Purchases and Sales Made in Q4 2023 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 2023. 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, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
587K+ 4366.28% |
$25.2M - $27.3M
|
601K
$28.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
302KNew |
$13M - $14.1M
|
302K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
229KNew |
$9.82M - $10.6M
|
229K
$10.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
173KNew |
$7.42M - $8.05M
|
173K
$8.13M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
165KNew |
$7.08M - $7.67M
|
165K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
149KNew |
$6.4M - $6.94M
|
149K
$7.01M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
132KNew |
$5.66M - $6.13M
|
132K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.1K+ 129.72% |
$3.61M - $3.91M
|
149K
$7M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.1K+ 128.61% |
$3.01M - $3.26M
|
125K
$5.86M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
69.7K+ 1286.59% |
$3M - $3.25M
|
75.2K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
56.3K+ 1473.4% |
$2.42M - $2.62M
|
60.1K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 317.4% |
$1.69M - $1.84M
|
51.9K
$2.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.2K+ 68.97% |
$1.64M - $1.78M
|
93.7K
$4.41M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
38K+ 46.63% |
$1.63M - $1.77M
|
119K
$5.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
32KNew |
$1.37M - $1.49M
|
32K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
31.1KNew |
$1.33M - $1.45M
|
31.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
30.8KNew |
$1.32M - $1.44M
|
30.8K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.4K+ 218.56% |
$1.22M - $1.32M
|
41.3K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26.2KNew |
$1.13M - $1.22M
|
26.2K
$1.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.3KNew |
$1.09M - $1.18M
|
25.3K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.8KNew |
$981K - $1.06M
|
22.8K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
20.9KNew |
$898K - $973K
|
20.9K
$983K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
18.8KNew |
$809K - $877K
|
18.8K
$886K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.4KNew |
$746K - $809K
|
17.4K
$818K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.4KNew |
$703K - $762K
|
16.4K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
14.3KNew |
$616K - $667K
|
14.3K
$674K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.8K+ 95.02% |
$593K - $643K
|
28.3K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
13.3KNew |
$571K - $619K
|
13.3K
$625K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13KNew |
$559K - $606K
|
13K
$612K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
12.4KNew |
$533K - $578K
|
12.4K
$584K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11.7K+ 1246.39% |
$504K - $547K
|
12.7K
$597K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7KNew |
$503K - $546K
|
11.7K
$551K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.1K+ 100.74% |
$476K - $516K
|
22.1K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
11.1KNew |
$475K - $515K
|
11.1K
$520K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$436K - $473K
|
10.2K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.38KNew |
$403K - $437K
|
9.38K
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
9.26K+ 7.12% |
$398K - $431K
|
139K
$6.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.23K+ 74.18% |
$396K - $430K
|
21.7K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.33KNew |
$358K - $388K
|
8.33K
$392K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.18K+ 143.19% |
$351K - $381K
|
13.9K
$654K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.99KNew |
$343K - $372K
|
7.99K
$376K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
7.75KNew |
$333K - $361K
|
7.75K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
6.96KNew |
$299K - $324K
|
6.96K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.75K+ 11.06% |
$290K - $315K
|
67.8K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$290K - $314K
|
6.75K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.41K+ 100.36% |
$275K - $299K
|
12.8K
$602K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
6.25KNew |
$268K - $291K
|
6.25K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.95KNew |
$256K - $277K
|
5.95K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.77KNew |
$248K - $269K
|
5.77K
$272K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5.52KNew |
$237K - $257K
|
5.52K
$259K
|