One Wealth Advisors, LLC Ishares Tr Esg Advanced High Y Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$43.12 - $48.58 $836,959 - $942,937	-19,410 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$47.28 - $51.53 $917,704 - $1 Million	19,410 New	19,410 $943,000

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
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