Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29K+ 96.11% |
$1.22M - $1.29M
|
59.2K
$2.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15K+ 44.19% |
$630K - $669K
|
48.9K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
12.9K+ 41.54% |
$541K - $574K
|
43.8K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.7KNew |
$532K - $565K
|
12.7K
$589K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.11K+ 33.49% |
$383K - $406K
|
36.3K
$1.69M
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.69KNew |
$365K - $388K
|
8.69K
$404K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.65KNew |
$195K - $207K
|
4.65K
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.55K+ 473.88% |
$191K - $203K
|
5.52K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
4.23K+ 10.24% |
$178K - $188K
|
45.5K
$2.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.34K+ 5.43% |
$140K - $149K
|
64.8K
$3.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.18K+ 97.63% |
$133K - $142K
|
6.43K
$299K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.05KNew |
$128K - $136K
|
3.05K
$142K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.45K+ 12.62% |
$103K - $109K
|
21.8K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$84K - $89.2K
|
2K
$93.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.9K+ 4.95% |
$79.9K - $84.9K
|
40.3K
$1.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 24.52% |
$56.8K - $60.3K
|
6.87K
$320K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.24K+ 8.28% |
$51.9K - $55.1K
|
16.2K
$752K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
831+ 5.39% |
$34.9K - $37.1K
|
16.3K
$757K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
304New |
$12.8K - $13.6K
|
304
$14.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
288+ 0.86% |
$12.1K - $12.8K
|
33.8K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
200+ 3.51% |
$8.4K - $8.92K
|
5.9K
$275K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159+ 1.63% |
$6.68K - $7.09K
|
9.9K
$461K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
145+ 1.05% |
$6.09K - $6.47K
|
14K
$650K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
98New |
$4.12K - $4.37K
|
98
$4.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
92New |
$3.86K - $4.1K
|
92
$4.28K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
81New |
$3.4K - $3.61K
|
81
$3.77K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
68+ 1.01% |
$2.86K - $3.03K
|
6.81K
$317K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
61New |
$2.56K - $2.72K
|
61
$2.84K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18+ 0.27% |
$756 - $803
|
6.77K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7+ 63.64% |
$294 - $312
|
18
$838
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.56% |
$42 - $44.6
|
40
$1.86K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1- 0.01% |
$42 - $44.6
|
7.22K
$336K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-30- 11.54% |
$1.26K - $1.34K
|
230
$10.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 0.39% |
$1.55K - $1.65K
|
9.41K
$438K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-84- 5.04% |
$3.53K - $3.75K
|
1.58K
$73.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-109- 0.79% |
$4.58K - $4.86K
|
13.6K
$633K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-228- 20.56% |
$9.58K - $10.2K
|
881
$41K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 1.3% |
$10.5K - $11.2K
|
19K
$885K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-258- 4.85% |
$10.8K - $11.5K
|
5.06K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-638- 2.66% |
$26.8K - $28.5K
|
23.3K
$1.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-808- 13.36% |
$33.9K - $36K
|
5.24K
$244K
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-976- 37.32% |
$41K - $43.5K
|
1.64K
$76.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.33K- 20.22% |
$55.7K - $59.1K
|
5.23K
$244K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.5K- 7.27% |
$62.9K - $66.8K
|
19.1K
$889K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.41K- 11.91% |
$101K - $107K
|
17.8K
$828K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.74K- 24.7% |
$199K - $211K
|
14.4K
$672K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-17.7K- 22.77% |
$744K - $790K
|
60.1K
$2.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.5K- 53.81% |
$902K - $958K
|
18.4K
$858K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.5K- 43.25% |
$1.11M - $1.18M
|
34.8K
$1.62M
|