Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
44.9KNew |
$1.89M - $2.05M
|
44.9K
$2.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
31.7K+ 237.33% |
$1.34M - $1.45M
|
45.1K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
18.6KNew |
$784K - $853K
|
18.6K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.3K+ 17.32% |
$770K - $837K
|
124K
$5.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7.04K+ 41.59% |
$296K - $322K
|
24K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.39K+ 119.29% |
$269K - $293K
|
11.8K
$548K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.61K+ 37.01% |
$236K - $257K
|
20.8K
$969K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.69KNew |
$197K - $215K
|
4.69K
$219K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.51KNew |
$190K - $206K
|
4.51K
$210K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.86K+ 7.46% |
$163K - $177K
|
55.7K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.34K+ 21.01% |
$98.6K - $107K
|
13.5K
$629K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2KNew |
$84.2K - $91.5K
|
2K
$93.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.42K+ 13.28% |
$59.9K - $65.2K
|
12.1K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$42.4K - $46.1K
|
1.01K
$47K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
910+ 3.37% |
$38.3K - $41.6K
|
28K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
889+ 6.88% |
$37.4K - $40.7K
|
13.8K
$644K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
528+ 28.87% |
$22.2K - $24.2K
|
2.36K
$110K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
217+ 2.06% |
$9.13K - $9.93K
|
10.7K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215+ 0.91% |
$9.05K - $9.84K
|
23.9K
$1.11M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
200+ 20000.0% |
$8.42K - $9.15K
|
201
$9.37K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
177+ 19.47% |
$7.45K - $8.1K
|
1.09K
$50.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
126+ 0.18% |
$5.3K - $5.77K
|
71.7K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
121+ 1.19% |
$5.09K - $5.54K
|
10.3K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119+ 1.58% |
$5.01K - $5.45K
|
7.66K
$357K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
118+ 0.44% |
$4.97K - $5.4K
|
26.9K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
110+ 3.02% |
$4.63K - $5.03K
|
3.76K
$175K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
110New |
$4.63K - $5.03K
|
110
$5.13K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
70+ 1.36% |
$2.95K - $3.2K
|
5.21K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
60+ 1.01% |
$2.53K - $2.75K
|
6.01K
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
54New |
$2.27K - $2.47K
|
54
$2.52K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 0.15% |
$716 - $778
|
11K
$513K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5+ 0.03% |
$210 - $229
|
19.4K
$904K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 26.79% |
$631 - $686
|
41
$1.91K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42- 17.28% |
$1.77K - $1.92K
|
201
$9.37K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-97- 6.1% |
$4.08K - $4.44K
|
1.49K
$69.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-196- 1.7% |
$8.25K - $8.97K
|
11.4K
$530K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-311- 25.83% |
$13.1K - $14.2K
|
893
$41.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-452- 2.92% |
$19K - $20.7K
|
15K
$702K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-623- 29.94% |
$26.2K - $28.5K
|
1.46K
$68K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-814- 35.18% |
$34.3K - $37.2K
|
1.5K
$70K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.14K- 17.71% |
$48.1K - $52.3K
|
5.31K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.24K- 9.35% |
$52.3K - $56.9K
|
12.1K
$562K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.36K- 3.35% |
$57.2K - $62.2K
|
39.3K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.85K- 17.11% |
$77.9K - $84.7K
|
8.97K
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.21K- 1.76% |
$93.1K - $101K
|
123K
$5.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.21K- 15.17% |
$177K - $192K
|
23.5K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.88K- 99.61% |
$205K - $223K
|
19
$886
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 65.59% |
$454K - $494K
|
5.67K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-17.8K- 30.69% |
$751K - $816K
|
40.3K
$1.88M
|