Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
159KNew |
$8.07M - $8.3M
|
159K
$7.41M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
22.4KNew |
$1.14M - $1.17M
|
22.4K
$1.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$987K - $1.01M
|
19.4K
$906K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
19KNew |
$963K - $991K
|
19K
$884K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.1K+ 41.1% |
$766K - $788K
|
51.8K
$2.42M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.9K+ 49.01% |
$758K - $780K
|
45.4K
$2.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
9.53K+ 182.94% |
$484K - $498K
|
14.7K
$688K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.21KNew |
$468K - $481K
|
9.21K
$429K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.44K+ 22.89% |
$327K - $336K
|
34.5K
$1.61M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.9K+ 22.81% |
$300K - $308K
|
31.8K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.47KNew |
$278K - $286K
|
5.47K
$255K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
4.6KNew |
$234K - $240K
|
4.6K
$215K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.44KNew |
$226K - $232K
|
4.44K
$207K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.38K+ 20.21% |
$222K - $229K
|
26K
$1.21M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.17K+ 54.67% |
$161K - $166K
|
8.96K
$418K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.13K+ 22.15% |
$159K - $164K
|
17.3K
$805K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.8K+ 22.25% |
$142K - $146K
|
15.4K
$717K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
2.47K+ 2.15% |
$125K - $129K
|
117K
$5.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.29K+ 23.06% |
$116K - $120K
|
12.2K
$570K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.21K+ 139.38% |
$112K - $115K
|
3.79K
$177K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.14K+ 14.18% |
$109K - $112K
|
17.2K
$804K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.31K+ 25.2% |
$66.3K - $68.2K
|
6.48K
$302K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.23K+ 7.58% |
$62.3K - $64.1K
|
17.4K
$812K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
874New |
$44.4K - $45.7K
|
874
$40.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
347+ 2.06% |
$17.6K - $18.1K
|
17.2K
$802K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
301+ 0.85% |
$15.3K - $15.7K
|
35.9K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250+ 27.5% |
$12.7K - $13.1K
|
1.16K
$54.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52+ 0.15% |
$2.64K - $2.72K
|
34.9K
$1.63M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
21+ 0.47% |
$1.07K - $1.1K
|
4.51K
$210K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 0.39% |
$864 - $888
|
4.38K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$50.8 - $52.3
|
1
$46.6
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-10- 12.99% |
$508 - $523
|
67
$3.12K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-312- 2.13% |
$15.9K - $16.3K
|
14.3K
$668K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.9K- 36.95% |
$198K - $204K
|
6.65K
$310K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-4.19KClosed |
$213K - $219K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5K- 99.98% |
$254K - $261K
|
1
$46.6
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-8.07KClosed |
$410K - $422K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-11.6K- 19.17% |
$588K - $605K
|
48.8K
$2.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.6K- 68.89% |
$641K - $659K
|
5.7K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-13K- 57.09% |
$661K - $680K
|
9.79K
$456K
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-32.3K- 64.33% |
$1.64M - $1.69M
|
17.9K
$836K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-33.2K- 77.5% |
$1.68M - $1.73M
|
9.63K
$449K
|