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 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9KNew |
$379K - $421K
|
9K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.15KNew |
$90.6K - $100K
|
2.15K
$100K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
942New |
$39.7K - $44K
|
942
$43.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.41KNew |
$354K - $393K
|
8.41K
$391K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151+ 1.7% |
$6.36K - $7.06K
|
9.04K
$421K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.2K+ 10.57% |
$219K - $243K
|
54.4K
$2.53M
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.79KNew |
$422K - $475K
|
9.79K
$455K
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-181Closed |
$7.8K - $8.79K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.33KNew |
$359K - $404K
|
8.33K
$387K
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19.4KClosed |
$837K - $943K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.6K- 57.33% |
$1.54M - $1.73M
|
26.5K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-634Closed |
$27.3K - $30.8K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.5KClosed |
$194K - $219K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-21.3KClosed |
$917K - $1.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44Closed |
$1.9K - $2.14K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-4.16KClosed |
$179K - $202K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.36KClosed |
$188K - $212K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-300Closed |
$12.9K - $14.6K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-126Closed |
$5.43K - $6.12K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.35KClosed |
$187K - $211K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-663- 61.9% |
$28.6K - $32.2K
|
408
$19K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
817+ 4.67% |
$35.2K - $39.7K
|
18.3K
$853K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-4.6KClosed |
$198K - $223K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-21.7KClosed |
$937K - $1.06M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.08KClosed |
$46.7K - $52.7K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.48KClosed |
$193K - $218K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-46- 6.93% |
$1.98K - $2.23K
|
618
$28.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-10.9KClosed |
$472K - $531K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-292Closed |
$12.6K - $14.2K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-15.5KClosed |
$733K - $799K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
384New |
$18.2K - $19.8K
|
384
$17.9K
|
|
| Q4 2021 | |||||||
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.47% |
$1.07K - $1.1K
|
4.51K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250+ 27.5% |
$12.7K - $13.1K
|
1.16K
$53.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.19KClosed |
$213K - $219K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-8.07KClosed |
$421K - $426K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.85KClosed |
$199K - $202K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-13.9KClosed |
$710K - $729K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.21KClosed |
$216K - $222K
|
0
$0
|
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3.7KNew |
$190K - $195K
|
3.7K
$172K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.45KClosed |
$71.8K - $75.1K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 05, 2019
Q2 2019
|
Brave Asset Management Inc
|
SELL
|
PUT |
-6.5KClosed |
$328K - $336K
|
0
$0
|
|
|
Jul 17, 2019
Q2 2019
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-24.1KClosed |
$1.22M - $1.25M
|
0
$0
|
|