Latest Institutional Transactions on Ishares Tr Edge High Yield Def (HYDB)
This table provides information on the latest institutional transactions involving Ishares Tr Edge High Yield Def (HYDB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
335+ 5.35% |
$15.7K - $16K
|
6.6K
$311K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
53New |
$2.49K - $2.53K
|
53
$2.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-140K- 64.49% |
$6.56M - $6.67M
|
76.9K
$3.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
4.99KNew |
$234K - $238K
|
4.99K
$235K
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-18.3K- 64.66% |
$861K - $875K
|
10K
$472K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.7K+ 178.07% |
$456K - $463K
|
15.1K
$714K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-468- 5.61% |
$22K - $22.4K
|
7.88K
$372K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
965+ 9.95% |
$45.3K - $46.1K
|
10.7K
$503K
|
|
|
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 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
8.05KNew |
$378K - $385K
|
8.05K
$380K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.67KNew |
$266K - $271K
|
5.67K
$267K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-298- 3.94% |
$14K - $14.2K
|
7.26K
$342K
|
|
|
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
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 1.77% |
$93.9 - $95.5
|
115
$5.42K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.43K+ 6.17% |
$161K - $164K
|
59.1K
$2.78M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-19.6K- 80.82% |
$921K - $937K
|
4.65K
$219K
|
|
|
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
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.71K+ 4.92% |
$80.5K - $81.8K
|
36.5K
$1.72M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.8KNew |
$1.73M - $1.76M
|
36.8K
$1.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
153+ 2.33% |
$7.19K - $7.31K
|
6.73K
$317K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-321- 12.38% |
$15.1K - $15.3K
|
2.27K
$107K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.25K+ 57.84% |
$199K - $203K
|
11.6K
$546K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 2.32% |
$132K - $135K
|
125K
$5.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
7.85K+ 1427.27% |
$369K - $375K
|
8.4K
$396K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.08K- 12.37% |
$97.5K - $99.1K
|
14.7K
$693K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6.71K+ 73.5% |
$315K - $320K
|
15.8K
$746K
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.6K- 65.79% |
$497K - $506K
|
5.51K
$260K
|
|
|
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 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
172+ 3.76% |
$8.08K - $8.22K
|
4.75K
$224K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-465- 4.61% |
$21.8K - $22.2K
|
9.62K
$454K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-264- 50.97% |
$12.4K - $12.6K
|
254
$12K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.56K+ 5.59% |
$73.5K - $74.7K
|
29.5K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-122K- 54.04% |
$5.72M - $5.82M
|
104K
$4.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Tl Private Wealth
|
BUY
|
- |
6.36K+ 2.98% |
$299K - $304K
|
220K
$10.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-48- 1.1% |
$2.25K - $2.29K
|
4.32K
$204K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-21- 0.19% |
$986 - $1K
|
11.3K
$532K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.32K+ 9.32% |
$250K - $254K
|
62.4K
$2.94M
|
|
|
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 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-25.1K- 40.07% |
$1.18M - $1.2M
|
37.6K
$1.77M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.03K- 2.01% |
$95.6K - $97.5K
|
98.9K
$4.66M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
149+ 43.31% |
$7.01K - $7.15K
|
493
$23.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
949+ 4.26% |
$44.6K - $45.5K
|
23.2K
$1.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.08K+ 16.08% |
$380K - $387K
|
58.3K
$2.75M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-72.5K- 28.99% |
$3.41M - $3.48M
|
178K
$8.37M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.3K- 69.08% |
$61K - $62.3K
|
581
$27.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
897New |
$42.2K - $43K
|
897
$42.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$774K - $789K
|
16.4K
$776K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.6K+ 16.23% |
$688K - $701K
|
105K
$4.94M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
201+ 10050.0% |
$9.45K - $9.64K
|
203
$9.57K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
232K+ 7.91% |
$10.9M - $11.1M
|
3.16M
$149M
|
|