Latest Institutional Purchases of Ishares Tr Esg Advanced High Y (HYXF)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Advanced High Y (HYXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
28.5KNew |
$1.28M - $1.35M
|
28.5K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.5K+ 14.9% |
$1.1M - $1.16M
|
189K
$8.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
7.6K+ 160.49% |
$341K - $360K
|
12.3K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
5.58K+ 9.44% |
$251K - $264K
|
64.7K
$3.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.5K+ 6.76% |
$247K - $260K
|
86.9K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5.19KNew |
$233K - $246K
|
5.19K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.89K+ 36.81% |
$220K - $232K
|
18.2K
$846K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.84KNew |
$218K - $229K
|
4.84K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.42KNew |
$199K - $209K
|
4.42K
$206K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.39KNew |
$197K - $208K
|
4.39K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 14.53% |
$170K - $179K
|
29.8K
$1.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
3.64K+ 5.4% |
$164K - $172K
|
71K
$3.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.2K+ 10.72% |
$144K - $152K
|
33.1K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.04K+ 16.96% |
$137K - $144K
|
21K
$976K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.92K+ 65.61% |
$131K - $138K
|
7.36K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.86K+ 21.98% |
$128K - $135K
|
15.9K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.53K+ 15.82% |
$114K - $120K
|
18.5K
$861K
|
|
|
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
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 36.34% |
$74.5K - $78.5K
|
6.22K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.65K+ 2.82% |
$74.1K - $78.1K
|
60.1K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.27K+ 4.13% |
$57.2K - $60.3K
|
32.1K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
787+ 1.26% |
$35.4K - $37.3K
|
63.4K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
782New |
$35.1K - $37K
|
782
$36.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
730New |
$32.8K - $34.6K
|
730
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
666+ 4.95% |
$29.9K - $31.5K
|
14.1K
$657K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
588New |
$26.4K - $27.8K
|
588
$27.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
459+ 30.72% |
$20.6K - $21.7K
|
1.95K
$90.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
384+ 2.91% |
$17.3K - $18.2K
|
13.6K
$633K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
333+ 1.19% |
$15K - $15.8K
|
28.3K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
329+ 8.87% |
$14.8K - $15.6K
|
4.04K
$188K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
325+ 1.35% |
$14.6K - $15.4K
|
24.4K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
152+ 1.22% |
$6.83K - $7.2K
|
12.6K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 0.87% |
$4.49K - $4.73K
|
11.6K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
100+ 1.55% |
$4.49K - $4.73K
|
6.54K
$304K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
54+ 1.61% |
$2.43K - $2.56K
|
3.42K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.14K
|
24
$1.12K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
22+ 1.64% |
$988 - $1.04K
|
1.37K
$63.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 44.12% |
$674 - $710
|
49
$2.28K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
11+ 0.48% |
$494 - $521
|
2.31K
$108K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.02% |
$180 - $189
|
19.4K
$903K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 1.88% |
$135 - $142
|
163
$7.59K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
12.3KNew |
$547K - $560K
|
12.3K
$573K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$448K - $459K
|
10.1K
$470K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 79.18% |
$194K - $198K
|
9.88K
$460K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.45KNew |
$109K - $111K
|
2.45K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
384+ 1.62% |
$17K - $17.5K
|
24K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
122New |
$5.41K - $5.54K
|
122
$5.68K
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
88+ 9.28% |
$3.91K - $4K
|
1.04K
$48.2K
|
|