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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35- 0.32% |
$1.55K - $1.72K
|
10.9K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
563+ 0.79% |
$25K - $27.6K
|
71.7K
$3.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53KNew |
$201K - $223K
|
4.53K
$213K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02K+ 7.16% |
$45.4K - $50.2K
|
15.3K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.37K+ 20.37% |
$371K - $411K
|
49.4K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.55K- 18.83% |
$113K - $125K
|
11K
$517K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
979+ 1.6% |
$43.5K - $48.1K
|
62K
$2.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264+ 0.63% |
$11.7K - $13K
|
41.9K
$1.97M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-317- 6.12% |
$14.1K - $15.6K
|
4.86K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 62.05% |
$77.4K - $85.6K
|
4.55K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.2K- 87.97% |
$2.49M - $2.76M
|
7.69K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.98K+ 16.82% |
$87.8K - $97.2K
|
13.7K
$647K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15- 0.28% |
$666 - $737
|
5.37K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
186+ 3.41% |
$8.26K - $9.13K
|
5.64K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-23- 0.18% |
$1.02K - $1.13K
|
12.6K
$592K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 58.35% |
$1.19M - $1.32M
|
72.8K
$3.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
723+ 15.48% |
$32.1K - $35.5K
|
5.39K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-685- 3.75% |
$30.4K - $33.6K
|
17.6K
$828K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
194+ 0.74% |
$8.61K - $9.53K
|
26.4K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.16K- 25.82% |
$95.7K - $106K
|
6.19K
$292K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
79+ 1.51% |
$3.51K - $3.88K
|
5.31K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
183+ 0.65% |
$8.12K - $8.99K
|
28.3K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
442+ 1.97% |
$19.6K - $21.7K
|
22.9K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-244- 2.45% |
$10.8K - $12K
|
9.71K
$457K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
869+ 5.03% |
$38.6K - $42.7K
|
18.1K
$854K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
23+ 1.63% |
$1.02K - $1.13K
|
1.43K
$67.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 8.15% |
$242K - $267K
|
72.3K
$3.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.75K- 46.17% |
$388K - $430K
|
10.2K
$480K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
197+ 10.03% |
$8.74K - $9.67K
|
2.16K
$102K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.25K+ 7.82% |
$144K - $159K
|
44.8K
$2.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 6.96% |
$62.2K - $68.9K
|
21.5K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-14- 0.22% |
$621 - $688
|
6.46K
$304K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73K+ 19.83% |
$166K - $183K
|
22.5K
$1.06M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 15.46% |
$54.2K - $60K
|
6.68K
$315K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
436+ 1.36% |
$19.4K - $21.4K
|
32.5K
$1.53M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.61% |
$755 - $835
|
2.82K
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.61% |
$44.4 - $49.1
|
162
$7.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.55K+ 21.72% |
$69K - $76.3K
|
8.71K
$410K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.9KNew |
$752K - $832K
|
16.9K
$798K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-10- 1.18% |
$444 - $491
|
837
$39.4K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-157- 23.54% |
$6.97K - $7.71K
|
510
$24K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.83KNew |
$81.1K - $89.7K
|
1.83K
$86K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 2.16% |
$195K - $216K
|
208K
$9.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-384- 7.53% |
$17K - $18.9K
|
4.71K
$222K
|
|
|
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
$7.63K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-6.4K- 47.48% |
$284K - $314K
|
7.08K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 55.88% |
$1.69K - $1.87K
|
30
$1.41K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.56K+ 5.55% |
$202K - $224K
|
86.6K
$4.08M
|