Purchases and Sales Made in Q1 2024 in Bondbloxx ETF Tr Bloomberg 6 M (XHLF)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Bloomberg 6 M (XHLF) during Q1 2024. The information is specifically focused on institutions that hold shares of BONDBLOXX ETF TR BLOOMBERG 6 M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.48MNew |
N/A
|
2.48M
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.02M+ 70.52% |
N/A
|
2.48M
$0
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
334K+ 8.57% |
N/A
|
4.23M
$0
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
224KNew |
N/A
|
224K
$0
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
202K+ 60.31% |
N/A
|
537K
$0
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
188K+ 760.1% |
N/A
|
213K
$0
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
124K+ 1358.95% |
N/A
|
133K
$0
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
110K+ 412.14% |
N/A
|
137K
$0
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
102KNew |
N/A
|
102K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
98.5KNew |
N/A
|
98.5K
$0
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
92K+ 76.84% |
N/A
|
212K
$0
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
87.5KNew |
N/A
|
87.5K
$0
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
82.8K+ 20.0% |
N/A
|
496K
$0
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
69.4K+ 4.66% |
N/A
|
1.56M
$0
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
66.9K+ 51.66% |
N/A
|
196K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
61.4K+ 28.5% |
N/A
|
277K
$0
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.6K+ 135.22% |
N/A
|
91.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
52.1K+ 1302.2% |
N/A
|
56.1K
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
44.2K+ 12.09% |
N/A
|
410K
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
38.6K+ 519.34% |
N/A
|
46K
$0
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
34.6K+ 57.61% |
N/A
|
94.6K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.5K+ 34.75% |
N/A
|
134K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.3K+ 62.93% |
N/A
|
88.7K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.8K+ 129.36% |
N/A
|
52.9K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
22.7KNew |
N/A
|
22.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
19.4K+ 48.72% |
N/A
|
59.2K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 60.4% |
N/A
|
46.2K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.2K+ 132.18% |
N/A
|
30.2K
$0
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.4KNew |
N/A
|
16.4K
$0
|
|
|
May 02, 2024
Q1 2024
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
15.3K+ 30.78% |
N/A
|
65.2K
$0
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
14.5K+ 4.17% |
N/A
|
362K
$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
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8KNew |
N/A
|
12.8K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.1K+ 62.99% |
N/A
|
31.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.8K+ 153.62% |
N/A
|
17.9K
$0
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.13K+ 24.92% |
N/A
|
45.8K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
8.85KNew |
N/A
|
8.85K
$0
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.19KNew |
N/A
|
8.19K
$0
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.17KNew |
N/A
|
8.17K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.75K+ 24.41% |
N/A
|
39.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.51K+ 27.5% |
N/A
|
30.2K
$0
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.87KNew |
N/A
|
5.87K
$0
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.65K+ 435.77% |
N/A
|
5.72K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.51K+ 644.29% |
N/A
|
5.21K
$0
|
|
|
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
2.7K+ 2.67% |
N/A
|
104K
$0
|
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.53K+ 47.84% |
N/A
|
7.82K
$0
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
BUY
|
- |
2.46K+ 40.37% |
N/A
|
8.55K
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.27KNew |
N/A
|
2.27K
$0
|