Purchases and Sales Made in Q1 2022 in Ishares Tr Esg Advanced High Y (HYXF)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced High Y (HYXF) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED HIGH Y.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 22.39% |
$709 - $773
|
82
$3.82K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-210- 24.03% |
$9.93K - $10.8K
|
664
$30.9K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-232- 2.59% |
$11K - $12K
|
8.73K
$406K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-700- 3.12% |
$33.1K - $36.1K
|
21.7K
$1.01M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.19K- 9.77% |
$56.5K - $61.5K
|
11K
$513K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.27K- 3.76% |
$59.8K - $65.2K
|
32.4K
$1.51M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.71K- 4.94% |
$80.8K - $88K
|
32.8K
$1.53M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 10.39% |
$84.7K - $92.3K
|
15.4K
$719K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.25K- 13.77% |
$295K - $322K
|
39.1K
$1.82M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.77K- 43.33% |
$367K - $400K
|
10.2K
$473K
|
|
|
May 12, 2022
Q1 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-10.2K- 70.97% |
$480K - $524K
|
4.16K
$193K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-15.5KClosed |
$733K - $799K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-17.3K- 54.46% |
$818K - $891K
|
14.5K
$673K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-19.4KClosed |
$918K - $1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-38.9K- 33.16% |
$1.84M - $2.01M
|
78.5K
$3.65M
|