Roi Financial Advisors, LLC Ishares Tr Edge High Yield Def Transaction History

Roi Financial Advisors, LLC

$167 Billion
Q3 2025

A detailed history of Roi Financial Advisors, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 32,535 shares of HYDB stock, worth $1.53 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

32,535

Previous 16,116 101.88%

Holding current value

$1.53 Million

Previous $765 Million 103.45%

% of portfolio

0.93%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$47.03 - $47.97 $772,185 - $787,619	16,419 Added 101.88%	32,535 $1.56 Billion
Q2 2025 Aug 05, 2025	BUY	$44.64 - $47.48 $268,018 - $285,069	6,004 Added 59.38%	16,116 $765 Million
Q1 2025 May 09, 2025	BUY	$46.82 - $47.8 $142,660 - $145,646	3,047 Added 43.13%	10,112 $476 Million
Q4 2024 Feb 12, 2025	BUY	$46.68 - $47.95 $15,357 - $15,775	329 Added 4.88%	7,065 $332 Million
Q3 2024 Nov 05, 2024	BUY	$46.14 - $48.06 $111,474 - $116,112	2,416 Added 55.93%	6,736 $324 Million

Q2 2024 Aug 09, 2024	BUY	$45.56 - $46.71 $196,819 - $201,787	4,320 New	4,320 $201 Million

Others Institutions Holding HYDB

# of Institutions

251

Shares Held

27M

Call Options Held

Put Options Held

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About ISHARES TR EDGE HIGH YIELD DEF

Ticker HYDB
Sector ETFs
Industry ETFs

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Roi Financial Advisors, LLC Ishares Tr Edge High Yield Def Transaction History