Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.48K+ 14.93% |
$113K - $116K
|
19.1K
$899K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.35K+ 24.46% |
$107K - $110K
|
12K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.19K+ 5.14% |
$99.8K - $102K
|
44.8K
$2.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
1.79KNew |
$81.6K - $83.6K
|
1.79K
$84.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.3K+ 3.36% |
$59K - $60.5K
|
39.8K
$1.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.18KNew |
$53.7K - $55K
|
1.18K
$55.5K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.14K+ 120.32% |
$51.8K - $53.1K
|
2.08K
$98.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.08K+ 37.96% |
$49.4K - $50.6K
|
3.94K
$186K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08KNew |
$49.1K - $50.3K
|
1.08K
$50.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.07K+ 17.39% |
$48.8K - $50.1K
|
7.24K
$341K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.04K+ 19.7% |
$47.3K - $48.5K
|
6.31K
$298K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
921+ 0.31% |
$42K - $43K
|
299K
$14.1M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
636+ 0.92% |
$29K - $29.7K
|
69.9K
$3.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
621+ 101.97% |
$28.3K - $29K
|
1.23K
$58K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
544New |
$24.8K - $25.4K
|
544
$25.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
508+ 1.48% |
$23.1K - $23.7K
|
34.8K
$1.64M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
478+ 5.49% |
$21.8K - $22.3K
|
9.19K
$433K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
466+ 236.55% |
$21.2K - $21.8K
|
663
$31.2K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
398+ 346.09% |
$18.1K - $18.6K
|
513
$24.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
328New |
$14.9K - $15.3K
|
328
$15.5K
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
310+ 2.96% |
$14.1K - $14.5K
|
10.8K
$508K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
293+ 6.77% |
$13.3K - $13.7K
|
4.62K
$218K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
199+ 4.24% |
$9.07K - $9.3K
|
4.89K
$230K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
148+ 1.55% |
$6.74K - $6.91K
|
9.72K
$458K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
145+ 1.28% |
$6.61K - $6.77K
|
11.5K
$540K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
140+ 1.94% |
$6.38K - $6.54K
|
7.35K
$346K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
125+ 1.59% |
$5.7K - $5.84K
|
8.01K
$377K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
122+ 5.83% |
$5.56K - $5.7K
|
2.21K
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
112+ 35.44% |
$5.1K - $5.23K
|
428
$20.2K
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
108+ 29.27% |
$4.92K - $5.04K
|
477
$22.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
86+ 1.95% |
$3.92K - $4.02K
|
4.49K
$212K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
83+ 1.82% |
$3.78K - $3.88K
|
4.65K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
81+ 0.84% |
$3.69K - $3.78K
|
9.77K
$461K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
71New |
$3.23K - $3.32K
|
71
$3.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
63+ 1.96% |
$2.87K - $2.94K
|
3.27K
$154K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 97.92% |
$2.14K - $2.2K
|
95
$4.48K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
45+ 10.27% |
$2.05K - $2.1K
|
483
$22.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
37+ 0.43% |
$1.69K - $1.73K
|
8.64K
$407K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
37+ 0.37% |
$1.69K - $1.73K
|
10.1K
$476K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
32+ 0.29% |
$1.46K - $1.49K
|
11K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
25+ 9.54% |
$1.14K - $1.17K
|
287
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
20+ 0.28% |
$911 - $934
|
7.16K
$337K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 1.84% |
$820 - $841
|
995
$46.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17+ 0.93% |
$775 - $794
|
1.84K
$86.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 1.87% |
$501 - $514
|
599
$28.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-1- 4.55% |
$45.6 - $46.7
|
21
$990
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-29- 17.9% |
$1.32K - $1.35K
|
133
$6.27K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-85- 6.48% |
$3.87K - $3.97K
|
1.23K
$57.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-108- 51.92% |
$4.92K - $5.04K
|
100
$4.71K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-171- 0.77% |
$7.79K - $7.99K
|
22K
$1.04M
|