Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
28.5KNew |
$1.28M - $1.35M
|
28.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 14.9% |
$1.1M - $1.16M
|
189K
$8.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7.6K+ 160.49% |
$341K - $360K
|
12.3K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.58K+ 9.44% |
$251K - $264K
|
64.7K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.5K+ 6.76% |
$247K - $260K
|
86.9K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.19KNew |
$233K - $246K
|
5.19K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.89K+ 36.81% |
$220K - $232K
|
18.2K
$846K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.84KNew |
$218K - $229K
|
4.84K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.42KNew |
$199K - $209K
|
4.42K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.39KNew |
$197K - $208K
|
4.39K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 14.53% |
$170K - $179K
|
29.8K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.64K+ 5.4% |
$164K - $172K
|
71K
$3.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.2K+ 10.72% |
$144K - $152K
|
33.1K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.04K+ 16.96% |
$137K - $144K
|
21K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.92K+ 65.61% |
$131K - $138K
|
7.36K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 21.98% |
$128K - $135K
|
15.9K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.53K+ 15.82% |
$114K - $120K
|
18.5K
$861K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 4.63% |
$81.6K - $86K
|
41.1K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 36.34% |
$74.5K - $78.5K
|
6.22K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.65K+ 2.82% |
$74.1K - $78.1K
|
60.1K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 4.13% |
$57.2K - $60.3K
|
32.1K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
787+ 1.26% |
$35.4K - $37.3K
|
63.4K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
782New |
$35.1K - $37K
|
782
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
730New |
$32.8K - $34.6K
|
730
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
666+ 4.95% |
$29.9K - $31.5K
|
14.1K
$657K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
588New |
$26.4K - $27.8K
|
588
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
459+ 30.72% |
$20.6K - $21.7K
|
1.95K
$90.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
384+ 2.91% |
$17.3K - $18.2K
|
13.6K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 1.19% |
$15K - $15.8K
|
28.3K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
329+ 8.87% |
$14.8K - $15.6K
|
4.04K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
325+ 1.35% |
$14.6K - $15.4K
|
24.4K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
152+ 1.22% |
$6.83K - $7.2K
|
12.6K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
100+ 1.55% |
$4.49K - $4.73K
|
6.54K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 0.87% |
$4.49K - $4.73K
|
11.6K
$538K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.61% |
$2.43K - $2.56K
|
3.42K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.14K
|
24
$1.12K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
22+ 1.64% |
$988 - $1.04K
|
1.37K
$63.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 44.12% |
$674 - $710
|
49
$2.28K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.48% |
$494 - $521
|
2.31K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.02% |
$180 - $189
|
19.4K
$903K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.88% |
$135 - $142
|
163
$7.59K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-45- 0.98% |
$2.02K - $2.13K
|
4.55K
$212K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-158- 13.34% |
$7.1K - $7.48K
|
1.03K
$47.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315- 2.77% |
$14.2K - $14.9K
|
11.1K
$515K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-647- 11.14% |
$29.1K - $30.6K
|
5.16K
$240K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 8.03% |
$50.4K - $53.1K
|
12.9K
$598K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2.99K- 12.14% |
$134K - $141K
|
21.6K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.32K- 21.41% |
$284K - $299K
|
23.2K
$1.08M
|