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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 2.16% |
$195K - $216K
|
208K
$9.82M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-384- 7.53% |
$17K - $18.9K
|
4.71K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.46KNew |
$331K - $367K
|
7.46K
$352K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-6- 3.57% |
$266 - $295
|
162
$7.65K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-6.4K- 47.48% |
$284K - $314K
|
7.08K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 55.88% |
$1.69K - $1.87K
|
30
$1.42K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.56K+ 5.55% |
$202K - $224K
|
86.6K
$4.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.14% |
$44.4 - $49.1
|
699
$33K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
130New |
$5.77K - $6.38K
|
130
$6.14K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-42.8K- 93.84% |
$1.97M - $2.01M
|
2.81K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 22.66% |
$115K - $117K
|
13.5K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-98- 6.46% |
$4.51K - $4.6K
|
1.42K
$67K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 105.31% |
$970K - $989K
|
41.1K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-142- 2.96% |
$6.54K - $6.67K
|
4.65K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.28K+ 55.9% |
$336K - $342K
|
20.3K
$959K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.94K- 21.15% |
$135K - $138K
|
10.9K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.27K+ 12.06% |
$58.3K - $59.4K
|
11.8K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
148+ 2.79% |
$6.82K - $6.95K
|
5.45K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-180- 2.23% |
$8.29K - $8.45K
|
7.91K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 16.48% |
$93.1K - $94.9K
|
14.3K
$675K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.73K- 27.27% |
$172K - $175K
|
9.95K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
646+ 1.58% |
$29.8K - $30.3K
|
41.6K
$1.97M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.41K+ 8.24% |
$249K - $254K
|
71.1K
$3.36M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.7K+ 179.49% |
$540K - $551K
|
18.3K
$863K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.68K- 2.69% |
$77.6K - $79K
|
61K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
689+ 5.78% |
$31.7K - $32.3K
|
12.6K
$595K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 7.57% |
$85K - $86.7K
|
26.2K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 99.48% |
$876K - $893K
|
38.2K
$1.8M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-948- 1.4% |
$43.7K - $44.5K
|
66.8K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.95K+ 20.62% |
$136K - $139K
|
17.3K
$815K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
480+ 7.19% |
$22.1K - $22.5K
|
7.16K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.1K+ 82.31% |
$96.6K - $98.5K
|
4.65K
$219K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-470- 1.45% |
$21.6K - $22.1K
|
32.1K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
326+ 6.72% |
$15K - $15.3K
|
5.18K
$244K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.81KNew |
$222K - $226K
|
4.81K
$227K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 38.7% |
$591K - $602K
|
46K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.41KNew |
$64.9K - $66.2K
|
1.41K
$66.6K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-68- 3.34% |
$3.13K - $3.19K
|
1.97K
$92.8K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
786+ 2.88% |
$36.2K - $36.9K
|
28.1K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 11.01% |
$190K - $193K
|
41.5K
$1.96M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 32.52% |
$1.84K - $1.88K
|
163
$7.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
203+ 4.54% |
$9.35K - $9.53K
|
4.67K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.74K- 36.22% |
$218K - $222K
|
8.35K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.7KNew |
$78.3K - $79.8K
|
1.7K
$80.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 167.62% |
$80.8K - $82.4K
|
2.8K
$132K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-80- 10.71% |
$3.68K - $3.76K
|
667
$31.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.07K- 57.38% |
$326K - $332K
|
5.25K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-31.9K- 34.43% |
$1.47M - $1.5M
|
60.7K
$2.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-954- 4.52% |
$43.9K - $44.8K
|
20.1K
$951K
|
|