Latest Institutional Transactions on Bondbloxx ETF Tr Ccc Rated Usd (XCCC)
This table provides information on the latest institutional transactions involving Bondbloxx ETF Tr Ccc Rated Usd (XCCC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3K+ 23.08% |
$104K - $116K
|
16K
$622K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.25KNew |
$43.2K - $48.5K
|
1.25K
$48.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
46.2K+ 273.98% |
$1.6M - $1.79M
|
63.1K
$2.45M
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
15.9KNew |
$549K - $616K
|
15.9K
$617K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
431+ 7.82% |
$14.9K - $16.7K
|
5.94K
$231K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.6K+ 40.72% |
$367K - $412K
|
36.7K
$1.43M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
37.1K+ 85.68% |
$1.41M - $1.48M
|
80.5K
$3.13M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.26K+ 14.48% |
$199K - $209K
|
41.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
12.9K+ 16.22% |
$487K - $511K
|
92.2K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
103KNew |
$3.88M - $4.08M
|
103K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-14.5K- 5.74% |
$550K - $577K
|
239K
$9.28M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
283New |
$10.7K - $11.2K
|
283
$11K
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-14.5K- 5.74% |
$550K - $577K
|
239K
$9.28M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-1.35K- 9.46% |
$51.1K - $53.6K
|
12.9K
$502K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
18+ 22.22% |
$681 - $715
|
99
$3.85K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.58K+ 14.41% |
$211K - $222K
|
44.3K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
109KNew |
$4.13M - $4.34M
|
109K
$4.25M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
6.48KNew |
$245K - $258K
|
6.48K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
15KNew |
$566K - $594K
|
15K
$581K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-14.8K- 34.36% |
$561K - $590K
|
28.4K
$1.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
89New |
$3.37K - $3.54K
|
89
$3.46K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
1.23K+ 5.05% |
$46.6K - $49K
|
25.6K
$996K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
100KNew |
$3.79M - $3.98M
|
100K
$3.9M
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-65K- 68.42% |
$2.54M - $2.59M
|
30K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113KNew |
$4.41M - $4.51M
|
113K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.52KNew |
$215K - $220K
|
5.52K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85KNew |
$72.3K - $73.9K
|
1.85K
$72K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.5KNew |
$371K - $379K
|
9.5K
$369K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
230+ 13.51% |
$8.97K - $9.17K
|
1.93K
$75.1K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.38KNew |
$210K - $214K
|
5.38K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
187+ 2.81% |
$7.3K - $7.46K
|
6.85K
$266K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
60KNew |
$2.22M - $2.39M
|
60K
$2.33M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
34.5K+ 141.6% |
$1.27M - $1.37M
|
58.8K
$2.29M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
29.4K+ 49.44% |
$1.08M - $1.17M
|
88.7K
$3.45M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3+ 150.0% |
$112 - $115
|
5
$194
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
107New |
$4.05K - $4.2K
|
107
$4.16K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$37.9 - $39.2
|
1
$38.9
|
|
|
May 14, 2024
Q1 2024
|
Brigade Capital Management, LP
New York, NY |
BUY
|
- |
128KNew |
$4.85M - $5.02M
|
128K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5KNew |
$189K - $196K
|
5K
$194K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
26New |
$932 - $1.02K
|
26
$1.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.85KNew |
$245K - $268K
|
6.85K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
8.75KNew |
$313K - $342K
|
8.75K
$340K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
122KNew |
$4.67M - $5.09M
|
122K
$4.73M
|
|