Latest Institutional Transactions on Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE)
This table provides information on the latest institutional transactions involving Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
6.73KNew |
N/A
|
6.73K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
642New |
N/A
|
642
$0
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.14K+ 4.21% |
N/A
|
28.1K
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
365New |
N/A
|
365
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
367New |
N/A
|
367
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
7.02K+ 2.22% |
N/A
|
323K
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
890KNew |
N/A
|
890K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
400+ 17.54% |
N/A
|
2.68K
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
459New |
N/A
|
459
$0
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
301New |
N/A
|
301
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
618New |
N/A
|
618
$0
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.16KNew |
N/A
|
1.16K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
7.91KNew |
N/A
|
7.91K
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.1KNew |
N/A
|
1.1K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.27K+ 88.03% |
N/A
|
9.13K
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
247+ 1.57% |
N/A
|
16K
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-50- 0.37% |
N/A
|
13.4K
$0
|
|
| Q3 2024 | |||||||
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
140+ 3.38% |
N/A
|
4.28K
$0
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.03KNew |
N/A
|
4.03K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
394KNew |
N/A
|
394K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
304KNew |
N/A
|
304K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.5K+ 11.3% |
N/A
|
123K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-8.06K- 2.99% |
N/A
|
261K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 51.97% |
N/A
|
8.19K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69- 0.94% |
N/A
|
7.31K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
113New |
N/A
|
113
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
379+ 4.61% |
N/A
|
8.59K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.52K+ 67.04% |
N/A
|
13.8K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
704+ 58.09% |
N/A
|
1.92K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
34+ 10.66% |
N/A
|
353
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 17.97% |
N/A
|
8.68K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-305- 7.19% |
N/A
|
3.94K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
765+ 10.05% |
N/A
|
8.38K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 50.0% |
N/A
|
300
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
13.4K+ 33.9% |
N/A
|
52.9K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
970+ 299.38% |
N/A
|
1.29K
$0
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.69K- 30.59% |
N/A
|
6.11K
$0
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-56.9K- 6.37% |
N/A
|
836K
$0
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
7.82KNew |
N/A
|
7.82K
$0
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-20.6K- 17.76% |
N/A
|
95.5K
$0
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-244- 4.06% |
N/A
|
5.77K
$0
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-19.5K- 80.67% |
N/A
|
4.67K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
52+ 1.06% |
N/A
|
4.96K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
210K+ 1636.91% |
N/A
|
222K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
110New |
N/A
|
110
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13.4KNew |
N/A
|
13.4K
$0
|
|