$4.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.63K+ 2.46% |
$123K - $126K
|
109K
$5.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.48K+ 10.02% |
$116K - $118K
|
27.2K
$1.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.2K+ 2.75% |
$103K - $105K
|
82.4K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 3.9% |
$97.4K - $99.5K
|
55.4K
$2.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
1.96K+ 39.59% |
$91.6K - $93.5K
|
6.9K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.79K+ 8.08% |
$83.8K - $85.6K
|
23.9K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.7K+ 3.6% |
$79.4K - $81.1K
|
48.8K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 4.99% |
$72.7K - $74.2K
|
32.7K
$1.52M
|