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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.46KNew |
$331K - $367K
|
7.46K
$352K
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.56K+ 5.55% |
$202K - $224K
|
86.6K
$4.09M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 2.16% |
$195K - $216K
|
208K
$9.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
130New |
$5.77K - $6.38K
|
130
$6.14K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.14% |
$44.4 - $49.1
|
699
$33K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 105.31% |
$970K - $989K
|
41.1K
$1.94M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 99.48% |
$876K - $893K
|
38.2K
$1.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 38.7% |
$591K - $602K
|
46K
$2.17M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
11.7K+ 179.49% |
$540K - $551K
|
18.3K
$863K
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.28K+ 55.9% |
$336K - $342K
|
20.3K
$959K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
6.88K+ 44.17% |
$317K - $323K
|
22.4K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
6.47KNew |
$298K - $304K
|
6.47K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.41K+ 8.24% |
$249K - $254K
|
71.1K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.81KNew |
$222K - $226K
|
4.81K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.12K+ 11.01% |
$190K - $193K
|
41.5K
$1.96M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.95K+ 20.62% |
$136K - $139K
|
17.3K
$815K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.5K+ 22.66% |
$115K - $117K
|
13.5K
$638K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.1K+ 82.31% |
$96.6K - $98.5K
|
4.65K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.02K+ 16.48% |
$93.1K - $94.9K
|
14.3K
$675K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.85K+ 7.57% |
$85K - $86.7K
|
26.2K
$1.24M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.76K+ 167.62% |
$80.8K - $82.4K
|
2.8K
$132K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.7KNew |
$78.3K - $79.8K
|
1.7K
$80.3K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.41KNew |
$64.9K - $66.2K
|
1.41K
$66.6K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.27K+ 12.06% |
$58.3K - $59.4K
|
11.8K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
786+ 2.88% |
$36.2K - $36.9K
|
28.1K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
689+ 5.78% |
$31.7K - $32.3K
|
12.6K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
646+ 1.58% |
$29.8K - $30.3K
|
41.6K
$1.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
562+ 3.08% |
$25.9K - $26.4K
|
18.8K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
480+ 7.19% |
$22.1K - $22.5K
|
7.16K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
326+ 6.72% |
$15K - $15.3K
|
5.18K
$244K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
203+ 4.54% |
$9.35K - $9.53K
|
4.67K
$220K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
148+ 2.79% |
$6.82K - $6.95K
|
5.45K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
40+ 32.52% |
$1.84K - $1.88K
|
163
$7.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.1 - $46.9
|
2.32K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
130KNew |
$5.98M - $6.12M
|
130K
$6.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.4K+ 106.49% |
$1.4M - $1.43M
|
58.9K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41KNew |
$295K - $302K
|
6.41K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.81KNew |
$267K - $274K
|
5.81K
$274K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
694New |
$31.9K - $32.7K
|
694
$32.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
622+ 14.08% |
$28.6K - $29.3K
|
5.04K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
425New |
$19.6K - $20K
|
425
$20.1K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323New |
$14.9K - $15.2K
|
323
$15.2K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
65+ 8.31% |
$2.99K - $3.06K
|
847
$40K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$201K
|
|
|
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
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
730New |
$32.8K - $34.6K
|
730
$34.5K
|
|