Latest Institutional Transactions on Bondbloxx ETF Tr Bloomberg 6 M (XHLF)
This table provides information on the latest institutional transactions involving Bondbloxx ETF Tr Bloomberg 6 M (XHLF) 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 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
N/A
|
2.09K
$0
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
700New |
N/A
|
700
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-100- 1.03% |
N/A
|
9.6K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
13.1K+ 31.69% |
N/A
|
54.5K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
22KNew |
N/A
|
22K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-330- 5.21% |
N/A
|
6.01K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38.7K- 84.43% |
N/A
|
7.13K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.87K- 17.02% |
N/A
|
18.9K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.14K+ 22.61% |
N/A
|
6.16K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-52- 98.11% |
N/A
|
1
$0
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.87KNew |
N/A
|
5.87K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02M+ 70.52% |
N/A
|
2.48M
$0
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-759- 4.45% |
N/A
|
16.3K
$0
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-158- 0.1% |
N/A
|
159K
$0
|
|
|
May 10, 2024
Q1 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
BUY
|
PUT |
249KNew |
N/A
|
249K
$0
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
15.3K+ 30.78% |
N/A
|
65.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-649- 1.8% |
N/A
|
35.5K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-13.3K- 76.86% |
N/A
|
3.99K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.1K- 40.6% |
N/A
|
4.54K
$0
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
244New |
N/A
|
244
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
344K+ 29.4% |
N/A
|
1.52M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
5.68KNew |
N/A
|
5.68K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 0.58% |
N/A
|
5.53K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-363K- 96.92% |
N/A
|
11.5K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
698New |
N/A
|
698
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
172KNew |
N/A
|
172K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-17.6K- 48.56% |
N/A
|
18.7K
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-103K- 55.09% |
N/A
|
84.1K
$0
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
308New |
N/A
|
308
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
72.5KNew |
N/A
|
72.5K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-459- 2.51% |
N/A
|
17.8K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Tuttle Capital Management, LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-4.84K- 17.24% |
N/A
|
23.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
N/A
|
26.3K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-19.6K- 25.2% |
N/A
|
58.2K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 25.0% |
N/A
|
2.5K
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
34.5KNew |
N/A
|
34.5K
$0
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
N/A
|
15
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
41.9KNew |
N/A
|
41.9K
$0
|
|