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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Renaissancere Holdings LTD
Pembroke, D0 |
BUY
|
- |
5.06MNew |
$237M - $242M
|
5.06M
$239M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.48M+ 502.46% |
$116M - $119M
|
2.98M
$141M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
457KNew |
$21.4M - $21.8M
|
457K
$21.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
176K+ 53.89% |
$8.24M - $8.41M
|
503K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 75.78% |
$5.55M - $5.66M
|
275K
$13M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
118K+ 175.71% |
$5.52M - $5.64M
|
185K
$8.75M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
115K+ 99.08% |
$5.38M - $5.49M
|
231K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
84.2K+ 19.1% |
$3.94M - $4.03M
|
525K
$24.8M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
83.7K+ 58.38% |
$3.92M - $4M
|
227K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
80.9K+ 11.96% |
$3.79M - $3.87M
|
757K
$35.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
65.6K+ 37.44% |
$3.07M - $3.14M
|
241K
$11.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
61K+ 704.77% |
$2.86M - $2.92M
|
69.6K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
55.7K+ 4.69% |
$2.61M - $2.66M
|
1.24M
$58.8M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.3K+ 12.02% |
$2.49M - $2.55M
|
496K
$23.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
50.2KNew |
$2.35M - $2.4M
|
50.2K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
49.9K+ 20.94% |
$2.33M - $2.38M
|
288K
$13.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
46.9K+ 651.12% |
$2.2M - $2.24M
|
54.1K
$2.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
44.6K+ 366.37% |
$2.09M - $2.13M
|
56.8K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
41.9K+ 23.23% |
$1.96M - $2M
|
222K
$10.5M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 40.55% |
$1.95M - $1.99M
|
144K
$6.81M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
41.4K+ 16.58% |
$1.94M - $1.98M
|
291K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
36.9K+ 193.33% |
$1.73M - $1.76M
|
55.9K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.3KNew |
$1.61M - $1.64M
|
34.3K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.1K+ 1.23% |
$1.55M - $1.58M
|
2.71M
$128M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32.4K+ 118.71% |
$1.52M - $1.55M
|
59.6K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
23.9K+ 14.23% |
$1.12M - $1.14M
|
192K
$9.07M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
23.8K+ 17.85% |
$1.11M - $1.14M
|
157K
$7.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.7K+ 24.24% |
$968K - $988K
|
106K
$5.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
20.1K+ 87.53% |
$941K - $961K
|
43.1K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
18.3K+ 424.62% |
$858K - $876K
|
22.6K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$780K - $796K
|
16.6K
$787K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
16K+ 2.72% |
$750K - $766K
|
606K
$28.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
15.7K+ 17.48% |
$736K - $752K
|
106K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
15.6KNew |
$729K - $744K
|
15.6K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
14.4K+ 682.57% |
$673K - $687K
|
16.5K
$779K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
14.2KNew |
$667K - $681K
|
14.2K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
13.5KNew |
$633K - $646K
|
13.5K
$639K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
13.2K+ 9.71% |
$618K - $631K
|
149K
$7.05M
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
13.1K+ 7.85% |
$611K - $624K
|
179K
$8.48M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13K+ 15.01% |
$611K - $624K
|
99.9K
$4.72M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
12.9K+ 88.57% |
$606K - $619K
|
27.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 11.99% |
$590K - $602K
|
118K
$5.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
11.9KNew |
$556K - $568K
|
11.9K
$561K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.5K+ 77.36% |
$538K - $549K
|
26.3K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11.4KNew |
$534K - $545K
|
11.4K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.8K+ 41.92% |
$507K - $518K
|
36.7K
$1.73M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.2KNew |
$479K - $489K
|
10.2K
$483K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
10.1K+ 3.27% |
$472K - $482K
|
318K
$15M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
9.57KNew |
$448K - $457K
|
9.57K
$452K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.18K+ 52.74% |
$430K - $439K
|
26.6K
$1.26M
|