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 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
1.7K+ 3.6% |
$79.4K - $81.1K
|
48.8K
$2.31M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.67KNew |
$78.2K - $79.8K
|
1.67K
$78.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.55K+ 4.99% |
$72.7K - $74.2K
|
32.7K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.54K+ 20.71% |
$72.2K - $73.8K
|
9K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.46K+ 22.58% |
$68.3K - $69.7K
|
7.92K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.44K+ 5.14% |
$67.2K - $68.6K
|
29.4K
$1.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1.33K+ 39.47% |
$62.5K - $63.8K
|
4.71K
$223K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 8.2% |
$58.1K - $59.3K
|
16.4K
$774K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.22K+ 9.18% |
$57K - $58.2K
|
14.5K
$684K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.13K+ 113300.0% |
$53K - $54.2K
|
1.13K
$53.6K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.12K+ 29.59% |
$52.3K - $53.4K
|
4.9K
$231K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.04K+ 11.63% |
$48.6K - $49.7K
|
9.98K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1K+ 14.43% |
$46.8K - $47.8K
|
7.93K
$375K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1K+ 78.0% |
$46.8K - $47.8K
|
2.28K
$108K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
999New |
$46.8K - $47.8K
|
999
$47.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
999+ 17.3% |
$46.8K - $47.8K
|
6.77K
$320K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
900New |
$42.1K - $43K
|
900
$42.5K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
872+ 1.62% |
$40.8K - $41.7K
|
54.8K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
853+ 1003.53% |
$39.9K - $40.8K
|
938
$44.3K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
828+ 10.58% |
$38.8K - $39.6K
|
8.65K
$409K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
812+ 342.62% |
$38K - $38.8K
|
1.05K
$49.6K
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
773+ 5.51% |
$36.2K - $36.9K
|
14.8K
$699K
|
|
|
Apr 30, 2025
Q1 2025
|
Opus Capital Group, LLC
|
BUY
|
- |
720+ 13.96% |
$33.7K - $34.4K
|
5.88K
$278K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
700+ 11.69% |
$32.8K - $33.5K
|
6.69K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
635+ 2.25% |
$29.7K - $30.4K
|
28.8K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
606+ 10.99% |
$28.4K - $29K
|
6.12K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
595+ 1.34% |
$27.9K - $28.4K
|
44.8K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
578+ 4.08% |
$27.1K - $27.6K
|
14.8K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
550+ 10.91% |
$25.8K - $26.3K
|
5.59K
$264K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
542New |
$25.4K - $25.9K
|
542
$25.6K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
531+ 2.47% |
$24.9K - $25.4K
|
22K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
529+ 2.77% |
$24.8K - $25.3K
|
19.7K
$929K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
522+ 10.74% |
$24.4K - $25K
|
5.38K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
496+ 2.31% |
$23.2K - $23.7K
|
22K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
466+ 5.62% |
$21.8K - $22.3K
|
8.76K
$414K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
463+ 6.51% |
$21.7K - $22.1K
|
7.58K
$358K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
423+ 9.05% |
$19.8K - $20.2K
|
5.1K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
421+ 5.56% |
$19.7K - $20.1K
|
7.99K
$378K
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
416+ 7.55% |
$19.5K - $19.9K
|
5.93K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
378New |
$17.7K - $18.1K
|
378
$17.9K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
350+ 5.69% |
$16.4K - $16.7K
|
6.5K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
325+ 0.58% |
$15.2K - $15.5K
|
56K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
303New |
$14.2K - $14.5K
|
303
$14.3K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
292+ 2.4% |
$13.7K - $14K
|
12.4K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267+ 161.82% |
$12.5K - $12.8K
|
432
$20.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
259+ 0.64% |
$12.1K - $12.4K
|
40.9K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
248+ 3.57% |
$11.6K - $11.9K
|
7.2K
$340K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
246+ 186.36% |
$11.5K - $11.8K
|
378
$17.9K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
245+ 1.45% |
$11.5K - $11.7K
|
17.1K
$809K
|