Balanced Rock Investment Advisor Ishares Tr Esg Advanced High Y Transaction History

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

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 66,728 shares of HYXF stock, worth $3.14 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

66,728

Previous 61,981 7.66%

Holding current value

$3.14 Million

Previous $2.94 Billion 7.63%

% of portfolio

2.32%

Previous 2.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$46.88 - $47.56 $222,539 - $225,767	4,747 Added 7.66%	66,728 $3.17 Billion
Q2 2025 Aug 14, 2025	BUY	$44.39 - $49.11 $43,457 - $48,078	979 Added 1.6%	61,981 $2.94 Billion
Q1 2025 May 12, 2025	SELL	$46.06 - $46.94 $77,565 - $79,046	-1,684 Reduced 2.69%	61,002 $2.82 Billion
Q4 2024 Feb 13, 2025	BUY	$46.03 - $47.13 $119,539 - $122,396	2,597 Added 4.32%	62,686 $2.9 Billion
Q3 2024 Nov 13, 2024	BUY	$44.93 - $47.34 $74,089 - $78,063	1,649 Added 2.82%	60,089 $2.84 Billion
Q2 2024 Jul 31, 2024	BUY	$44.38 - $45.45 $100,121 - $102,535	2,256 Added 4.02%	58,440 $2.64 Billion
Q1 2024 May 13, 2024	BUY	$44.96 - $45.79 $506,968 - $516,328	11,276 Added 25.11%	56,184 $2.57 Billion
Q4 2023 Feb 13, 2024	BUY	$42.09 - $45.76 $1.89 Million - $2.05 Million	44,908 New	44,908 $2.04 Billion

Others Institutions Holding HYXF

# of Institutions

Shares Held

1.55M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED HIGH Y

Ticker HYXF
Sector ETFs
Industry ETFs

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Balanced Rock Investment Advisor Ishares Tr Esg Advanced High Y Transaction History