Live Oak Investment Partners Ishares Tr Esg Advanced High Y Transaction History

Live Oak Investment Partners

$123 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$42.83 - $45.39 $3,469 - $3,676	-81 Closed	0 $0
Q4 2022 Feb 15, 2023	BUY	$42.01 - $44.6 $3,402 - $3,612	81 New	81 $3,000

Others Institutions Holding HYXF

# of Institutions

62

Shares Held

1.21M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

165K
Shares

$7.68 Million
0.28% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.24 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

86.9K
Shares

$4.05 Million
1.47% of portfolio
Colorado Capital Management, Inc.

71K
Shares

$3.31 Million
1.66% of portfolio
Commonwealth Equity Services, LLC

63.4K
Shares

$2.96 Million
0.0% of portfolio

About ISHARES TR ESG ADVANCED HIGH Y

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