Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.36K+ 3.47% |
$440K - $449K
|
279K
$13.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.12KNew |
$429K - $438K
|
9.12K
$430K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.06K+ 60.42% |
$426K - $434K
|
24K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.7K+ 89.23% |
$409K - $417K
|
18.4K
$870K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
8.47KNew |
$398K - $406K
|
8.47K
$399K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.08K+ 16.08% |
$380K - $387K
|
58.3K
$2.75M
|
|
|
Nov 06, 2025
Q3 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
8.01K+ 76.79% |
$376K - $384K
|
18.4K
$869K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.65KNew |
$360K - $367K
|
7.65K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.62K+ 8.21% |
$358K - $365K
|
100K
$4.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.28KNew |
$342K - $349K
|
7.28K
$343K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.05KNew |
$331K - $338K
|
7.05K
$332K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.43K+ 8.67% |
$303K - $309K
|
80.6K
$3.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
6.3KNew |
$296K - $302K
|
6.3K
$297K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.14K+ 27.37% |
$289K - $294K
|
28.6K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
5.7KNew |
$268K - $273K
|
5.7K
$269K
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.14KNew |
$242K - $247K
|
5.14K
$242K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.12K+ 8.89% |
$241K - $246K
|
62.7K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
4.92K+ 4.22% |
$232K - $236K
|
122K
$5.74M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.79K+ 36.49% |
$225K - $230K
|
17.9K
$844K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.77K+ 48.11% |
$224K - $229K
|
14.7K
$693K
|
|
|
Nov 14, 2025
Q3 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
4.75K+ 96.72% |
$223K - $228K
|
9.66K
$456K
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
4.73K+ 20.03% |
$222K - $227K
|
28.3K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.58KNew |
$215K - $220K
|
4.58K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.37KNew |
$205K - $209K
|
4.37K
$206K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.33K+ 7.95% |
$204K - $208K
|
58.8K
$2.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.31KNew |
$203K - $207K
|
4.31K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.26K+ 27.04% |
$200K - $204K
|
20K
$944K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.23KNew |
$199K - $203K
|
4.23K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.07K+ 43.99% |
$191K - $195K
|
13.3K
$628K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.06K+ 6.04% |
$191K - $195K
|
71.2K
$3.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.49K+ 6.11% |
$164K - $168K
|
60.6K
$2.86M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
3.11K+ 14.71% |
$146K - $149K
|
24.3K
$1.14M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.01K+ 69.34% |
$141K - $144K
|
7.34K
$346K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 0.93% |
$138K - $141K
|
319K
$15.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.84K+ 2.97% |
$133K - $136K
|
98.4K
$4.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 4.81% |
$125K - $127K
|
57.8K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.45K+ 5.82% |
$115K - $117K
|
44.5K
$2.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.31K+ 23.95% |
$108K - $111K
|
11.9K
$563K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.22K+ 4.16% |
$105K - $107K
|
55.6K
$2.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2.18K+ 13606.25% |
$102K - $104K
|
2.19K
$103K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.75K+ 16.2% |
$82.2K - $83.9K
|
12.5K
$591K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.72K+ 5.96% |
$81K - $82.7K
|
30.6K
$1.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 35.24% |
$80.6K - $82.2K
|
6.58K
$310K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.59K+ 18.75% |
$74.9K - $76.4K
|
10.1K
$476K
|
|
|
Nov 10, 2025
Q3 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.35K+ 12.45% |
$63.7K - $65K
|
12.2K
$577K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
1.07K+ 5.74% |
$50.3K - $51.3K
|
19.7K
$928K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 3.03% |
$48.6K - $49.6K
|
35.2K
$1.66M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
949+ 4.26% |
$44.6K - $45.5K
|
23.2K
$1.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
897New |
$42.2K - $43K
|
897
$42.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
788New |
$37.1K - $37.8K
|
788
$37.2K
|
|