Latest Institutional Transactions on Ishares Tr Esg Advanced High Y (HYXF)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Advanced High Y (HYXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.48% |
$494 - $521
|
2.31K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.14K
|
24
$1.12K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 14.9% |
$1.1M - $1.16M
|
189K
$8.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.58K+ 9.44% |
$251K - $264K
|
64.7K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 21.98% |
$128K - $135K
|
15.9K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
730New |
$32.8K - $34.6K
|
730
$34K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.53K+ 15.82% |
$114K - $120K
|
18.5K
$861K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
782New |
$35.1K - $37K
|
782
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315- 2.77% |
$14.2K - $14.9K
|
11.1K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.19KNew |
$233K - $246K
|
5.19K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.8K- 53.68% |
$1.12M - $1.18M
|
21.4K
$997K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.65K+ 2.82% |
$74.1K - $78.1K
|
60.1K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 0.87% |
$4.49K - $4.73K
|
11.6K
$538K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 36.34% |
$74.5K - $78.5K
|
6.22K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 14.53% |
$170K - $179K
|
29.8K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.92K+ 65.61% |
$131K - $138K
|
7.36K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
384+ 2.91% |
$17.3K - $18.2K
|
13.6K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 1.19% |
$15K - $15.8K
|
28.3K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 8.03% |
$50.4K - $53.1K
|
12.9K
$598K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
459+ 30.72% |
$20.6K - $21.7K
|
1.95K
$90.9K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
100+ 1.55% |
$4.49K - $4.73K
|
6.54K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
152+ 1.22% |
$6.83K - $7.2K
|
12.6K
$585K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
28.5KNew |
$1.28M - $1.35M
|
28.5K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
666+ 4.95% |
$29.9K - $31.5K
|
14.1K
$657K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.02% |
$180 - $189
|
19.4K
$903K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.61% |
$2.43K - $2.56K
|
3.42K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.04K+ 16.96% |
$137K - $144K
|
21K
$976K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.42KNew |
$199K - $209K
|
4.42K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
325+ 1.35% |
$14.6K - $15.4K
|
24.4K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-647- 11.14% |
$29.1K - $30.6K
|
5.16K
$240K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.5K+ 6.76% |
$247K - $260K
|
86.9K
$4.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13.2K- 45.8% |
$595K - $627K
|
15.7K
$730K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 4.13% |
$57.2K - $60.3K
|
32.1K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.84KNew |
$218K - $229K
|
4.84K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.2K+ 10.72% |
$144K - $152K
|
33.1K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.88% |
$135 - $142
|
163
$7.59K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.32K- 21.41% |
$284K - $299K
|
23.2K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
329+ 8.87% |
$14.8K - $15.6K
|
4.04K
$188K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.89K+ 36.81% |
$220K - $232K
|
18.2K
$846K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 44.12% |
$674 - $710
|
49
$2.28K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7.6K+ 160.49% |
$341K - $360K
|
12.3K
$574K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.39KNew |
$197K - $208K
|
4.39K
$204K
|
|
|
Oct 21, 2024
Q3 2024
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-2.99K- 12.14% |
$134K - $141K
|
21.6K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 4.63% |
$81.6K - $86K
|
41.1K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
787+ 1.26% |
$35.4K - $37.3K
|
63.4K
$2.95M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-45- 0.98% |
$2.02K - $2.13K
|
4.55K
$212K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.64K+ 5.4% |
$164K - $172K
|
71K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-158- 13.34% |
$7.1K - $7.48K
|
1.03K
$47.8K
|