Morgan Stanley Ishares Tr Esg Advanced High Y Transaction History

Morgan Stanley

$1.35 Trillion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 16, 2024	SELL	$44.96 - $45.79 $8,992 - $9,158	-200 Reduced 99.5%	1 $0
Q1 2024 May 15, 2024	SELL	$44.96 - $45.79 $8,992 - $9,158	-200 Reduced 99.5%	1 $0
Q4 2023 Aug 16, 2024	BUY	$42.09 - $45.76 $8,418 - $9,152	200 Added 20000.0%	201 $9,000
Q4 2023 Feb 13, 2024	SELL	$42.09 - $45.76 $1,767 - $1,921	-42 Reduced 17.28%	201 $9,000
Q3 2023 Nov 15, 2023	SELL	$43.07 - $44.49 $40,442 - $41,776	-939 Reduced 79.44%	243 $10,000
Q2 2023 Aug 14, 2023	BUY	$43.32 - $44.31 $40,590 - $41,518	937 Added 382.45%	1,182 $52,000
Q1 2023 May 15, 2023	BUY	$42.83 - $45.39 $1,841 - $1,951	43 Added 21.29%	245 $10,000
Q3 2022 Nov 14, 2022	BUY	$42.14 - $46.73 $8,428 - $9,346	200 Added 10000.0%	202 $8,000
Q2 2022 Oct 27, 2022	SELL	$43.12 - $48.58 $8,279 - $9,327	-192 Reduced 98.97%	2 $0
Q2 2022 Aug 15, 2022	SELL	$43.12 - $48.58 $8,279 - $9,327	-192 Reduced 98.97%	2 $0
Q1 2022 Oct 27, 2022	BUY	$47.28 - $51.53 $9,077 - $9,893	192 Added 9600.0%	194 $9,000
Q1 2022 May 13, 2022	BUY	$47.28 - $51.53 $9,125 - $9,945	193 Added 19300.0%	194 $9,000
Q4 2021 Feb 14, 2022	SELL	$50.81 - $52.25 $254,050 - $261,250	-5,000 Reduced 99.98%	1 $0
Q3 2021 Nov 15, 2021	BUY	$52.14 - $52.78 $260,752 - $263,952	5,001 New	5,001 $262,000

Others Institutions Holding HYXF

# of Institutions

65

Shares Held

1.24M

Call Options Held

0

Put Options Held

0

Sig Fig Wealth Management, LLC San Francisco, CA

189K
Shares

$8.8 Million
0.33% of portfolio
Black Rock Inc. New York, NY

112K
Shares

$5.23 Million
0.0% of portfolio
Financial Network Wealth Management LLC Draper, UT

86.9K
Shares

$4.04 Million
1.47% of portfolio
Colorado Capital Management, Inc.

71K
Shares

$3.31 Million
1.66% of portfolio
Ubs Group Ag

64.7K
Shares

$3.01 Million
0.0% of portfolio

About ISHARES TR ESG ADVANCED HIGH Y

Ticker HYXF
Sector ETFs
Industry ETFs

More about HYXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.