Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
185KNew |
$7.95M - $8.21M
|
185K
$8.59M
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 23.43% |
$864K - $892K
|
106K
$4.92M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
15.2KNew |
$653K - $674K
|
15.2K
$705K
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
13.4KNew |
$576K - $595K
|
13.4K
$622K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
7.96K+ 12.52% |
$343K - $354K
|
71.6K
$3.33M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.88K+ 15.3% |
$296K - $306K
|
51.8K
$2.41M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.6K+ 25.34% |
$241K - $249K
|
27.7K
$1.29M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
5.6K+ 49.4% |
$241K - $249K
|
16.9K
$788K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.9KNew |
$211K - $218K
|
4.9K
$228K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
4.81K+ 90.04% |
$207K - $214K
|
10.2K
$473K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.99KNew |
$129K - $133K
|
2.99K
$139K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.56K+ 31.37% |
$110K - $114K
|
10.7K
$499K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.55K+ 5.03% |
$110K - $114K
|
53.3K
$2.48M
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.51K+ 4.51% |
$108K - $112K
|
58.1K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.08KNew |
$89.6K - $92.6K
|
2.08K
$96.8K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.87K+ 4.81% |
$80.3K - $83K
|
40.6K
$1.89M
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.22K+ 4.7% |
$52.3K - $54.1K
|
27K
$1.26M
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$51.9K - $53.6K
|
1.2K
$56K
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
958+ 10.01% |
$41.3K - $42.6K
|
10.5K
$490K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
715+ 6.96% |
$30.8K - $31.8K
|
11K
$511K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
686+ 5.61% |
$29.5K - $30.5K
|
12.9K
$602K
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
334+ 26.57% |
$14.4K - $14.9K
|
1.59K
$74K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
104+ 0.54% |
$4.48K - $4.63K
|
19.4K
$902K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43New |
$1.85K - $1.91K
|
43
$2K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34+ 1.89% |
$1.46K - $1.51K
|
1.83K
$85.1K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
27+ 1.65% |
$1.16K - $1.2K
|
1.67K
$77.6K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$861 - $890
|
20
$931
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
11+ 1.22% |
$474 - $489
|
909
$42.3K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24- 30.0% |
$1.03K - $1.07K
|
56
$2.61K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39- 0.51% |
$1.68K - $1.74K
|
7.54K
$351K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-85- 0.36% |
$3.66K - $3.78K
|
23.7K
$1.1M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-182- 1.16% |
$7.84K - $8.1K
|
15.5K
$721K
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-192- 1.74% |
$8.27K - $8.54K
|
10.8K
$503K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 0.73% |
$8.53K - $8.81K
|
26.8K
$1.25M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-287- 2.11% |
$12.4K - $12.8K
|
13.3K
$619K
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-340- 20.74% |
$14.6K - $15.1K
|
1.3K
$60.5K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-388- 51.94% |
$16.7K - $17.3K
|
359
$16.7K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-668- 5.65% |
$28.8K - $29.7K
|
11.1K
$519K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-939- 79.44% |
$40.4K - $41.8K
|
243
$11.3K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.02K- 16.54% |
$43.9K - $45.3K
|
5.14K
$239K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.09K- 8.59% |
$46.8K - $48.3K
|
11.6K
$538K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.33K- 26.73% |
$57.3K - $59.2K
|
3.65K
$170K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.97K- 34.14% |
$128K - $132K
|
5.72K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.37K- 49.73% |
$145K - $150K
|
3.4K
$158K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.43K- 40.7% |
$191K - $197K
|
6.45K
$300K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.69K- 22.18% |
$202K - $209K
|
16.5K
$766K
|