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 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 75.6% |
$16.1K - $16.5K
|
111
$5.26K
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-413- 21.91% |
$19.3K - $19.8K
|
1.47K
$69.8K
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-415- 0.34% |
$19.4K - $19.9K
|
120K
$5.69M
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-497- 5.43% |
$23.2K - $23.8K
|
8.65K
$410K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-698- 5.0% |
$32.6K - $33.5K
|
13.3K
$629K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-819- 9.76% |
$38.2K - $39.3K
|
7.57K
$359K
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-976- 13.29% |
$45.6K - $46.8K
|
6.37K
$302K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 86.79% |
$49.7K - $51K
|
162
$7.68K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 99.91% |
$52.9K - $54.3K
|
1
$47.4
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 0.54% |
$60.2K - $61.9K
|
238K
$11.3M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.04K- 0.35% |
$95.3K - $97.9K
|
590K
$28M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.11K- 14.4% |
$145K - $149K
|
18.5K
$877K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.44K- 10.96% |
$161K - $165K
|
28K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.58K- 16.34% |
$214K - $220K
|
23.5K
$1.11M
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.84K- 44.51% |
$413K - $424K
|
11K
$523K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.9K- 40.66% |
$555K - $570K
|
17.3K
$822K
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-17.1K- 10.05% |
$797K - $819K
|
153K
$7.25M
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17.9K- 72.05% |
$834K - $856K
|
6.93K
$329K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.2K- 33.02% |
$988K - $1.01M
|
42.9K
$2.04M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-85.2K- 76.84% |
$3.98M - $4.09M
|
25.7K
$1.22M
|