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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.07% |
$184 - $188
|
5.39K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.1 - $46.9
|
2.32K
$109K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.26K- 6.23% |
$58K - $59.1K
|
18.9K
$895K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562+ 3.08% |
$25.9K - $26.4K
|
18.8K
$888K
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
6.47KNew |
$298K - $304K
|
6.47K
$306K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-684- 66.02% |
$31.5K - $32.1K
|
352
$16.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
6.88K+ 44.17% |
$317K - $323K
|
22.4K
$1.06M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.6K- 51.08% |
$1.5M - $1.54M
|
31.3K
$1.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323New |
$14.9K - $15.2K
|
323
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.81KNew |
$267K - $274K
|
5.81K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41+ 0.79% |
$1.89K - $1.93K
|
5.23K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46 - $47.1
|
1
$47.2
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.36K- 15.67% |
$155K - $158K
|
18.1K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41KNew |
$295K - $302K
|
6.41K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
425New |
$19.6K - $20K
|
425
$20.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
622+ 14.08% |
$28.6K - $29.3K
|
5.04K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
694New |
$31.9K - $32.7K
|
694
$32.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
130KNew |
$5.98M - $6.12M
|
130K
$6.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
65+ 8.31% |
$2.99K - $3.06K
|
847
$40K
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.4K+ 106.49% |
$1.4M - $1.43M
|
58.9K
$2.78M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 2.14% |
$3.36K - $3.44K
|
3.49K
$165K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
730New |
$32.8K - $34.6K
|
730
$34.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.14K
|
24
$1.13K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-647- 11.14% |
$29.1K - $30.6K
|
5.16K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 4.63% |
$81.6K - $86K
|
41.1K
$1.94M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
22+ 1.64% |
$988 - $1.04K
|
1.37K
$64.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
588New |
$26.4K - $27.8K
|
588
$27.8K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 0.87% |
$2.66K - $2.73K
|
6.97K
$329K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 79.18% |
$194K - $198K
|
9.88K
$467K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 27600.0% |
$12.4K - $12.6K
|
277
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9KNew |
$894K - $911K
|
19.9K
$939K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.8K- 94.72% |
$484K - $493K
|
600
$28.3K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.1K- 8.96% |
$497K - $506K
|
112K
$5.3M
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-134- 8.97% |
$6.02K - $6.14K
|
1.36K
$64.2K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
13.4KNew |
$603K - $614K
|
13.4K
$633K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 15.04% |
$126K - $128K
|
21.4K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1- 5.26% |
$45 - $45.8
|
18
$850
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-238- 66.3% |
$10.7K - $10.9K
|
121
$5.71K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
197New |
$8.86K - $9.02K
|
197
$9.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.43% |
$899 - $916
|
4.71K
$222K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.46KNew |
$61.4K - $66.7K
|
1.46K
$68.8K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$84.2K - $91.5K
|
2K
$94.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.27K - $2.47K
|
54
$2.55K
|
|
|
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
$251K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$861 - $890
|
20
$944
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43New |
$1.85K - $1.91K
|
43
$2.03K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
27+ 1.65% |
$1.16K - $1.2K
|
1.67K
$78.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.99KNew |
$129K - $133K
|
2.99K
$141K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-340- 20.74% |
$14.6K - $15.1K
|
1.3K
$61.3K
|
|