Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2026
Q4 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.06M+ 100.51% |
$49.8M - $50.7M
|
2.12M
$99.8M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
201K+ 1167.16% |
$9.42M - $9.58M
|
218K
$10.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Provident Living Financial Services, Inc.
Lehi, UT |
BUY
|
- |
90.7KNew |
$4.26M - $4.33M
|
90.7K
$4.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
73K+ 50.22% |
$3.43M - $3.49M
|
218K
$10.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.8KNew |
$1.73M - $1.76M
|
36.8K
$1.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.7K+ 178.07% |
$456K - $463K
|
15.1K
$714K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.05KNew |
$378K - $385K
|
8.05K
$380K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.85K+ 1427.27% |
$369K - $375K
|
8.4K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.71K+ 73.5% |
$315K - $320K
|
15.8K
$746K
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
6.36K+ 2.98% |
$299K - $304K
|
220K
$10.4M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.67KNew |
$266K - $271K
|
5.67K
$267K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.32K+ 9.32% |
$250K - $254K
|
62.4K
$2.94M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
4.99KNew |
$234K - $238K
|
4.99K
$235K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.25K+ 57.84% |
$199K - $203K
|
11.6K
$546K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.43K+ 6.17% |
$161K - $164K
|
59.1K
$2.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 2.32% |
$132K - $135K
|
125K
$5.87M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71K+ 4.92% |
$80.5K - $81.8K
|
36.5K
$1.72M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 5.59% |
$73.5K - $74.7K
|
29.5K
$1.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
965+ 9.95% |
$45.3K - $46.1K
|
10.7K
$503K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
403+ 8.19% |
$18.9K - $19.3K
|
5.33K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
335+ 5.35% |
$15.7K - $16K
|
6.6K
$311K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
172+ 3.76% |
$8.08K - $8.22K
|
4.75K
$224K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153+ 2.33% |
$7.19K - $7.31K
|
6.73K
$317K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
53New |
$2.49K - $2.53K
|
53
$2.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.77% |
$93.9 - $95.5
|
115
$5.42K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 0.19% |
$986 - $1K
|
11.3K
$532K
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-48- 1.1% |
$2.25K - $2.29K
|
4.32K
$204K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-264- 50.97% |
$12.4K - $12.6K
|
254
$12K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-298- 3.94% |
$14K - $14.2K
|
7.26K
$342K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-321- 12.38% |
$15.1K - $15.3K
|
2.27K
$107K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-465- 4.61% |
$21.8K - $22.2K
|
9.62K
$454K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-468- 5.61% |
$22K - $22.4K
|
7.88K
$372K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.08K- 12.37% |
$97.5K - $99.1K
|
14.7K
$693K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.6K- 65.79% |
$497K - $506K
|
5.51K
$260K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-18.3K- 64.66% |
$861K - $875K
|
10K
$472K
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.6K- 80.82% |
$921K - $937K
|
4.65K
$219K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.1K- 40.07% |
$1.18M - $1.2M
|
37.6K
$1.77M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-122K- 54.04% |
$5.72M - $5.82M
|
104K
$4.88M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-140K- 64.49% |
$6.56M - $6.67M
|
76.9K
$3.62M
|
|