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 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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 4.13% |
$57.2K - $60.3K
|
32.1K
$1.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-13.2K- 45.8% |
$595K - $627K
|
15.7K
$728K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.5K+ 6.76% |
$247K - $260K
|
86.9K
$4.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.2K+ 10.72% |
$144K - $152K
|
33.1K
$1.53M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.84KNew |
$218K - $229K
|
4.84K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.88% |
$135 - $142
|
163
$7.57K
|
|
|
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
$844K
|
|
|
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
$573K
|
|
|
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
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
787+ 1.26% |
$35.4K - $37.3K
|
63.4K
$2.94M
|
|
|
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 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-45- 0.98% |
$2.02K - $2.13K
|
4.55K
$211K
|
|
|
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
$3.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
22+ 1.64% |
$988 - $1.04K
|
1.37K
$63.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-158- 13.34% |
$7.1K - $7.48K
|
1.03K
$47.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
588New |
$26.4K - $27.8K
|
588
$27.3K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
899+ 3.32% |
$39.9K - $40.9K
|
27.9K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
813+ 119.38% |
$36.1K - $37K
|
1.49K
$69.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.37K+ 17.42% |
$105K - $108K
|
16K
$742K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-267- 1.98% |
$11.8K - $12.1K
|
13.2K
$614K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$448K - $459K
|
10.1K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.1K+ 109.19% |
$1.07M - $1.1M
|
46.3K
$2.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 1.69% |
$2.49K - $2.55K
|
3.36K
$156K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.9K+ 538.73% |
$974K - $998K
|
26K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.87K+ 69.28% |
$82.9K - $84.9K
|
4.56K
$212K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-396- 2.96% |
$17.6K - $18K
|
13K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
984+ 9.39% |
$43.7K - $44.7K
|
11.5K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.45KNew |
$197K - $202K
|
4.45K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.15K+ 1.98% |
$50.9K - $52.1K
|
59.1K
$2.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
334+ 2.76% |
$14.8K - $15.2K
|
12.4K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
384+ 1.62% |
$17K - $17.5K
|
24K
$1.12M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
88+ 9.28% |
$3.91K - $4K
|
1.04K
$48.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 0.87% |
$2.66K - $2.73K
|
6.97K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21K+ 14.61% |
$931K - $954K
|
165K
$7.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
46+ 0.34% |
$2.04K - $2.09K
|
13.5K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
425+ 7.07% |
$18.9K - $19.3K
|
6.44K
$299K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.62K+ 7.21% |
$71.9K - $73.7K
|
24.1K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 79.18% |
$194K - $198K
|
9.88K
$459K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.04K- 5.47% |
$46.1K - $47.2K
|
17.9K
$833K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.3KNew |
$547K - $560K
|
12.3K
$572K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.45KNew |
$109K - $111K
|
2.45K
$114K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.13K+ 8.82% |
$50.2K - $51.4K
|
14K
$649K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.26K+ 4.02% |
$100K - $103K
|
58.4K
$2.71M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
122New |
$5.41K - $5.54K
|
122
$5.66K
|
|