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 |
|---|---|---|---|---|---|---|---|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.59K- 28.04% |
$121K - $124K
|
6.66K
$315K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.84K- 8.18% |
$133K - $136K
|
31.9K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-3.11K- 3.31% |
$146K - $149K
|
91K
$4.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Tl Private Wealth
|
SELL
|
- |
-3.5K- 1.74% |
$164K - $167K
|
198K
$9.35M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.73K- 14.54% |
$175K - $178K
|
21.9K
$1.04M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.9K- 1.11% |
$229K - $234K
|
438K
$20.7M
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-5.64K- 19.55% |
$264K - $269K
|
23.2K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.75K- 51.21% |
$269K - $275K
|
5.48K
$259K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-10.7K- 98.3% |
$499K - $510K
|
184
$8.7K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-11.7K- 17.16% |
$546K - $558K
|
56.4K
$2.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.5K- 69.42% |
$630K - $643K
|
5.93K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-17.1K- 6.12% |
$803K - $819K
|
263K
$12.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-23.3K- 19.23% |
$1.09M - $1.12M
|
98K
$4.63M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-27K- 18.23% |
$1.26M - $1.29M
|
121K
$5.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-27K- 6.44% |
$1.26M - $1.29M
|
393K
$18.6M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33KClosed |
$1.54M - $1.58M
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-39.2K- 32.66% |
$1.84M - $1.87M
|
80.8K
$3.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-51K- 34.93% |
$2.39M - $2.44M
|
95.1K
$4.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-65.4K- 19.89% |
$3.06M - $3.13M
|
264K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76.9K- 14.82% |
$3.6M - $3.68M
|
442K
$20.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
SELL
|
- |
-84.8K- 55.43% |
$3.97M - $4.05M
|
68.2K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-127K- 53.83% |
$5.97M - $6.09M
|
109K
$5.16M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160K- 24.59% |
$7.47M - $7.63M
|
489K
$23.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-286K- 20.19% |
$13.4M - $13.7M
|
1.13M
$53.3M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-395K- 86.14% |
$18.5M - $18.9M
|
63.5K
$3M
|
|
|
May 13, 2025
Q1 2025
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-650K- 53.58% |
$30.4M - $31.1M
|
563K
$26.6M
|