Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
22.8KNew |
$1.06M - $1.09M
|
22.8K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
22.7KNew |
$1.06M - $1.09M
|
22.7K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
21.5KNew |
$1.01M - $1.03M
|
21.5K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
20.7KNew |
$968K - $994K
|
20.7K
$983K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
19.4KNew |
$905K - $930K
|
19.4K
$920K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.9K+ 93.75% |
$835K - $857K
|
37K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
16.9KNew |
$788K - $809K
|
16.9K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
16.1KNew |
$753K - $773K
|
16.1K
$765K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.9KNew |
$693K - $712K
|
14.9K
$704K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14.7KNew |
$685K - $704K
|
14.7K
$696K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
14.5K+ 15280.0% |
$678K - $696K
|
14.6K
$693K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
14.4K+ 307.85% |
$672K - $690K
|
19.1K
$904K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
14.2KNew |
$662K - $680K
|
14.2K
$672K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8K+ 246.78% |
$643K - $661K
|
19.4K
$918K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.8KNew |
$597K - $613K
|
12.8K
$606K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
12.5KNew |
$581K - $597K
|
12.5K
$591K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12.3K+ 125.83% |
$576K - $592K
|
22.2K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
12.2KNew |
$568K - $584K
|
12.2K
$577K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
12.2KNew |
$568K - $584K
|
12.2K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
12.1KNew |
$567K - $582K
|
12.1K
$576K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
12KNew |
$559K - $574K
|
12K
$568K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.7K+ 28.13% |
$547K - $562K
|
53.4K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.6KNew |
$543K - $557K
|
11.6K
$551K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 44.82% |
$536K - $551K
|
37.1K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
11.2KNew |
$525K - $539K
|
11.2K
$533K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$514K - $528K
|
11K
$522K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
10.8KNew |
$506K - $520K
|
10.8K
$514K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.8K+ 65.55% |
$504K - $518K
|
27.3K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
10.6K+ 153.6% |
$493K - $506K
|
17.4K
$826K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.1KNew |
$471K - $484K
|
10.1K
$479K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10K+ 1.57% |
$468K - $481K
|
649K
$30.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$468K - $481K
|
10K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.74KNew |
$455K - $467K
|
9.74K
$462K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
9.25KNew |
$432K - $443K
|
9.25K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.05KNew |
$422K - $434K
|
9.05K
$429K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
8.94KNew |
$417K - $428K
|
8.94K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8.29KNew |
$387K - $398K
|
8.29K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
8.02KNew |
$374K - $384K
|
8.02K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.94K+ 84.01% |
$371K - $381K
|
17.4K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 8.97% |
$370K - $380K
|
96.2K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
7.85KNew |
$367K - $377K
|
7.85K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
7.83KNew |
$365K - $375K
|
7.83K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
7.83KNew |
$365K - $375K
|
7.83K
$371K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.81KNew |
$365K - $375K
|
7.81K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
7.59KNew |
$354K - $364K
|
7.59K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
7.59KNew |
$354K - $364K
|
7.59K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
7.41KNew |
$346K - $355K
|
7.41K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.33K+ 67.17% |
$342K - $352K
|
18.2K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.2KNew |
$336K - $345K
|
7.2K
$342K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.14K+ 5.24% |
$333K - $342K
|
143K
$6.8M
|