Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1K+ 109.19% |
$1.07M - $1.1M
|
46.3K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 538.73% |
$974K - $998K
|
26K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21K+ 14.61% |
$931K - $954K
|
165K
$7.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.3KNew |
$547K - $560K
|
12.3K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$448K - $459K
|
10.1K
$470K
|
|
|
Jul 25, 2024
Q2 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
7.85K+ 13.19% |
$349K - $357K
|
67.4K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.66K+ 23.41% |
$251K - $257K
|
29.8K
$1.39M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
4.74KNew |
$210K - $215K
|
4.74K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.6KNew |
$204K - $209K
|
4.6K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.45KNew |
$197K - $202K
|
4.45K
$207K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 79.18% |
$194K - $198K
|
9.88K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.14K+ 57.03% |
$184K - $188K
|
11.4K
$530K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.46K+ 13.29% |
$154K - $157K
|
29.5K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.16K+ 11.39% |
$140K - $143K
|
30.8K
$1.44M
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.81K+ 3.58% |
$125K - $128K
|
81.4K
$3.79M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.52K+ 4.2% |
$112K - $115K
|
62.6K
$2.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.45KNew |
$109K - $111K
|
2.45K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.37K+ 17.42% |
$105K - $108K
|
16K
$743K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.26K+ 4.02% |
$100K - $103K
|
58.4K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.87K+ 69.28% |
$82.9K - $84.9K
|
4.56K
$212K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 7.21% |
$71.9K - $73.7K
|
24.1K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 1.98% |
$50.9K - $52.1K
|
59.1K
$2.75M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 8.82% |
$50.2K - $51.4K
|
14K
$650K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
984+ 9.39% |
$43.7K - $44.7K
|
11.5K
$533K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
899+ 3.32% |
$39.9K - $40.9K
|
27.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
813+ 119.38% |
$36.1K - $37K
|
1.49K
$69.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
780+ 6.24% |
$34.6K - $35.5K
|
13.3K
$618K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 7.07% |
$18.9K - $19.3K
|
6.44K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
384+ 1.62% |
$17K - $17.5K
|
24K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
334+ 2.76% |
$14.8K - $15.2K
|
12.4K
$578K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
122New |
$5.41K - $5.54K
|
122
$5.68K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
88+ 9.28% |
$3.91K - $4K
|
1.04K
$48.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
84+ 1.47% |
$3.73K - $3.82K
|
5.81K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 0.87% |
$2.66K - $2.73K
|
6.97K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 1.69% |
$2.49K - $2.55K
|
3.36K
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
46+ 0.34% |
$2.04K - $2.09K
|
13.5K
$626K
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
22+ 1.66% |
$976 - $1K
|
1.34K
$62.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
17+ 1.46% |
$754 - $773
|
1.18K
$55.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.03% |
$222 - $227
|
19.4K
$903K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.27% |
$88.8 - $90.9
|
160
$7.45K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.17% |
$178 - $182
|
2.3K
$107K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7- 17.07% |
$311 - $318
|
34
$1.58K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-267- 1.98% |
$11.8K - $12.1K
|
13.2K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-276- 99.64% |
$12.2K - $12.5K
|
1
$46.5
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-292- 0.74% |
$13K - $13.3K
|
39.3K
$1.83M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-396- 2.96% |
$17.6K - $18K
|
13K
$605K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.04K- 5.47% |
$46.1K - $47.2K
|
17.9K
$835K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.04K- 3.46% |
$46.1K - $47.2K
|
28.9K
$1.35M
|