Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
61.9KNew |
$2.61M - $2.89M
|
61.9K
$2.89M
|
|
|
Nov 08, 2022
Q3 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
61.5KNew |
$2.59M - $2.87M
|
61.5K
$2.87M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.9K+ 207.61% |
$965K - $1.07M
|
33.9K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19KNew |
$802K - $889K
|
19K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9KNew |
$379K - $421K
|
9K
$420K
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
8.41KNew |
$354K - $393K
|
8.41K
$392K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.79K+ 28.06% |
$286K - $317K
|
31K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.99K+ 28.25% |
$253K - $280K
|
27.2K
$1.27M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.52KNew |
$233K - $258K
|
5.52K
$257K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
5.2K+ 10.57% |
$219K - $243K
|
54.4K
$2.54M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
5.16K+ 14.28% |
$217K - $241K
|
41.3K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.56K+ 9.78% |
$150K - $166K
|
39.9K
$1.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 3.54% |
$112K - $124K
|
77.8K
$3.63M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
2.2KNew |
$92.7K - $103K
|
2.2K
$103K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.15KNew |
$90.6K - $100K
|
2.15K
$100K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.67KNew |
$70.2K - $77.9K
|
1.67K
$77.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.52K+ 8.51% |
$64.1K - $71K
|
19.4K
$904K
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.14K+ 7.97% |
$48K - $53.2K
|
15.4K
$720K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
987+ 15.82% |
$41.6K - $46.1K
|
7.22K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
942New |
$39.7K - $44K
|
942
$43.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
844+ 2.58% |
$35.6K - $39.4K
|
33.5K
$1.56M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
500+ 9.61% |
$21.1K - $23.4K
|
5.7K
$266K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
457+ 5.09% |
$19.3K - $21.4K
|
9.44K
$440K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
311+ 1.32% |
$13.1K - $14.5K
|
23.9K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
200+ 10000.0% |
$8.43K - $9.35K
|
202
$9.42K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
151+ 1.7% |
$6.36K - $7.06K
|
9.04K
$422K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
71+ 56.8% |
$2.99K - $3.32K
|
196
$9.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45+ 0.92% |
$1.9K - $2.1K
|
4.95K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
24+ 0.37% |
$1.01K - $1.12K
|
6.56K
$306K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5+ 0.08% |
$211 - $234
|
6.05K
$282K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6- 35.29% |
$253 - $280
|
11
$513
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-7- 0.27% |
$295 - $327
|
2.62K
$122K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-31- 0.46% |
$1.31K - $1.45K
|
6.74K
$314K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-66- 0.48% |
$2.78K - $3.08K
|
13.7K
$640K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-80- 2.4% |
$3.37K - $3.74K
|
3.25K
$152K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-89- 69.53% |
$3.75K - $4.16K
|
39
$1.82K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-201- 3.31% |
$8.47K - $9.39K
|
5.88K
$274K
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-253- 1.8% |
$10.7K - $11.8K
|
13.8K
$645K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-581- 1.89% |
$24.5K - $27.2K
|
30.2K
$1.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-655- 37.13% |
$27.6K - $30.6K
|
1.11K
$51.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.34K- 2.15% |
$56.6K - $62.8K
|
61.3K
$2.86M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.49K- 21.82% |
$62.6K - $69.4K
|
5.32K
$248K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-2.45K- 5.99% |
$103K - $114K
|
38.4K
$1.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.2K- 24.72% |
$135K - $149K
|
9.74K
$454K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-5.8K- 27.99% |
$244K - $271K
|
14.9K
$696K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7K- 25.37% |
$295K - $327K
|
20.6K
$960K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.52K- 28.17% |
$317K - $352K
|
19.2K
$895K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-13K- 4.82% |
$547K - $607K
|
257K
$12M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-47.3K- 46.26% |
$1.99M - $2.21M
|
54.9K
$2.56M
|