Latest Institutional Transactions on Bondbloxx ETF Tr Jp Morgan Usd (XEMD)
This table provides information on the latest institutional transactions involving Bondbloxx ETF Tr Jp Morgan Usd (XEMD) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-123K- 71.49% |
$4.99M - $5.31M
|
49K
$2.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
108+ 1.71% |
$4.38K - $4.67K
|
6.43K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16New |
$649 - $692
|
16
$701
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39K- 79.29% |
$1.58M - $1.68M
|
10.2K
$446K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15K- 33.16% |
$607K - $647K
|
30.1K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.7K- 55.73% |
$841K - $896K
|
16.5K
$722K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
11New |
$446 - $475
|
11
$482
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.41KNew |
$301K - $320K
|
7.41K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
BUY
|
- |
1.01M+ 39.78% |
$41M - $43.6M
|
3.55M
$155M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.17K+ 2.25% |
$47.5K - $50.7K
|
53.3K
$2.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.13K- 90.48% |
$45.9K - $48.9K
|
119
$5.21K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
71New |
$2.88K - $3.07K
|
71
$3.11K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-152- 0.52% |
$6.17K - $6.57K
|
28.8K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 10.9% |
$214K - $228K
|
53.6K
$2.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
52.1KNew |
$2.11M - $2.25M
|
52.1K
$2.28M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2New |
$81.1 - $86.4
|
2
$87.6
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
117K+ 83.38% |
$4.75M - $5.06M
|
257K
$11.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
412+ 2.63% |
$16.7K - $17.8K
|
16.1K
$704K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.2KNew |
$1.85M - $1.89M
|
44.2K
$1.94M
|
|
| Q4 2024 | |||||||
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
8.62KNew |
$359K - $367K
|
8.62K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
14.9K+ 7.0% |
$621K - $634K
|
228K
$9.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
58.3KNew |
$2.43M - $2.48M
|
58.3K
$2.55M
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.1K+ 302.95% |
$452K - $475K
|
14.7K
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
4.85KNew |
$198K - $208K
|
4.85K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
125K+ 2.73% |
$5.1M - $5.36M
|
4.7M
$206M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
185+ 0.4% |
$7.41K - $7.72K
|
46.5K
$2.04M
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$1.54M - $1.57M
|
39.5K
$1.73M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$3.71K - $4.05K
|
100
$4.38K
|
|