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 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
207+ 5.11% |
$9.69K - $9.89K
|
4.26K
$201K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
203+ 1.63% |
$9.5K - $9.7K
|
12.7K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
200+ 4.07% |
$9.36K - $9.56K
|
5.11K
$241K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
185+ 2.04% |
$8.66K - $8.84K
|
9.23K
$436K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
175+ 700.0% |
$8.19K - $8.37K
|
200
$9.45K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
159New |
$7.44K - $7.6K
|
159
$7.51K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
136New |
$6.37K - $6.5K
|
136
$6.43K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
125+ 1.51% |
$5.85K - $5.98K
|
8.42K
$398K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
120+ 19.45% |
$5.62K - $5.74K
|
737
$34.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110+ 2.89% |
$5.15K - $5.26K
|
3.92K
$185K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
96+ 1.64% |
$4.49K - $4.59K
|
5.96K
$282K
|
|
|
May 13, 2025
Q1 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
87+ 1.11% |
$4.07K - $4.16K
|
7.92K
$374K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
53+ 0.48% |
$2.48K - $2.53K
|
11.1K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
49+ 0.99% |
$2.29K - $2.34K
|
5.01K
$237K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
48+ 0.2% |
$2.25K - $2.29K
|
23.5K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
32New |
$1.5K - $1.53K
|
32
$1.51K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 16.05% |
$1.22K - $1.24K
|
188
$8.88K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11+ 0.04% |
$515 - $526
|
28.8K
$1.36M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2+ 0.87% |
$93.6 - $95.6
|
233
$11K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.01% |
$93.6 - $95.6
|
35.1K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 9.09% |
$140 - $143
|
30
$1.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.73% |
$375 - $382
|
1.09K
$51.7K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10- 50.0% |
$468 - $478
|
10
$473
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-18- 0.22% |
$843 - $860
|
8.06K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-23- 18.55% |
$1.08K - $1.1K
|
101
$4.77K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-27- 0.27% |
$1.26K - $1.29K
|
10.1K
$476K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 33.05% |
$1.83K - $1.86K
|
79
$3.73K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 51.28% |
$1.87K - $1.91K
|
38
$1.8K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-60- 0.15% |
$2.81K - $2.87K
|
39.4K
$1.86M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-102- 0.69% |
$4.78K - $4.88K
|
14.6K
$689K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-106- 92.17% |
$4.96K - $5.07K
|
9
$425
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
SELL
|
- |
-160- 2.0% |
$7.49K - $7.65K
|
7.86K
$371K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-204- 50.5% |
$9.55K - $9.75K
|
200
$9.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-222- 1.82% |
$10.4K - $10.6K
|
11.9K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-255- 7.13% |
$11.9K - $12.2K
|
3.32K
$157K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-260- 2.17% |
$12.2K - $12.4K
|
11.7K
$553K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-341- 5.15% |
$16K - $16.3K
|
6.29K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-350- 23.78% |
$16.4K - $16.7K
|
1.12K
$53K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-419- 0.58% |
$19.6K - $20K
|
71.6K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-623- 36.6% |
$29.2K - $29.8K
|
1.08K
$51K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-635- 99.69% |
$29.7K - $30.4K
|
2
$94.5
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-677- 3.5% |
$31.7K - $32.4K
|
18.7K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-814- 12.43% |
$38.1K - $38.9K
|
5.74K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-816- 6.38% |
$38.2K - $39K
|
12K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-816- 43.43% |
$38.2K - $39K
|
1.06K
$50.2K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-898- 8.39% |
$42K - $42.9K
|
9.8K
$463K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.09K- 11.22% |
$51.2K - $52.2K
|
8.65K
$409K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.14K- 10.31% |
$53.2K - $54.3K
|
9.89K
$467K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.8K- 22.92% |
$84.3K - $86K
|
6.05K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-2.37K- 30.29% |
$111K - $113K
|
5.45K
$257K
|