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 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 20.71% |
$72.2K - $73.8K
|
9K
$417K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.33K+ 39.47% |
$62.5K - $63.8K
|
4.71K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 8.2% |
$58.1K - $59.3K
|
16.4K
$759K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 9.18% |
$57K - $58.2K
|
14.5K
$672K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 113300.0% |
$53K - $54.2K
|
1.13K
$52.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.12K+ 29.59% |
$52.3K - $53.4K
|
4.9K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.04K+ 11.63% |
$48.6K - $49.7K
|
9.98K
$463K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 78.0% |
$46.8K - $47.8K
|
2.28K
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
999+ 17.3% |
$46.8K - $47.8K
|
6.77K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
720+ 13.96% |
$33.7K - $34.4K
|
5.88K
$273K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
700+ 11.69% |
$32.8K - $33.5K
|
6.69K
$310K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
595+ 1.34% |
$27.9K - $28.4K
|
44.8K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
529+ 2.77% |
$24.8K - $25.3K
|
19.7K
$912K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
496+ 2.31% |
$23.2K - $23.7K
|
22K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
463+ 6.51% |
$21.7K - $22.1K
|
7.58K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
325+ 0.58% |
$15.2K - $15.5K
|
56K
$2.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
303New |
$14.2K - $14.5K
|
303
$14.1K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
292+ 2.4% |
$13.7K - $14K
|
12.4K
$577K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
248+ 3.57% |
$11.6K - $11.9K
|
7.2K
$334K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
120+ 19.45% |
$5.62K - $5.74K
|
737
$34.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110+ 2.89% |
$5.15K - $5.26K
|
3.92K
$182K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 0.48% |
$2.48K - $2.53K
|
11.1K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
49+ 0.99% |
$2.29K - $2.34K
|
5.01K
$232K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 16.05% |
$1.22K - $1.24K
|
188
$8.72K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.01% |
$93.6 - $95.6
|
35.1K
$1.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.73% |
$375 - $382
|
1.09K
$50.7K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-27- 0.27% |
$1.26K - $1.29K
|
10.1K
$467K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 33.05% |
$1.83K - $1.86K
|
79
$3.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-102- 0.69% |
$4.78K - $4.88K
|
14.6K
$676K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-106- 92.17% |
$4.96K - $5.07K
|
9
$417
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-160- 2.0% |
$7.49K - $7.65K
|
7.86K
$364K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-204- 50.5% |
$9.55K - $9.75K
|
200
$9.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-222- 1.82% |
$10.4K - $10.6K
|
11.9K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-341- 5.15% |
$16K - $16.3K
|
6.29K
$292K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-816- 43.43% |
$38.2K - $39K
|
1.06K
$49.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-816- 6.38% |
$38.2K - $39K
|
12K
$555K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 11.22% |
$51.2K - $52.2K
|
8.65K
$401K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.14K- 10.31% |
$53.2K - $54.3K
|
9.89K
$459K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 22.92% |
$84.3K - $86K
|
6.05K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.11K- 3.31% |
$146K - $149K
|
91K
$4.22M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-3.5K- 1.74% |
$164K - $167K
|
198K
$9.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-10.7K- 98.3% |
$499K - $510K
|
184
$8.53K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.7K- 17.16% |
$546K - $558K
|
56.4K
$2.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.5K- 69.42% |
$630K - $643K
|
5.93K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-23.3K- 19.23% |
$1.09M - $1.12M
|
98K
$4.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-27K- 6.44% |
$1.26M - $1.29M
|
393K
$18.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.2K- 32.66% |
$1.84M - $1.87M
|
80.8K
$3.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-51K- 34.93% |
$2.39M - $2.44M
|
95.1K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.4K- 19.89% |
$3.06M - $3.13M
|
264K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-84.8K- 55.43% |
$3.97M - $4.05M
|
68.2K
$3.16M
|