Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
23.1K+ 22.49% |
$999K - $1.02M
|
126K
$5.86M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 26.54% |
$778K - $796K
|
85.6K
$3.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
6.73K+ 146.61% |
$292K - $298K
|
11.3K
$528K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.96K+ 12.0% |
$258K - $264K
|
55.6K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$86.6K - $88.6K
|
2K
$93.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.87K+ 5.07% |
$81.1K - $82.9K
|
38.8K
$1.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 17.02% |
$77.1K - $78.9K
|
12.2K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.3K+ 9.0% |
$56.1K - $57.4K
|
15.7K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.06K+ 4.09% |
$46K - $47K
|
27K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
950+ 112.43% |
$41.2K - $42.1K
|
1.8K
$83.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
937+ 382.45% |
$40.6K - $41.5K
|
1.18K
$55.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
880+ 9.37% |
$38.1K - $39K
|
10.3K
$479K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
776+ 1.76% |
$33.6K - $34.4K
|
44.9K
$2.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
717+ 2.86% |
$31.1K - $31.8K
|
25.8K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
255+ 3.23% |
$11K - $11.3K
|
8.16K
$381K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
250+ 1.31% |
$10.8K - $11.1K
|
19.3K
$899K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
249+ 17.9% |
$10.8K - $11K
|
1.64K
$76.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
155+ 3.22% |
$6.71K - $6.87K
|
4.98K
$232K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
74+ 1.4% |
$3.21K - $3.28K
|
5.34K
$249K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 23.08% |
$650 - $665
|
80
$3.73K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 23.08% |
$650 - $665
|
80
$3.73K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
11+ 1.24% |
$477 - $487
|
898
$41.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.5% |
$43.3 - $44.3
|
41
$1.91K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-62- 0.45% |
$2.69K - $2.75K
|
13.6K
$634K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-91- 0.38% |
$3.94K - $4.03K
|
23.8K
$1.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-105- 0.98% |
$4.55K - $4.65K
|
10.6K
$493K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-142- 10.15% |
$6.15K - $6.29K
|
1.26K
$58.6K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-282- 2.18% |
$12.2K - $12.5K
|
12.6K
$589K
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-310- 4.79% |
$13.4K - $13.7K
|
6.16K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-433- 5.41% |
$18.8K - $19.2K
|
7.58K
$353K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-835- 52.78% |
$36.2K - $37K
|
747
$34.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-863- 3.92% |
$37.4K - $38.2K
|
21.2K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-940- 13.24% |
$40.7K - $41.7K
|
6.16K
$287K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.33K- 36.48% |
$57.6K - $58.9K
|
2.31K
$108K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.36K- 17.67% |
$102K - $105K
|
11K
$513K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.88K- 5.38% |
$125K - $128K
|
50.7K
$2.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-3.94K- 5.83% |
$171K - $174K
|
63.6K
$2.97M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.47K- 29.1% |
$194K - $198K
|
10.9K
$508K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.35K- 31.17% |
$232K - $237K
|
11.8K
$551K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.16K- 21.77% |
$267K - $273K
|
22.1K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.86K- 62.3% |
$384K - $393K
|
5.36K
$250K
|