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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
5.2KNew |
N/A
|
5.2K
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
37New |
N/A
|
37
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.11KNew |
N/A
|
6.11K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-199K- 89.19% |
N/A
|
24.2K
$0
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
15.1KNew |
N/A
|
15.1K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.11KNew |
N/A
|
2.11K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
N/A
|
14.7K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.99K- 8.06% |
N/A
|
45.6K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13.8KNew |
N/A
|
13.8K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
| Q1 2023 | |||||||
|
Apr 18, 2023
Q1 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
448KNew |
N/A
|
448K
$0
|
|