Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
51.6KNew |
$2.42M - $2.45M
|
51.6K
$2.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
24KNew |
$1.13M - $1.14M
|
24K
$1.13M
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
22.4KNew |
$1.05M - $1.06M
|
22.4K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 10.43% |
$1.02M - $1.03M
|
230K
$10.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.1KNew |
$710K - $720K
|
15.1K
$712K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11K+ 31.95% |
$513K - $521K
|
45.2K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.9KNew |
$417K - $423K
|
8.9K
$418K
|
|
|
Nov 12, 2025
Q3 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.68K+ 37.8% |
$360K - $365K
|
28K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.33K+ 66.81% |
$344K - $349K
|
18.3K
$861K
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
5.16KNew |
$242K - $245K
|
5.16K
$242K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
5.08K+ 7.08% |
$238K - $241K
|
76.7K
$3.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.91KNew |
$230K - $233K
|
4.91K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
4.75K+ 7.66% |
$223K - $226K
|
66.7K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.43KNew |
$208K - $211K
|
4.43K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.85K+ 7.78% |
$180K - $183K
|
53.3K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.08K+ 20.13% |
$145K - $147K
|
18.4K
$865K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
2.68K+ 5.98% |
$126K - $127K
|
47.5K
$2.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.58K+ 2.97% |
$121K - $123K
|
89.2K
$4.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.46K+ 5.16% |
$68.5K - $69.5K
|
29.8K
$1.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 4456.67% |
$62.7K - $63.6K
|
1.37K
$64.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.29K+ 3.08% |
$60.5K - $61.4K
|
43.2K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$60.1K - $61K
|
1.28K
$60.3K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 4.31% |
$53.3K - $54.1K
|
27.6K
$1.3M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
797+ 10.68% |
$37.4K - $37.9K
|
8.26K
$388K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
703+ 3.26% |
$33K - $33.4K
|
22.2K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
672New |
$31.5K - $32K
|
672
$31.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
657New |
$30.8K - $31.2K
|
657
$30.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
634+ 13.99% |
$29.7K - $30.2K
|
5.17K
$243K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
430New |
$20.2K - $20.5K
|
430
$20.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
389+ 17.99% |
$18.2K - $18.5K
|
2.55K
$120K
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
181+ 1.03% |
$8.49K - $8.61K
|
17.8K
$836K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
179+ 3.32% |
$8.39K - $8.51K
|
5.57K
$262K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
177New |
$8.3K - $8.42K
|
177
$8.32K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
115+ 2.37% |
$5.39K - $5.47K
|
4.97K
$234K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
107+ 0.59% |
$5.02K - $5.09K
|
18.2K
$858K
|
|
|
Nov 06, 2025
Q3 2025
|
Mason & Associates Inc
|
BUY
|
- |
105+ 1.63% |
$4.92K - $4.99K
|
6.56K
$309K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
98+ 2.08% |
$4.59K - $4.66K
|
4.81K
$226K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
87+ 0.8% |
$4.08K - $4.14K
|
11K
$517K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
69+ 1.48% |
$3.23K - $3.28K
|
4.72K
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
69+ 0.55% |
$3.23K - $3.28K
|
12.6K
$595K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
44+ 3.1% |
$2.06K - $2.09K
|
1.46K
$68.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
22+ 1.54% |
$1.03K - $1.05K
|
1.46K
$68.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.6% |
$797 - $809
|
2.84K
$133K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7New |
$328 - $333
|
7
$329
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.23% |
$93.8 - $95.1
|
164
$7.71K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46.9 - $47.6
|
1
$47
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-15- 1.79% |
$703 - $713
|
822
$38.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 50.0% |
$4.69K - $4.76K
|
100
$4.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-133- 2.92% |
$6.24K - $6.33K
|
4.42K
$208K
|
|
|
Nov 14, 2025
Q3 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-164- 3.12% |
$7.69K - $7.8K
|
5.09K
$239K
|