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
|
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
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-260- 2.17% |
$12.2K - $12.4K
|
11.7K
$543K
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.84K- 8.18% |
$133K - $136K
|
31.9K
$1.48M
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.9K- 1.11% |
$229K - $234K
|
438K
$20.3M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.64K- 19.55% |
$264K - $269K
|
23.2K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.75K- 51.21% |
$269K - $275K
|
5.48K
$254K
|
|
|
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
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17.1K- 6.12% |
$803K - $819K
|
263K
$12.2M
|
|
|
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
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-286K- 20.19% |
$13.4M - $13.7M
|
1.13M
$52.4M
|