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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.89% |
$47 - $48
|
113
$5.33K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.06% |
$47 - $48
|
1.8K
$84.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 13.64% |
$141 - $144
|
19
$896
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-11- 6.4% |
$517 - $528
|
161
$7.59K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16- 0.21% |
$752 - $768
|
7.68K
$362K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-35- 0.22% |
$1.65K - $1.68K
|
16.1K
$759K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-42- 0.76% |
$1.98K - $2.01K
|
5.45K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-65- 0.79% |
$3.06K - $3.12K
|
8.2K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-111- 32.27% |
$5.22K - $5.32K
|
233
$11K
|
|
|
Nov 05, 2025
Q3 2025
|
Collier Financial
Denver, CO |
SELL
|
- |
-131- 71.2% |
$6.16K - $6.28K
|
53
$2.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-132- 2.06% |
$6.21K - $6.33K
|
6.28K
$296K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-135- 21.26% |
$6.35K - $6.48K
|
500
$23.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-141- 2.3% |
$6.63K - $6.76K
|
6K
$283K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-160- 13.69% |
$7.52K - $7.68K
|
1.01K
$47.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-166- 5.76% |
$7.81K - $7.96K
|
2.72K
$128K
|
|
|
Nov 04, 2025
Q3 2025
|
Fedenia Advisers LLC
Madison, WI |
SELL
|
- |
-201- 2.57% |
$9.45K - $9.64K
|
7.62K
$359K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-223- 2.87% |
$10.5K - $10.7K
|
7.55K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-251- 0.84% |
$11.8K - $12K
|
29.6K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-288- 0.51% |
$13.5K - $13.8K
|
55.9K
$2.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-385- 12.93% |
$18.1K - $18.5K
|
2.59K
$122K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-387- 41.3% |
$18.2K - $18.6K
|
550
$25.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-394- 68.52% |
$18.5K - $18.9K
|
181
$8.53K
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
SELL
|
- |
-409- 26.29% |
$19.2K - $19.6K
|
1.15K
$54.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-530- 3.63% |
$24.9K - $25.4K
|
14.1K
$663K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-535- 23.04% |
$25.2K - $25.7K
|
1.79K
$84.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-659- 4.59% |
$31K - $31.6K
|
13.7K
$647K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-707- 2.51% |
$33.3K - $33.9K
|
27.5K
$1.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-925- 9.94% |
$43.5K - $44.4K
|
8.38K
$395K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-933- 10.05% |
$43.9K - $44.8K
|
8.35K
$394K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.01K- 15.76% |
$47.4K - $48.3K
|
5.38K
$254K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 69.08% |
$61K - $62.3K
|
581
$27.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 1.74% |
$66.1K - $67.4K
|
79.3K
$3.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.51K- 61.93% |
$70.8K - $72.2K
|
925
$43.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.79K- 9.72% |
$84.1K - $85.8K
|
16.6K
$783K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.03K- 2.01% |
$95.6K - $97.5K
|
98.9K
$4.66M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.06K- 19.55% |
$97K - $99K
|
8.49K
$400K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.16K- 18.34% |
$101K - $103K
|
9.6K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 14.03% |
$107K - $109K
|
13.9K
$654K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.66K- 1.64% |
$172K - $175K
|
219K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.43K- 31.05% |
$208K - $212K
|
9.83K
$463K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.64K- 19.67% |
$218K - $223K
|
19K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-4.85K- 22.42% |
$228K - $232K
|
16.8K
$791K
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-5.31K- 54.13% |
$250K - $255K
|
4.5K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.71K- 51.19% |
$268K - $274K
|
5.44K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-7.47K- 3.34% |
$352K - $359K
|
216K
$10.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.64K- 35.01% |
$359K - $367K
|
14.2K
$669K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.5K- 14.3% |
$492K - $502K
|
62.7K
$2.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 7.79% |
$590K - $602K
|
149K
$7M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 5.1% |
$701K - $715K
|
277K
$13.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 33.98% |
$706K - $721K
|
29.2K
$1.38M
|
|