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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
326+ 6.72% |
$15K - $15.3K
|
5.18K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.1K+ 82.31% |
$96.6K - $98.5K
|
4.65K
$215K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-470- 1.45% |
$21.6K - $22.1K
|
32.1K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.81KNew |
$222K - $226K
|
4.81K
$222K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 38.7% |
$591K - $602K
|
46K
$2.12M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-68- 3.34% |
$3.13K - $3.19K
|
1.97K
$90.8K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
786+ 2.88% |
$36.2K - $36.9K
|
28.1K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 11.01% |
$190K - $193K
|
41.5K
$1.92M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.41KNew |
$64.9K - $66.2K
|
1.41K
$65.1K
|
|
|
May 05, 2025
Q1 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-8.12K- 37.59% |
$374K - $381K
|
13.5K
$623K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
203+ 4.54% |
$9.35K - $9.53K
|
4.67K
$216K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 32.52% |
$1.84K - $1.88K
|
163
$7.53K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4.74K- 36.22% |
$218K - $222K
|
8.35K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
624+ 13.95% |
$28.7K - $29.3K
|
5.1K
$235K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-80- 10.71% |
$3.68K - $3.76K
|
667
$30.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 167.62% |
$80.8K - $82.4K
|
2.8K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.7KNew |
$78.3K - $79.8K
|
1.7K
$78.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7.07K- 57.38% |
$326K - $332K
|
5.25K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-954- 4.52% |
$43.9K - $44.8K
|
20.1K
$930K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-31.9K- 34.43% |
$1.47M - $1.5M
|
60.7K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.07% |
$184 - $188
|
5.39K
$249K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-34- 4.64% |
$1.57K - $1.6K
|
698
$32.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562+ 3.08% |
$25.9K - $26.4K
|
18.8K
$869K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.26K- 6.23% |
$58K - $59.1K
|
18.9K
$875K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.1 - $46.9
|
2.32K
$107K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
6.41K+ 8.47% |
$295K - $301K
|
82K
$3.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
6.47KNew |
$298K - $304K
|
6.47K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.2% |
$92.1 - $93.9
|
168
$7.76K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18+ 36.0% |
$829 - $845
|
68
$3.14K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-684- 66.02% |
$31.5K - $32.1K
|
352
$16.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
6.88K+ 44.17% |
$317K - $323K
|
22.4K
$1.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.45K+ 1.72% |
$159K - $162K
|
204K
$9.41M
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323New |
$14.9K - $15.2K
|
323
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.52KNew |
$69.9K - $71.5K
|
1.52K
$70.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.51K+ 8.15% |
$69.4K - $71.1K
|
20K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.81KNew |
$267K - $274K
|
5.81K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49- 0.44% |
$2.26K - $2.31K
|
11K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41+ 0.79% |
$1.89K - $1.93K
|
5.23K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46 - $47.1
|
1
$46.2
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.36K- 15.67% |
$155K - $158K
|
18.1K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
958+ 1.48% |
$44.1K - $45.2K
|
65.7K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
348+ 3.01% |
$16K - $16.4K
|
11.9K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
13KNew |
$600K - $614K
|
13K
$602K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
722+ 9.81% |
$33.2K - $34K
|
8.09K
$373K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41KNew |
$295K - $302K
|
6.41K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.6K+ 4.32% |
$120K - $122K
|
62.7K
$2.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.05K+ 97.28% |
$279K - $285K
|
12.3K
$567K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
425New |
$19.6K - $20K
|
425
$19.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 16.49% |
$95.4K - $97.7K
|
10.5K
$485K
|
|