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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.14KNew |
$242K - $247K
|
5.14K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
4.77K+ 48.11% |
$224K - $229K
|
14.7K
$693K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.93K+ 0.93% |
$138K - $141K
|
319K
$15.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.01K- 15.76% |
$47.4K - $48.3K
|
5.38K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-22K- 8.33% |
$1.04M - $1.06M
|
242K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
2.84K+ 2.97% |
$133K - $136K
|
98.4K
$4.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.23KNew |
$199K - $203K
|
4.23K
$199K
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
14.3K+ 50.42% |
$673K - $686K
|
42.7K
$2.01M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8.7K+ 89.23% |
$409K - $417K
|
18.4K
$870K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 0.93% |
$1.03K - $1.06K
|
2.38K
$112K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20.3K+ 4.41% |
$957K - $976K
|
482K
$22.7M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.34K- 14.3% |
$149K - $158K
|
20K
$943K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.9KNew |
$130K - $138K
|
2.9K
$137K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.5K- 40.05% |
$516K - $548K
|
17.3K
$815K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
196New |
$8.75K - $9.31K
|
196
$9.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
48New |
$2.14K - $2.28K
|
48
$2.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.66KNew |
$119K - $126K
|
2.66K
$125K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-584- 64.89% |
$26.1K - $27.7K
|
316
$14.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-657- 19.77% |
$29.3K - $31.2K
|
2.67K
$126K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.08K+ 1.91% |
$48.2K - $51.2K
|
57.4K
$2.71M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-5.17K- 51.85% |
$231K - $246K
|
4.8K
$226K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-9.42K- 16.72% |
$421K - $447K
|
46.9K
$2.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
150+ 1.9% |
$6.7K - $7.12K
|
8.07K
$380K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.75K- 35.72% |
$78.1K - $83K
|
3.15K
$148K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.57K- 2.37% |
$70K - $74.5K
|
64.7K
$3.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.42KNew |
$63.5K - $67.6K
|
1.42K
$67.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.92K- 12.35% |
$85.8K - $91.3K
|
13.7K
$644K
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
8.02KNew |
$358K - $381K
|
8.02K
$378K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.55K- 23.49% |
$69.2K - $73.6K
|
5.05K
$238K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 48.47% |
$49.4K - $52.5K
|
1.18K
$55.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84New |
$3.75K - $3.99K
|
84
$3.96K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.9K- 43.73% |
$798K - $849K
|
23K
$1.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
BUY
|
- |
1.77K+ 14.9% |
$79K - $84K
|
13.7K
$644K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.94KNew |
$131K - $140K
|
2.94K
$139K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 36.94% |
$1.83K - $1.95K
|
70
$3.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14+ 1.3% |
$625 - $665
|
1.09K
$51.4K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$8.48K - $9.02K
|
190
$8.96K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.99KNew |
$267K - $284K
|
5.99K
$282K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-17.7K- 79.06% |
$790K - $841K
|
4.69K
$221K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7+ 0.06% |
$312 - $332
|
12K
$565K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 2.35% |
$446 - $475
|
415
$19.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-1.05K- 16.47% |
$46.8K - $49.8K
|
5.32K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 1.85% |
$937 - $997
|
1.16K
$54.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-566- 76.8% |
$25.3K - $26.9K
|
171
$8.06K
|
|
| Q1 2025 | |||||||
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
884+ 17.87% |
$41.4K - $42.3K
|
5.83K
$275K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.59K- 28.04% |
$121K - $124K
|
6.66K
$314K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
245+ 1.45% |
$11.5K - $11.7K
|
17.1K
$807K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
999New |
$46.8K - $47.8K
|
999
$47.1K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40- 51.28% |
$1.87K - $1.91K
|
38
$1.79K
|
|