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 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 0.87% |
$2.66K - $2.73K
|
6.97K
$324K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9KNew |
$894K - $911K
|
19.9K
$926K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
13.4KNew |
$603K - $614K
|
13.4K
$624K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 15.04% |
$126K - $128K
|
21.4K
$998K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 27600.0% |
$12.4K - $12.6K
|
277
$12.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
197New |
$8.86K - $9.02K
|
197
$9.17K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20+ 0.43% |
$899 - $916
|
4.71K
$219K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$84.2K - $91.5K
|
2K
$93.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.27K - $2.47K
|
54
$2.51K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.99KNew |
$129K - $133K
|
2.99K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43New |
$1.85K - $1.91K
|
43
$2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
27+ 1.65% |
$1.16K - $1.2K
|
1.67K
$77.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20New |
$861 - $890
|
20
$931
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.5% |
$43.3 - $44.3
|
41
$1.91K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
154KNew |
$6.58M - $6.98M
|
154K
$7.16M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$627K - $664K
|
14.6K
$681K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
745New |
$31.9K - $33.8K
|
745
$34.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
347+ 0.76% |
$14.9K - $15.8K
|
45.8K
$2.13M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$8.57K - $9.08K
|
200
$9.31K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 33.67% |
$1.41K - $1.5K
|
131
$6.1K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29K+ 96.11% |
$1.22M - $1.29M
|
59.2K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
92New |
$3.86K - $4.1K
|
92
$4.28K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
61.9KNew |
$2.61M - $2.89M
|
61.9K
$2.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9KNew |
$379K - $421K
|
9K
$419K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.41KNew |
$354K - $393K
|
8.41K
$391K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.2K+ 10.57% |
$219K - $243K
|
54.4K
$2.53M
|
|
|
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
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151+ 1.7% |
$6.36K - $7.06K
|
9.04K
$421K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 0.92% |
$1.9K - $2.1K
|
4.95K
$230K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.79KNew |
$422K - $475K
|
9.79K
$455K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.33KNew |
$359K - $404K
|
8.33K
$387K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
817+ 4.67% |
$35.2K - $39.7K
|
18.3K
$853K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
384New |
$18.2K - $19.8K
|
384
$17.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250+ 27.5% |
$12.7K - $13.1K
|
1.16K
$53.9K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.47% |
$1.07K - $1.1K
|
4.51K
$210K
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
3.7KNew |
$190K - $195K
|
3.7K
$172K
|
|