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 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9.06K+ 60.42% |
$426K - $434K
|
24K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.66K+ 4.81% |
$125K - $127K
|
57.8K
$2.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-160- 13.69% |
$7.52K - $7.68K
|
1.01K
$47.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Opus Capital Group, LLC
|
SELL
|
- |
-141- 2.3% |
$6.63K - $6.76K
|
6K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.79K+ 36.49% |
$225K - $230K
|
17.9K
$844K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
57New |
$2.68K - $2.73K
|
57
$2.69K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-42- 0.76% |
$1.98K - $2.01K
|
5.45K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
117+ 2.54% |
$5.5K - $5.61K
|
4.72K
$222K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
648+ 12.38% |
$30.5K - $31.1K
|
5.88K
$277K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-5.71K- 51.19% |
$268K - $274K
|
5.44K
$257K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.33K+ 7.95% |
$204K - $208K
|
58.8K
$2.77M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-14.9K- 5.1% |
$701K - $715K
|
277K
$13.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.41K- 1.74% |
$66.1K - $67.4K
|
79.3K
$3.74M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
32New |
$1.5K - $1.54K
|
32
$1.51K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.26K+ 27.04% |
$200K - $204K
|
20K
$944K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
172+ 0.59% |
$8.09K - $8.25K
|
29.5K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.06K- 19.55% |
$97K - $99K
|
8.49K
$400K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-3- 13.64% |
$141 - $144
|
19
$896
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-111- 32.27% |
$5.22K - $5.32K
|
233
$11K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.03K+ 3.03% |
$48.6K - $49.6K
|
35.2K
$1.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
261+ 7.14% |
$12.3K - $12.5K
|
3.92K
$185K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
18.8K+ 1695.32% |
$886K - $904K
|
19.9K
$940K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57New |
$2.68K - $2.73K
|
57
$2.69K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.06K+ 6.04% |
$191K - $195K
|
71.2K
$3.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-288- 0.51% |
$13.5K - $13.8K
|
55.9K
$2.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$2.35K - $2.4K
|
50
$2.36K
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
26.9KNew |
$1.26M - $1.29M
|
26.9K
$1.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
279+ 2.23% |
$13.1K - $13.4K
|
12.8K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.44KNew |
$444K - $453K
|
9.44K
$445K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
43.1K+ 8.68% |
$2.03M - $2.07M
|
539K
$25.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
773+ 2.82% |
$36.4K - $37.1K
|
28.1K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 42.34% |
$570K - $581K
|
40.7K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
68.2K+ 29.43% |
$3.21M - $3.27M
|
300K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.2KNew |
$668K - $681K
|
14.2K
$670K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
371+ 2.95% |
$17.4K - $17.8K
|
13K
$611K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-34K- 45.94% |
$1.6M - $1.63M
|
40.1K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-16- 0.21% |
$752 - $768
|
7.68K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-135- 21.26% |
$6.35K - $6.48K
|
500
$23.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 14.03% |
$107K - $109K
|
13.9K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-132- 2.06% |
$6.21K - $6.33K
|
6.28K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
139K+ 669.87% |
$6.55M - $6.68M
|
160K
$7.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 4.52% |
$9.78K - $9.98K
|
4.81K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.16K- 18.34% |
$101K - $103K
|
9.6K
$453K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.79K- 9.72% |
$84.1K - $85.8K
|
16.6K
$783K
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
187K+ 77.66% |
$8.79M - $8.97M
|
428K
$20.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
90+ 1.89% |
$4.23K - $4.32K
|
4.86K
$229K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.14K+ 27.37% |
$289K - $294K
|
28.6K
$1.35M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 0.09% |
$1.46K - $1.49K
|
34.9K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7.65KNew |
$360K - $367K
|
7.65K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
549+ 5.95% |
$25.8K - $26.3K
|
9.77K
$461K
|
|