Purchases and Sales Made in Q3 2025 in Ishares Tr Edge High Yield Def (HYDB)
This table provides information about the institutional ownership of Ishares Tr Edge High Yield Def (HYDB) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR EDGE HIGH YIELD DEF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
1.06MNew |
$49.7M - $50.6M
|
1.06M
$49.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
232K+ 7.91% |
$10.9M - $11.1M
|
3.16M
$149M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
187K+ 77.66% |
$8.79M - $8.97M
|
428K
$20.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
139K+ 669.87% |
$6.55M - $6.68M
|
160K
$7.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108KNew |
$5.09M - $5.2M
|
108K
$5.11M
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
108K+ 106.82% |
$5.07M - $5.17M
|
209K
$9.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.2K+ 10.27% |
$4.34M - $4.42M
|
990K
$46.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.9K+ 22.91% |
$3.99M - $4.07M
|
456K
$21.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.2K+ 6.35% |
$3.91M - $3.99M
|
1.39M
$65.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75.2KNew |
$3.53M - $3.61M
|
75.2K
$3.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.9K+ 8.66% |
$3.48M - $3.55M
|
928K
$43.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
68.2K+ 29.43% |
$3.21M - $3.27M
|
300K
$14.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
66.2K+ 83.74% |
$3.11M - $3.18M
|
145K
$6.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
65.7K+ 41.18% |
$3.09M - $3.15M
|
225K
$10.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
50.9K+ 15.91% |
$2.39M - $2.44M
|
371K
$17.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
43.4K+ 17.56% |
$2.04M - $2.08M
|
291K
$13.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
43.1K+ 8.68% |
$2.03M - $2.07M
|
539K
$25.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.5K+ 13.42% |
$1.91M - $1.94M
|
342K
$16.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
BUY
|
- |
37.5K+ 46.05% |
$1.76M - $1.8M
|
119K
$5.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.2K+ 2.86% |
$1.7M - $1.74M
|
1.3M
$61.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
BUY
|
- |
33.9K+ 24.59% |
$1.59M - $1.63M
|
172K
$8.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
32.5K+ 14.12% |
$1.53M - $1.56M
|
263K
$12.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
26.9KNew |
$1.26M - $1.29M
|
26.9K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
23.2K+ 10.19% |
$1.09M - $1.11M
|
250K
$11.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.5K+ 108.88% |
$1.06M - $1.08M
|
43.2K
$2.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
20.3K+ 4.41% |
$957K - $976K
|
482K
$22.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
18.8K+ 1695.32% |
$886K - $904K
|
19.9K
$940K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
17.2KNew |
$808K - $825K
|
17.2K
$810K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.6K+ 57.56% |
$781K - $796K
|
45.4K
$2.14M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
16.4KNew |
$774K - $789K
|
16.4K
$776K
|
|
|
Nov 10, 2025
Q3 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
16.4K+ 101.88% |
$772K - $788K
|
32.5K
$1.53M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
14.6K+ 16.23% |
$688K - $701K
|
105K
$4.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
14.3K+ 50.42% |
$673K - $686K
|
42.7K
$2.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.2KNew |
$668K - $681K
|
14.2K
$670K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.1K+ 11.65% |
$665K - $679K
|
136K
$6.39M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
13.1K+ 53.88% |
$615K - $627K
|
37.4K
$1.76M
|
|
|
Oct 14, 2025
Q3 2025
|
Tl Private Wealth
|
BUY
|
- |
12.9K+ 6.41% |
$605K - $617K
|
213K
$10.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 42.34% |
$570K - $581K
|
40.7K
$1.92M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
12KNew |
$562K - $574K
|
12K
$564K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 25.84% |
$551K - $562K
|
57.1K
$2.69M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.5K+ 5.54% |
$543K - $554K
|
220K
$10.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
11.1K+ 65.41% |
$520K - $530K
|
28K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9K+ 45.55% |
$513K - $523K
|
34.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.7K+ 53.33% |
$501K - $512K
|
30.7K
$1.45M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.5K+ 43.06% |
$493K - $503K
|
34.8K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9.99K+ 2.95% |
$470K - $479K
|
349K
$16.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.98K+ 66.26% |
$469K - $479K
|
25K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.76K+ 20.56% |
$459K - $468K
|
57.3K
$2.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
9.44KNew |
$444K - $453K
|
9.44K
$445K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9.36K+ 3.47% |
$440K - $449K
|
279K
$13.1M
|
|