Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
43.1K+ 1721.5% |
$1.98M - $2.02M
|
45.6K
$2.13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.1K+ 100.99% |
$1.48M - $1.51M
|
63.9K
$2.99M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 105.31% |
$970K - $989K
|
41.1K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 99.48% |
$876K - $893K
|
38.2K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 38.7% |
$591K - $602K
|
46K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.7K+ 179.49% |
$540K - $551K
|
18.3K
$854K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.28K+ 55.9% |
$336K - $342K
|
20.3K
$950K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
6.88K+ 44.17% |
$317K - $323K
|
22.4K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
6.47KNew |
$298K - $304K
|
6.47K
$303K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.41K+ 8.47% |
$295K - $301K
|
82K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.41K+ 8.24% |
$249K - $254K
|
71.1K
$3.32M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.81KNew |
$222K - $226K
|
4.81K
$225K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 11.01% |
$190K - $193K
|
41.5K
$1.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 1.72% |
$159K - $162K
|
204K
$9.52M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.95K+ 20.62% |
$136K - $139K
|
17.3K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 22.66% |
$115K - $117K
|
13.5K
$632K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.1K+ 82.31% |
$96.6K - $98.5K
|
4.65K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 16.48% |
$93.1K - $94.9K
|
14.3K
$668K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 7.57% |
$85K - $86.7K
|
26.2K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 167.62% |
$80.8K - $82.4K
|
2.8K
$131K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.7KNew |
$78.3K - $79.8K
|
1.7K
$79.5K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.41KNew |
$64.9K - $66.2K
|
1.41K
$65.9K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.27K+ 12.06% |
$58.3K - $59.4K
|
11.8K
$550K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
786+ 2.88% |
$36.2K - $36.9K
|
28.1K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
689+ 5.78% |
$31.7K - $32.3K
|
12.6K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
646+ 1.58% |
$29.8K - $30.3K
|
41.6K
$1.95M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
624+ 13.95% |
$28.7K - $29.3K
|
5.1K
$238K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562+ 3.08% |
$25.9K - $26.4K
|
18.8K
$880K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
480+ 7.19% |
$22.1K - $22.5K
|
7.16K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
326+ 6.72% |
$15K - $15.3K
|
5.18K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
203+ 4.54% |
$9.35K - $9.53K
|
4.67K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
148+ 2.79% |
$6.82K - $6.95K
|
5.45K
$255K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 32.52% |
$1.84K - $1.88K
|
163
$7.62K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 36.0% |
$829 - $845
|
68
$3.18K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.2% |
$92.1 - $93.9
|
168
$7.85K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.1 - $46.9
|
2.32K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.07% |
$184 - $188
|
5.39K
$252K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-34- 4.64% |
$1.57K - $1.6K
|
698
$32.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-68- 3.34% |
$3.13K - $3.19K
|
1.97K
$91.9K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-80- 10.71% |
$3.68K - $3.76K
|
667
$31.2K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-98- 6.46% |
$4.51K - $4.6K
|
1.42K
$66.4K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-142- 2.96% |
$6.54K - $6.67K
|
4.65K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-180- 2.23% |
$8.29K - $8.45K
|
7.91K
$370K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-470- 1.45% |
$21.6K - $22.1K
|
32.1K
$1.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-684- 66.02% |
$31.5K - $32.1K
|
352
$16.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-948- 1.4% |
$43.7K - $44.5K
|
66.8K
$3.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-954- 4.52% |
$43.9K - $44.8K
|
20.1K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.26K- 6.23% |
$58K - $59.1K
|
18.9K
$886K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.68K- 2.69% |
$77.6K - $79K
|
61K
$2.85M
|