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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 58.35% |
$1.19M - $1.32M
|
72.8K
$3.43M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.9KNew |
$752K - $832K
|
16.9K
$798K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.37K+ 20.37% |
$371K - $411K
|
49.4K
$2.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.46KNew |
$331K - $367K
|
7.46K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 8.15% |
$242K - $267K
|
72.3K
$3.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.56K+ 5.55% |
$202K - $224K
|
86.6K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53KNew |
$201K - $223K
|
4.53K
$213K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 2.16% |
$195K - $216K
|
208K
$9.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73K+ 19.83% |
$166K - $183K
|
22.5K
$1.06M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.25K+ 7.82% |
$144K - $159K
|
44.8K
$2.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.98K+ 16.82% |
$87.8K - $97.2K
|
13.7K
$647K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.83KNew |
$81.1K - $89.7K
|
1.83K
$86K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 62.05% |
$77.4K - $85.6K
|
4.55K
$214K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.55K+ 21.72% |
$69K - $76.3K
|
8.71K
$410K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 6.96% |
$62.2K - $68.9K
|
21.5K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02K+ 7.16% |
$45.4K - $50.2K
|
15.3K
$721K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
979+ 1.6% |
$43.5K - $48.1K
|
62K
$2.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
869+ 5.03% |
$38.6K - $42.7K
|
18.1K
$854K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
723+ 15.48% |
$32.1K - $35.5K
|
5.39K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
563+ 0.79% |
$25K - $27.6K
|
71.7K
$3.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
442+ 1.97% |
$19.6K - $21.7K
|
22.9K
$1.08M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
436+ 1.36% |
$19.4K - $21.4K
|
32.5K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264+ 0.63% |
$11.7K - $13K
|
41.9K
$1.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
197+ 10.03% |
$8.74K - $9.67K
|
2.16K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
194+ 0.74% |
$8.61K - $9.53K
|
26.4K
$1.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
186+ 3.41% |
$8.26K - $9.13K
|
5.64K
$266K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
183+ 0.65% |
$8.12K - $8.99K
|
28.3K
$1.33M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
130New |
$5.77K - $6.38K
|
130
$6.12K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
79+ 1.51% |
$3.51K - $3.88K
|
5.31K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
23+ 1.63% |
$1.02K - $1.13K
|
1.43K
$67.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.61% |
$755 - $835
|
2.82K
$133K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.14% |
$44.4 - $49.1
|
699
$32.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 99.48% |
$876K - $893K
|
38.2K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
7.28K+ 55.9% |
$336K - $342K
|
20.3K
$957K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.81KNew |
$222K - $226K
|
4.81K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.1K+ 82.31% |
$96.6K - $98.5K
|
4.65K
$219K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.7KNew |
$78.3K - $79.8K
|
1.7K
$80.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.1 - $46.9
|
2.32K
$109K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
130KNew |
$5.98M - $6.12M
|
130K
$6.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.4K+ 106.49% |
$1.4M - $1.43M
|
58.9K
$2.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.81KNew |
$267K - $274K
|
5.81K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
694New |
$31.9K - $32.7K
|
694
$32.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
622+ 14.08% |
$28.6K - $29.3K
|
5.04K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
425New |
$19.6K - $20K
|
425
$20K
|
|
|
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
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46 - $47.1
|
1
$47.1
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$200K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 4.63% |
$81.6K - $86K
|
41.1K
$1.93M
|
|