Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Advanced High Y (HYXF)
This table provides information about the institutional ownership of Ishares Tr Esg Advanced High Y (HYXF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ESG ADVANCED HIGH Y.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
154KNew |
$6.58M - $6.98M
|
154K
$7.17M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
47.6K+ 86.62% |
$2.04M - $2.16M
|
103K
$4.78M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.7K+ 38.25% |
$802K - $850K
|
67.6K
$3.16M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.6KNew |
$627K - $664K
|
14.6K
$682K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.32K+ 184.08% |
$399K - $423K
|
14.4K
$671K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.17K+ 45.91% |
$350K - $371K
|
26K
$1.21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.85K+ 21.61% |
$336K - $356K
|
44.2K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.57K+ 52.37% |
$324K - $343K
|
22K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.82K+ 13.27% |
$249K - $264K
|
49.7K
$2.32M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.59KNew |
$197K - $208K
|
4.59K
$214K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.28K+ 15.04% |
$141K - $149K
|
25.1K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.76K+ 40.59% |
$118K - $125K
|
9.57K
$447K
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.71K+ 4.18% |
$116K - $123K
|
67.6K
$3.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 6.15% |
$91.6K - $97.1K
|
36.9K
$1.72M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.78K+ 58.29% |
$76K - $80.6K
|
4.82K
$225K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.58K+ 24.61% |
$67.8K - $71.8K
|
8.01K
$374K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.4KNew |
$59.9K - $63.5K
|
1.4K
$65.2K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.39KNew |
$59.6K - $63.1K
|
1.39K
$64.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.03K+ 15.05% |
$44.3K - $46.9K
|
7.91K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
827+ 4594.44% |
$35.4K - $37.5K
|
845
$39.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
745New |
$31.9K - $33.8K
|
745
$34.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
561+ 2.41% |
$24K - $25.5K
|
23.9K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
559+ 5.65% |
$23.9K - $25.4K
|
10.5K
$488K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
347+ 0.76% |
$14.9K - $15.8K
|
45.8K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
261+ 2.06% |
$11.2K - $11.8K
|
12.9K
$603K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$8.57K - $9.08K
|
200
$9.33K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
50+ 0.85% |
$2.14K - $2.27K
|
5.95K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43+ 21.29% |
$1.84K - $1.95K
|
245
$11.4K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37+ 0.71% |
$1.58K - $1.68K
|
5.27K
$246K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
33+ 33.67% |
$1.41K - $1.5K
|
131
$6.11K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 58.54% |
$1.03K - $1.09K
|
65
$3.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
6+ 0.68% |
$257 - $272
|
887
$41.4K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4+ 6.56% |
$171 - $182
|
65
$3.03K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 1.32% |
$171 - $182
|
300
$14K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-14- 0.15% |
$600 - $635
|
9.39K
$438K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50Closed |
$2.14K - $2.27K
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-81Closed |
$3.47K - $3.68K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-123- 1.7% |
$5.27K - $5.58K
|
7.1K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-238- 1.75% |
$10.2K - $10.8K
|
13.4K
$624K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 1.3% |
$10.7K - $11.3K
|
19K
$887K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-803- 4.97% |
$34.4K - $36.4K
|
15.4K
$716K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.27K- 6.88% |
$54.4K - $57.6K
|
17.2K
$801K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.6K- 30.48% |
$68.4K - $72.5K
|
3.64K
$170K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2.46K- 17.59% |
$105K - $112K
|
11.5K
$537K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.61K- 16.06% |
$112K - $119K
|
13.6K
$637K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.88K- 25.54% |
$209K - $221K
|
14.2K
$663K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.57K- 16.45% |
$238K - $253K
|
28.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-6.5K- 10.81% |
$278K - $295K
|
53.6K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-10.1K- 63.74% |
$432K - $458K
|
5.74K
$267K
|