Diversified Trust CO Ishares Tr Esg Advanced High Y Transaction History

Diversified Trust CO

$3.27 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$43.12 - $48.58 $471,646 - $531,368	-10,938 Closed	0 $0
Q1 2022 Apr 07, 2022	BUY	$47.28 - $51.53 $517,148 - $563,635	10,938 New	10,938 $531,000

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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