Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
27K+ 58.25% |
$1.15M - $1.21M
|
73.4K
$3.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
17.5KNew |
$741K - $783K
|
17.5K
$820K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
15.6KNew |
$662K - $699K
|
15.6K
$732K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.5K+ 11.99% |
$446K - $471K
|
98.1K
$4.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
7.06K+ 3.89% |
$300K - $317K
|
189K
$8.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31K+ 77.38% |
$225K - $238K
|
12.2K
$572K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.96K+ 51.13% |
$210K - $222K
|
14.7K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.92KNew |
$209K - $221K
|
4.92K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.23K+ 6.12% |
$179K - $189K
|
73.2K
$3.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.75K+ 32.61% |
$159K - $168K
|
15.3K
$716K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 15.55% |
$111K - $117K
|
19.4K
$909K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.54KNew |
$108K - $114K
|
2.54K
$119K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2.33K+ 164.8% |
$98.7K - $104K
|
3.74K
$176K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.5KNew |
$63.5K - $67.1K
|
1.5K
$70.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
608New |
$25.8K - $27.3K
|
608
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
408+ 3.54% |
$17.3K - $18.3K
|
11.9K
$560K
|
|
|
Jan 18, 2023
Q4 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
251+ 4.5% |
$10.6K - $11.3K
|
5.83K
$274K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
250New |
$10.6K - $11.2K
|
250
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
250New |
$10.6K - $11.2K
|
250
$11.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
200New |
$8.49K - $8.97K
|
200
$9.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$4.24K - $4.48K
|
100
$4.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
33+ 0.18% |
$1.4K - $1.48K
|
18K
$844K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 3.86% |
$849 - $897
|
538
$25.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
20+ 0.18% |
$849 - $897
|
11K
$515K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
20+ 2.28% |
$849 - $897
|
897
$42.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-243- 3.54% |
$10.3K - $10.9K
|
6.62K
$311K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-298- 3.14% |
$12.6K - $13.4K
|
9.2K
$432K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-407- 6.82% |
$17.3K - $18.2K
|
5.56K
$261K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-441- 4.65% |
$18.7K - $19.8K
|
9.05K
$425K
|
|
|
Jan 11, 2023
Q4 2022
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-631- 5.62% |
$26.8K - $28.3K
|
10.6K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 14.76% |
$43.4K - $45.9K
|
5.92K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.43K- 12.82% |
$103K - $109K
|
16.5K
$776K
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-3.28K- 3.4% |
$139K - $147K
|
93.2K
$4.38M
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.27K- 18.07% |
$181K - $192K
|
19.4K
$909K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.54KClosed |
$235K - $248K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.6K- 41.72% |
$493K - $521K
|
16.2K
$762K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-19.3K- 61.19% |
$820K - $867K
|
12.3K
$575K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.4K- 37.07% |
$1.5M - $1.59M
|
60.1K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-49.3K- 98.2% |
$2.09M - $2.21M
|
902
$42.3K
|