Balanced Rock Investment Advisor Ishares Tr Esg Advanced High Y Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 58,440 shares of HYXF stock, worth $2.73 Million. This represents 2.22% of its overall portfolio holdings.
Number of Shares
58,440
Previous 56,184
4.02%
Holding current value
$2.73 Million
Previous $2.57 Billion
2.83%
% of portfolio
2.22%
Previous 2.19%
Shares
3 transactions
Others Institutions Holding HYXF
# of Institutions
62Shares Held
1.21MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA165KShares$7.68 Million0.28% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.24 Million0.0% of portfolio
-
Financial Network Wealth Management LLC Draper, UT86.9KShares$4.05 Million1.47% of portfolio
-
Colorado Capital Management, Inc.71KShares$3.31 Million1.66% of portfolio
-
Commonwealth Equity Services, LLC63.4KShares$2.96 Million0.0% of portfolio