Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27KNew |
$1.22M - $1.24M
|
27K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
25.9K+ 80.67% |
$1.16M - $1.19M
|
58K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
23.6KNew |
$1.06M - $1.08M
|
23.6K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9KNew |
$894K - $911K
|
19.9K
$926K
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 15.88% |
$885K - $901K
|
144K
$6.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
14.4K+ 31.98% |
$649K - $661K
|
59.5K
$2.77M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
13.4KNew |
$603K - $614K
|
13.4K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
11.3K+ 25.11% |
$507K - $516K
|
56.2K
$2.61M
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
6.87K+ 9.58% |
$309K - $315K
|
78.6K
$3.66M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.48K+ 40.61% |
$246K - $251K
|
19K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.37K+ 7.85% |
$196K - $200K
|
60.1K
$2.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.31KNew |
$149K - $151K
|
3.31K
$154K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 15.04% |
$126K - $128K
|
21.4K
$998K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.67K+ 24.8% |
$120K - $122K
|
13.4K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.31KNew |
$104K - $106K
|
2.31K
$107K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 15.73% |
$83.1K - $84.7K
|
13.6K
$633K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.84K+ 16.67% |
$82.5K - $84K
|
12.8K
$598K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 11.07% |
$60K - $61.1K
|
13.4K
$623K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
838+ 761.82% |
$37.7K - $38.4K
|
948
$44.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
747+ 2.77% |
$33.6K - $34.2K
|
27.7K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
681New |
$30.6K - $31.2K
|
681
$31.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
429+ 48.04% |
$19.3K - $19.6K
|
1.32K
$61.5K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
338+ 14.34% |
$15.2K - $15.5K
|
2.7K
$125K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
276+ 0.7% |
$12.4K - $12.6K
|
39.6K
$1.84M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 27600.0% |
$12.4K - $12.6K
|
277
$12.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
227+ 0.95% |
$10.2K - $10.4K
|
24.2K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
202+ 1.97% |
$9.08K - $9.25K
|
10.5K
$488K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
197New |
$8.86K - $9.02K
|
197
$9.17K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
158New |
$7.1K - $7.23K
|
158
$7.35K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
149+ 3.31% |
$6.7K - $6.82K
|
4.66K
$217K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
81+ 7.46% |
$3.64K - $3.71K
|
1.17K
$54.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.43% |
$899 - $916
|
4.71K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3+ 0.02% |
$135 - $137
|
19.4K
$902K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 5.26% |
$45 - $45.8
|
18
$838
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 48.75% |
$1.75K - $1.79K
|
41
$1.91K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-45- 1.2% |
$2.02K - $2.06K
|
3.71K
$173K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-62- 0.51% |
$2.79K - $2.84K
|
12.1K
$562K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-134- 8.97% |
$6.02K - $6.14K
|
1.36K
$63.3K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 99.5% |
$8.99K - $9.16K
|
1
$46.5
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 99.5% |
$8.99K - $9.16K
|
1
$46.5
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-238- 66.3% |
$10.7K - $10.9K
|
121
$5.63K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-406- 5.3% |
$18.3K - $18.6K
|
7.25K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-661- 12.68% |
$29.7K - $30.3K
|
4.55K
$212K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-730- 72.49% |
$32.8K - $33.4K
|
277
$12.9K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 4.38% |
$46.3K - $47.1K
|
22.5K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 9.45% |
$58.7K - $59.8K
|
12.5K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.56K- 10.39% |
$70.3K - $71.6K
|
13.5K
$627K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.59K- 28.08% |
$71.5K - $72.9K
|
4.07K
$190K
|