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 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
684New |
$32.2K - $32.8K
|
684
$32.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
650+ 7.19% |
$30.6K - $31.2K
|
9.7K
$457K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
648+ 12.38% |
$30.5K - $31.1K
|
5.88K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
562+ 1.14% |
$26.4K - $27K
|
49.9K
$2.35M
|
|
|
Oct 17, 2025
Q3 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
549+ 5.95% |
$25.8K - $26.3K
|
9.77K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
506New |
$23.8K - $24.3K
|
506
$23.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
499+ 7.82% |
$23.5K - $23.9K
|
6.88K
$325K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
486New |
$22.9K - $23.3K
|
486
$22.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
458+ 7.29% |
$21.5K - $22K
|
6.74K
$318K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
441+ 5.25% |
$20.7K - $21.2K
|
8.84K
$417K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
430+ 488.64% |
$20.2K - $20.6K
|
518
$24.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
400+ 0.34% |
$18.8K - $19.2K
|
117K
$5.5M
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
382+ 3.5% |
$18K - $18.3K
|
11.3K
$533K
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
371+ 2.95% |
$17.4K - $17.8K
|
13K
$611K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
367+ 9.29% |
$17.3K - $17.6K
|
4.32K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
288+ 1.65% |
$13.5K - $13.8K
|
17.7K
$835K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
279+ 2.23% |
$13.1K - $13.4K
|
12.8K
$603K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
264+ 12.73% |
$12.4K - $12.7K
|
2.34K
$110K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
261+ 7.14% |
$12.3K - $12.5K
|
3.92K
$185K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
208+ 4.52% |
$9.78K - $9.98K
|
4.81K
$227K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
207+ 985.71% |
$9.74K - $9.93K
|
228
$10.8K
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
201+ 10050.0% |
$9.45K - $9.64K
|
203
$9.57K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
176+ 12.27% |
$8.28K - $8.44K
|
1.61K
$75.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
BUY
|
- |
172+ 0.59% |
$8.09K - $8.25K
|
29.5K
$1.39M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
149+ 43.31% |
$7.01K - $7.15K
|
493
$23.2K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
141+ 2.66% |
$6.63K - $6.76K
|
5.45K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
136+ 0.63% |
$6.4K - $6.52K
|
21.8K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
117+ 2.54% |
$5.5K - $5.61K
|
4.72K
$222K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
115+ 1.78% |
$5.41K - $5.52K
|
6.57K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
112+ 1.55% |
$5.27K - $5.37K
|
7.36K
$347K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
90+ 1.89% |
$4.23K - $4.32K
|
4.86K
$229K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
84New |
$3.95K - $4.03K
|
84
$3.96K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
81+ 1.59% |
$3.81K - $3.89K
|
5.17K
$244K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71+ 1.79% |
$3.34K - $3.41K
|
4.04K
$190K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
67+ 0.36% |
$3.15K - $3.21K
|
18.5K
$872K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
57New |
$2.68K - $2.73K
|
57
$2.69K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
57New |
$2.68K - $2.73K
|
57
$2.69K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
50New |
$2.35K - $2.4K
|
50
$2.36K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
43+ 0.88% |
$2.02K - $2.06K
|
4.92K
$232K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.56% |
$1.65K - $1.68K
|
6.26K
$295K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
32New |
$1.5K - $1.54K
|
32
$1.51K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
31+ 0.09% |
$1.46K - $1.49K
|
34.9K
$1.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
22+ 0.93% |
$1.03K - $1.06K
|
2.38K
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
15New |
$705 - $720
|
15
$707
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8New |
$376 - $384
|
8
$377
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
6New |
$282 - $288
|
6
$283
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$47 - $48
|
1
$47.2
|
|
|
Nov 12, 2025
Q3 2025
|
Maseco LLP
London, |
BUY
|
- |
1New |
$47 - $48
|
1
$47.2
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.89% |
$47 - $48
|
113
$5.33K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.06% |
$47 - $48
|
1.8K
$84.7K
|
|