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 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$95.5K - $104K
|
2.22K
$106K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
179New |
$7.69K - $8.34K
|
179
$8.51K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
151New |
$6.49K - $7.03K
|
151
$7.18K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.05KNew |
$131K - $142K
|
3.05K
$145K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
6.25KNew |
$268K - $291K
|
6.25K
$297K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16.4KNew |
$703K - $762K
|
16.4K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
704New |
$30.2K - $32.8K
|
704
$33.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27.9K+ 168.45% |
$1.22M - $1.26M
|
44.4K
$2.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
33.4K+ 5.08% |
$1.46M - $1.51M
|
691K
$32.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$516K - $532K
|
11.8K
$560K
|
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-3.89K- 34.68% |
$170K - $176K
|
7.33K
$348K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-225- 22.06% |
$9.87K - $10.1K
|
795
$37.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14.2KNew |
$621K - $633K
|
14.2K
$673K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
10.1KNew |
$441K - $450K
|
10.1K
$478K
|
|
| Q1 2023 | |||||||
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
96+ 2400.0% |
$4.16K - $4.37K
|
100
$4.75K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5- 0.82% |
$217 - $228
|
603
$28.7K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.14K- 31.66% |
$222K - $234K
|
11.1K
$527K
|
|
|
May 04, 2023
Q1 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-473- 3.97% |
$20.5K - $21.5K
|
11.4K
$544K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
925New |
$40.1K - $42.1K
|
925
$44K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
209New |
$9.05K - $9.52K
|
209
$9.93K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
200New |
$8.49K - $8.97K
|
200
$9.51K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-4.27K- 18.07% |
$181K - $192K
|
19.4K
$921K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-25.5K- 36.96% |
$1.08M - $1.19M
|
43.5K
$2.07M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
558New |
$24.3K - $27.3K
|
558
$26.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
800New |
$34.8K - $39.1K
|
800
$38K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
36New |
$1.57K - $1.76K
|
36
$1.71K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
306New |
$13.3K - $15K
|
306
$14.5K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.35KClosed |
$206K - $224K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-201Closed |
$10.2K - $10.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
SELL
|
- |
-101KClosed |
$5.11M - $5.23M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-463- 25.29% |
$23.4K - $24K
|
1.37K
$65K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-203Closed |
$10.3K - $10.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.05KClosed |
$205K - $210K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-41.3KClosed |
$2.12M - $2.15M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-294Closed |
$15K - $15.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-72.6KClosed |
$3.69M - $3.76M
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.18KNew |
$59.7K - $60.8K
|
1.18K
$55.8K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Graticule Asia Macro Advisors LLC
New York, NY |
SELL
|
PUT |
-2.35MClosed |
$114M - $120M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4KClosed |
$503K - $531K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.51KClosed |
$211K - $222K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.29KNew |
$91.5K - $117K
|
2.29K
$109K
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-300Closed |
$12K - $15.3K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-15.1KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-8KClosed |
N/A
|
0
$0
|
|