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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8.07K+ 40.38% |
$372K - $388K
|
28.1K
$1.33M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-63- 35.39% |
$2.91K - $3.03K
|
115
$5.47K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-499- 7.9% |
$23K - $24K
|
5.81K
$276K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.7K+ 19.42% |
$3.54M - $3.68M
|
472K
$22.4M
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
392+ 76.41% |
$18.1K - $18.8K
|
905
$43K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.6K- 3.56% |
$73.6K - $76.7K
|
43.2K
$2.05M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.7K- 40.58% |
$680K - $709K
|
21.6K
$1.03M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.4K+ 29.39% |
$1.26M - $1.31M
|
120K
$5.72M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.35K- 1.26% |
$339K - $353K
|
575K
$27.3M
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
2.42K+ 55.93% |
$111K - $116K
|
6.74K
$320K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
60+ 2.02% |
$2.77K - $2.88K
|
3.03K
$144K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24.9K+ 9.0% |
$1.15M - $1.2M
|
301K
$14.3M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.68K+ 39.73% |
$216K - $225K
|
16.5K
$783K
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.33K- 13.66% |
$61.3K - $63.8K
|
8.39K
$399K
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
656+ 5.36% |
$30.3K - $31.5K
|
12.9K
$613K
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-1.52K- 14.07% |
$69.9K - $72.8K
|
9.26K
$440K
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-5.67K- 4.47% |
$261K - $272K
|
121K
$5.76M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-596- 99.5% |
$27.5K - $28.6K
|
3
$143
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
165New |
$7.61K - $7.93K
|
165
$7.84K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.16K+ 17.31% |
$192K - $200K
|
28.2K
$1.34M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
293K+ 97.9% |
$13.5M - $14.1M
|
592K
$28.1M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
19.1KNew |
$880K - $917K
|
19.1K
$907K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.98KNew |
$322K - $335K
|
6.98K
$332K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-905- 4.4% |
$41.8K - $43.5K
|
19.7K
$935K
|
|
Oct 31, 2024
Q3 2024
|
Opus Capital Group, LLC
|
BUY
|
- |
4.95KNew |
$228K - $238K
|
4.95K
$235K
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
40+ 40.0% |
$1.85K - $1.92K
|
140
$6.65K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$923 - $961
|
19.1K
$908K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 4.61% |
$84.7K - $88.2K
|
41.6K
$1.98M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 12.02% |
$47.2K - $49.2K
|
9.54K
$453K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104K+ 207756.0% |
$4.79M - $4.99M
|
104K
$4.94M
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
16.7K+ 158.65% |
$771K - $803K
|
27.3K
$1.3M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-82- 17.83% |
$3.78K - $3.94K
|
378
$18K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
180+ 37.27% |
$8.31K - $8.65K
|
663
$31.5K
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
143+ 1.79% |
$6.6K - $6.87K
|
8.15K
$387K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.57K+ 12.58% |
$119K - $124K
|
23K
$1.09M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.4K- 45.48% |
$1.12M - $1.17M
|
29.2K
$1.39M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-19.1K- 24.79% |
$881K - $918K
|
57.9K
$2.75M
|
|
Oct 18, 2024
Q3 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-289- 4.04% |
$13.3K - $13.9K
|
6.87K
$327K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-171K- 75.74% |
$7.89M - $8.22M
|
54.8K
$2.6M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 869.56% |
$5.47M - $5.7M
|
132K
$6.28M
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-103- 91.15% |
$4.75K - $4.95K
|
10
$475
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
630+ 51.22% |
$29.1K - $30.3K
|
1.86K
$88.4K
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
76+ 1.59% |
$3.51K - $3.65K
|
4.86K
$231K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
500+ 1666.67% |
$23.1K - $24K
|
530
$25.2K
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
80+ 1.78% |
$3.69K - $3.84K
|
4.57K
$217K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
585+ 336.21% |
$27K - $28.1K
|
759
$36.1K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.72K+ 3.13% |
$125K - $131K
|
89.5K
$4.25M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17K+ 56.29% |
$54.1K - $56.3K
|
3.25K
$155K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-919- 8.47% |
$41.9K - $42.9K
|
9.93K
$472K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
248KNew |
$11.3M - $11.6M
|
248K
$11.8M
|