Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
101KNew |
$5.19M - $5.26M
|
101K
$4.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.1K+ 73.05% |
$1.91M - $1.93M
|
87.9K
$4.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21.2K+ 310.89% |
$1.09M - $1.1M
|
28K
$1.31M
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
BUY
|
- |
17.8KNew |
$914K - $926K
|
17.8K
$835K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 27.12% |
$711K - $721K
|
64.9K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.4KNew |
$586K - $594K
|
11.4K
$535K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.65KNew |
$445K - $451K
|
8.65K
$406K
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
4.92KNew |
$253K - $256K
|
4.92K
$231K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.06KNew |
$209K - $212K
|
4.06K
$191K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4.05KNew |
$208K - $211K
|
4.05K
$190K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.02K+ 89.6% |
$104K - $105K
|
4.28K
$201K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85K+ 76.73% |
$94.9K - $96.2K
|
4.25K
$200K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.84K+ 17.92% |
$94.5K - $95.8K
|
12.1K
$568K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.83KNew |
$94.1K - $95.4K
|
1.83K
$86K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.6K+ 41.33% |
$82.3K - $83.4K
|
5.48K
$257K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 0.78% |
$75.8K - $76.9K
|
191K
$8.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
1.22K+ 16.86% |
$62.7K - $63.5K
|
8.46K
$397K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.22K+ 3.21% |
$62.6K - $63.5K
|
39.2K
$1.84M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.08K+ 34.43% |
$55.2K - $56K
|
4.2K
$197K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.07KNew |
$54.8K - $55.5K
|
1.07K
$50K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
886+ 19.11% |
$45.5K - $46.2K
|
5.52K
$259K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
847New |
$43.5K - $44.1K
|
847
$39.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
801New |
$41.2K - $41.7K
|
801
$37.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
651+ 4.06% |
$33.4K - $33.9K
|
16.7K
$784K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
637+ 6.06% |
$32.7K - $33.2K
|
11.1K
$523K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
468New |
$24K - $24.4K
|
468
$22K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
201New |
$10.3K - $10.5K
|
201
$9.44K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
133+ 3.32% |
$6.83K - $6.93K
|
4.15K
$195K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13+ 0.13% |
$668 - $677
|
10.2K
$481K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-60- 16.53% |
$3.08K - $3.13K
|
303
$14.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-79- 1.32% |
$4.06K - $4.12K
|
5.9K
$277K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-199- 49.5% |
$10.2K - $10.4K
|
203
$9.53K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-620- 6.55% |
$31.9K - $32.3K
|
8.84K
$415K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.74K- 10.23% |
$398K - $403K
|
67.9K
$3.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-41.3KClosed |
$2.12M - $2.15M
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42.7K- 97.62% |
$2.19M - $2.22M
|
1.04K
$48.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-88.7KClosed |
$4.56M - $4.62M
|
0
$0
|