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, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
779New |
$36.4K - $37.4K
|
779
$37K
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
420KNew |
$19.6M - $20.1M
|
420K
$19.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 36.34% |
$188K - $193K
|
15.1K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
4.94KNew |
$231K - $237K
|
4.94K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
7.83KNew |
$365K - $375K
|
7.83K
$372K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
92.2K+ 893.57% |
$4.31M - $4.42M
|
103K
$4.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.11M - $1.14M
|
23.7K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12.3K+ 125.83% |
$576K - $592K
|
22.2K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.8KNew |
$1.21M - $1.24M
|
25.8K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
107K+ 74.98% |
$5M - $5.13M
|
250K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.13K- 99.91% |
$52.9K - $54.3K
|
1
$47.6
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-976- 13.29% |
$45.6K - $46.8K
|
6.37K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
8.02KNew |
$374K - $384K
|
8.02K
$381K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.8KNew |
$597K - $613K
|
12.8K
$608K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 44.82% |
$536K - $551K
|
37.1K
$1.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.77KNew |
$269K - $277K
|
5.77K
$275K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.8K+ 246.78% |
$643K - $661K
|
19.4K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-497- 5.43% |
$23.2K - $23.8K
|
8.65K
$411K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.86K+ 8.26% |
$320K - $329K
|
90K
$4.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-8.84K- 44.51% |
$413K - $424K
|
11K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$468K - $481K
|
10K
$477K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-344- 75.6% |
$16.1K - $16.5K
|
111
$5.28K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.5K+ 858.89% |
$4.08M - $4.19M
|
97.6K
$4.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
328+ 59.21% |
$15.3K - $15.7K
|
882
$41.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
115New |
$5.37K - $5.51K
|
115
$5.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-281- 3.88% |
$13.1K - $13.5K
|
6.96K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-147- 1.79% |
$6.86K - $7.05K
|
8.08K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.96KNew |
$138K - $142K
|
2.96K
$141K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.4K+ 44.04% |
$2.4M - $2.46M
|
168K
$7.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
5K+ 2.55% |
$233K - $240K
|
201K
$9.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.2KNew |
$336K - $345K
|
7.2K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.1K+ 23.19% |
$1.17M - $1.2M
|
133K
$6.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.01K+ 99.6% |
$94K - $96.5K
|
4.03K
$192K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
617New |
$28.8K - $29.6K
|
617
$29.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 6.86% |
$28.7K - $29.4K
|
9.57K
$455K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
80.2KNew |
$3.74M - $3.84M
|
80.2K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 1260.81% |
$5.88M - $6.04M
|
136K
$6.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 0.54% |
$60.2K - $61.9K
|
238K
$11.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
941+ 4.21% |
$43.9K - $45.1K
|
23.3K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.93K+ 22.43% |
$184K - $189K
|
21.5K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.99KNew |
$279K - $287K
|
5.99K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.74KNew |
$455K - $467K
|
9.74K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 18.66% |
$54.7K - $56.2K
|
7.45K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17.9K- 72.05% |
$834K - $856K
|
6.93K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3.38KNew |
$158K - $162K
|
3.38K
$161K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.06K- 86.79% |
$49.7K - $51K
|
162
$7.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.71K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.6KNew |
$308K - $316K
|
6.6K
$314K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.02K+ 4.52% |
$234K - $241K
|
116K
$5.52M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.1K+ 115.2% |
$2.31M - $2.41M
|
93.6K
$4.45M
|
|