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 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.03% |
$222 - $227
|
19.4K
$904K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4- 0.17% |
$178 - $182
|
2.3K
$107K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.14K- 36.32% |
$186K - $189K
|
7.25K
$338K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 27600.0% |
$12.4K - $12.6K
|
277
$12.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-200- 99.5% |
$8.99K - $9.16K
|
1
$46.6
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9KNew |
$894K - $911K
|
19.9K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-661- 12.68% |
$29.7K - $30.3K
|
4.55K
$212K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.8K- 94.72% |
$484K - $493K
|
600
$28K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
149+ 3.31% |
$6.7K - $6.82K
|
4.66K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.1K- 8.96% |
$497K - $506K
|
112K
$5.24M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
13.4KNew |
$603K - $614K
|
13.4K
$626K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-134- 8.97% |
$6.02K - $6.14K
|
1.36K
$63.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 15.04% |
$126K - $128K
|
21.4K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 5.26% |
$45 - $45.8
|
18
$840
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-238- 66.3% |
$10.7K - $10.9K
|
121
$5.64K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
197New |
$8.86K - $9.02K
|
197
$9.19K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.43% |
$899 - $916
|
4.71K
$220K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$84.2K - $91.5K
|
2K
$93.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-623- 29.94% |
$26.2K - $28.5K
|
1.46K
$68K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.27K - $2.47K
|
54
$2.52K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.14K- 17.71% |
$48.1K - $52.3K
|
5.31K
$248K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$861 - $890
|
20
$933
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43New |
$1.85K - $1.91K
|
43
$2.01K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
27+ 1.65% |
$1.16K - $1.2K
|
1.67K
$77.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.99KNew |
$129K - $133K
|
2.99K
$140K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-340- 20.74% |
$14.6K - $15.1K
|
1.3K
$60.6K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-310- 4.79% |
$13.4K - $13.7K
|
6.16K
$287K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.5% |
$43.3 - $44.3
|
41
$1.91K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$627K - $664K
|
14.6K
$682K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.14K - $2.27K
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$8.57K - $9.08K
|
200
$9.33K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 63.74% |
$432K - $458K
|
5.74K
$267K
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
154KNew |
$6.58M - $6.98M
|
154K
$7.17M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-81Closed |
$3.47K - $3.68K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 33.67% |
$1.41K - $1.5K
|
131
$6.11K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
745New |
$31.9K - $33.8K
|
745
$34.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.46K- 17.59% |
$105K - $112K
|
11.5K
$537K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
347+ 0.76% |
$14.9K - $15.8K
|
45.8K
$2.14M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
92New |
$3.86K - $4.1K
|
92
$4.29K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29K+ 96.11% |
$1.22M - $1.29M
|
59.2K
$2.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-30- 11.54% |
$1.26K - $1.34K
|
230
$10.7K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-201- 3.31% |
$8.47K - $9.39K
|
5.88K
$274K
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
61.9KNew |
$2.61M - $2.89M
|
61.9K
$2.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
942New |
$39.7K - $44K
|
942
$43.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 0.92% |
$1.9K - $2.1K
|
4.95K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9KNew |
$379K - $421K
|
9K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.15KNew |
$90.6K - $100K
|
2.15K
$100K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
71+ 56.8% |
$2.99K - $3.32K
|
196
$9.14K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.41KNew |
$354K - $393K
|
8.41K
$392K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151+ 1.7% |
$6.36K - $7.06K
|
9.04K
$422K
|
|