Latest Institutional Purchases of Ishares Tr Edge High Yield Def (HYDB)
This list provides information on the latest institutional transactions involving Ishares Tr Edge High Yield Def (HYDB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
420KNew |
$19.6M - $20.1M
|
420K
$19.9M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
126K+ 1260.81% |
$5.88M - $6.04M
|
136K
$6.47M
|
|
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
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
92.2K+ 893.57% |
$4.31M - $4.42M
|
103K
$4.88M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
87.5K+ 858.89% |
$4.08M - $4.19M
|
97.6K
$4.64M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
80.2KNew |
$3.74M - $3.84M
|
80.2K
$3.81M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.4K+ 44.04% |
$2.4M - $2.46M
|
168K
$7.99M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
25.8KNew |
$1.21M - $1.24M
|
25.8K
$1.23M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25.1K+ 23.19% |
$1.17M - $1.2M
|
133K
$6.34M
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.7KNew |
$1.11M - $1.14M
|
23.7K
$1.13M
|
|
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
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
12.8KNew |
$597K - $613K
|
12.8K
$608K
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
12.3K+ 125.83% |
$576K - $592K
|
22.2K
$1.05M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.5K+ 44.82% |
$536K - $551K
|
37.1K
$1.77M
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
10KNew |
$468K - $481K
|
10K
$477K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
9.74KNew |
$455K - $467K
|
9.74K
$463K
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
8.02KNew |
$374K - $384K
|
8.02K
$381K
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
7.83KNew |
$365K - $375K
|
7.83K
$372K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
7.2KNew |
$336K - $345K
|
7.2K
$343K
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
6.86K+ 8.26% |
$320K - $329K
|
90K
$4.28M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.6KNew |
$308K - $316K
|
6.6K
$314K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.99KNew |
$279K - $287K
|
5.99K
$285K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.77KNew |
$269K - $277K
|
5.77K
$275K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
5.02K+ 4.52% |
$234K - $241K
|
116K
$5.52M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
5K+ 2.55% |
$233K - $240K
|
201K
$9.57M
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
4.94KNew |
$231K - $237K
|
4.94K
$235K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.03K+ 36.34% |
$188K - $193K
|
15.1K
$719K
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.93K+ 22.43% |
$184K - $189K
|
21.5K
$1.02M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
3.38KNew |
$158K - $162K
|
3.38K
$161K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.96KNew |
$138K - $142K
|
2.96K
$141K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2.01K+ 99.6% |
$94K - $96.5K
|
4.03K
$192K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 18.66% |
$54.7K - $56.2K
|
7.45K
$354K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
941+ 4.21% |
$43.9K - $45.1K
|
23.3K
$1.11M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
779New |
$36.4K - $37.4K
|
779
$37K
|
|
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 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 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
78New |
$3.64K - $3.74K
|
78
$3.71K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
951K+ 915.62% |
$43.9M - $45.7M
|
1.05M
$50.2M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
293K+ 97.9% |
$13.5M - $14.1M
|
592K
$28.1M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
175KNew |
$8.07M - $8.41M
|
175K
$8.32M
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
121K+ 39.12% |
$5.6M - $5.83M
|
432K
$20.5M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119K+ 869.56% |
$5.47M - $5.7M
|
132K
$6.28M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
104K+ 207756.0% |
$4.79M - $4.99M
|
104K
$4.94M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
88.3KNew |
$4.07M - $4.24M
|
88.3K
$4.2M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87.9K+ 140.58% |
$4.06M - $4.22M
|
150K
$7.15M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.7K+ 19.42% |
$3.54M - $3.68M
|
472K
$22.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.9K+ 96.48% |
$3.09M - $3.22M
|
136K
$6.48M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
64.1KNew |
$2.96M - $3.08M
|
64.1K
$3.05M
|