Raymond James & Associates Ishares Tr Esg Advanced High Y Transaction History

Raymond James & Associates

$161 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 25, 2022	BUY	$42.14 - $46.73 $6,363 - $7,056	151 Added 1.7%	9,044 $381,000
Q2 2022 Aug 12, 2022	SELL	$43.12 - $48.58 $91,974 - $103,621	-2,133 Reduced 19.35%	8,893 $387,000
Q1 2022 May 11, 2022	SELL	$47.28 - $51.53 $56,452 - $61,526	-1,194 Reduced 9.77%	11,026 $536,000
Q4 2021 Feb 08, 2022	BUY	$50.81 - $52.25 $116,354 - $119,652	2,290 Added 23.06%	12,220 $631,000
Q3 2021 Nov 02, 2021	SELL	$52.14 - $52.78 $15,172 - $15,358	-291 Reduced 2.85%	9,930 $519,000
Q2 2021 Aug 11, 2021	SELL	$51.75 - $52.57 $1.25 Million - $1.27 Million	-24,196 Reduced 70.3%	10,221 $537,000
Q1 2021 May 14, 2021	BUY	$51.26 - $52.65 $1.76 Million - $1.81 Million	34,417 New	34,417 $1.79 Million

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

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