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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.02K+ 46.84% |
N/A
|
6.34K
$0
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.2K+ 11.04% |
N/A
|
12.1K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.02KNew |
N/A
|
1.02K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
901+ 1.58% |
N/A
|
57.8K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
491+ 9.16% |
N/A
|
5.85K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 10.57% |
N/A
|
4.18K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
310+ 0.75% |
N/A
|
41.4K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
130+ 1.31% |
N/A
|
10K
$0
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
103+ 2.09% |
N/A
|
5.02K
$0
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
87+ 1.08% |
N/A
|
8.14K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 93.55% |
N/A
|
120
$0
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
BUY
|
- |
14+ 0.07% |
N/A
|
19.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4+ 0.01% |
N/A
|
38.9K
$0
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-52- 98.11% |
N/A
|
1
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-158- 0.1% |
N/A
|
159K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
SELL
|
- |
-286- 0.72% |
N/A
|
39.2K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-649- 1.8% |
N/A
|
35.5K
$0
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-759- 4.45% |
N/A
|
16.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.44K- 7.72% |
N/A
|
17.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.6K- 3.79% |
N/A
|
40.6K
$0
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2K- 15.76% |
N/A
|
10.7K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-3.1K- 40.6% |
N/A
|
4.54K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5K- 6.59% |
N/A
|
70.8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-5.25KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-13.3K- 76.86% |
N/A
|
3.99K
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.5K- 87.23% |
N/A
|
2.27K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.5K- 87.23% |
N/A
|
2.27K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-19.3K- 66.75% |
N/A
|
9.62K
$0
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-28.9K- 3.92% |
N/A
|
709K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38.9K- 5.39% |
N/A
|
682K
$0
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-48.2K- 6.71% |
N/A
|
671K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-54.8K- 26.8% |
N/A
|
150K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-92.6K- 65.33% |
N/A
|
49.1K
$0
|
|
|
May 10, 2024
Q1 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-303K- 14.1% |
N/A
|
1.84M
$0
|
|
|
May 01, 2024
Q1 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-547K- 31.06% |
N/A
|
1.21M
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-1.28M- 74.43% |
N/A
|
438K
$0
|