Purchases and Sales Made in Q2 2025 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 2025. 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 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 58.35% |
$1.19M - $1.32M
|
72.8K
$3.45M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.6K+ 345.82% |
$1.18M - $1.31M
|
34.3K
$1.62M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.9KNew |
$752K - $832K
|
16.9K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.37K+ 20.37% |
$371K - $411K
|
49.4K
$2.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.46KNew |
$331K - $367K
|
7.46K
$354K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.45K+ 8.15% |
$242K - $267K
|
72.3K
$3.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
4.56K+ 5.55% |
$202K - $224K
|
86.6K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.53KNew |
$201K - $223K
|
4.53K
$215K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.39K+ 2.16% |
$195K - $216K
|
208K
$9.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.73K+ 19.83% |
$166K - $183K
|
22.5K
$1.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.25K+ 7.82% |
$144K - $159K
|
44.8K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.98K+ 16.82% |
$87.8K - $97.2K
|
13.7K
$651K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.83KNew |
$81.1K - $89.7K
|
1.83K
$86.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.74K+ 62.05% |
$77.4K - $85.6K
|
4.55K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.55K+ 21.72% |
$69K - $76.3K
|
8.71K
$413K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.4K+ 6.96% |
$62.2K - $68.9K
|
21.5K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.02K+ 7.16% |
$45.4K - $50.2K
|
15.3K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
979+ 1.6% |
$43.5K - $48.1K
|
62K
$2.94M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
869+ 5.03% |
$38.6K - $42.7K
|
18.1K
$859K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
723+ 15.48% |
$32.1K - $35.5K
|
5.39K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
563+ 0.79% |
$25K - $27.6K
|
71.7K
$3.39M
|
|
|
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
$1.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
264+ 0.63% |
$11.7K - $13K
|
41.9K
$1.98M
|
|
|
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
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
186+ 3.41% |
$8.26K - $9.13K
|
5.64K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
183+ 0.65% |
$8.12K - $8.99K
|
28.3K
$1.34M
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
137+ 18.77% |
$6.08K - $6.73K
|
867
$41.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
130New |
$5.77K - $6.38K
|
130
$6.16K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
79+ 1.51% |
$3.51K - $3.88K
|
5.31K
$252K
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
23+ 1.63% |
$1.02K - $1.13K
|
1.43K
$67.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.61% |
$755 - $835
|
2.82K
$134K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.14% |
$44.4 - $49.1
|
699
$33.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1- 0.61% |
$44.4 - $49.1
|
162
$7.68K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-6- 3.57% |
$266 - $295
|
162
$7.68K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-10- 1.18% |
$444 - $491
|
837
$39.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Mason & Associates Inc
|
SELL
|
- |
-14- 0.22% |
$621 - $688
|
6.46K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15- 0.28% |
$666 - $737
|
5.37K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-23- 0.18% |
$1.02K - $1.13K
|
12.6K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35- 0.32% |
$1.55K - $1.72K
|
10.9K
$517K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-38- 55.88% |
$1.69K - $1.87K
|
30
$1.42K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-157- 23.54% |
$6.97K - $7.71K
|
510
$24.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-244- 2.45% |
$10.8K - $12K
|
9.71K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-317- 6.12% |
$14.1K - $15.6K
|
4.86K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-384- 7.53% |
$17K - $18.9K
|
4.71K
$223K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-685- 3.75% |
$30.4K - $33.6K
|
17.6K
$833K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 15.46% |
$54.2K - $60K
|
6.68K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-2.16K- 25.82% |
$95.7K - $106K
|
6.19K
$293K
|