Purchases and Sales Made in Q2 2024 in Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE)
This table provides information about the institutional ownership of Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE) during Q2 2024. The information is specifically focused on institutions that hold shares of Bondbloxx Bloomberg One Year Target Duration US Treasury ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
307KNew |
N/A
|
307K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
128K+ 16.24% |
N/A
|
917K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
111KNew |
N/A
|
111K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
85.5K+ 220.59% |
N/A
|
124K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
66.5KNew |
N/A
|
66.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.4K+ 20.88% |
N/A
|
298K
$0
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.8K+ 2880100.0% |
N/A
|
28.8K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
28.8K+ 2880100.0% |
N/A
|
28.8K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
21.2KNew |
N/A
|
21.2K
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
19.5K+ 22.32% |
N/A
|
107K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
19.2KNew |
N/A
|
19.2K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
13.4K+ 33.9% |
N/A
|
52.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.25K+ 48.62% |
N/A
|
25.2K
$0
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.24KNew |
N/A
|
8.24K
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.21KNew |
N/A
|
8.21K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.85K+ 2.59% |
N/A
|
271K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.27K+ 21.28% |
N/A
|
35.7K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
6.04K+ 49.19% |
N/A
|
18.3K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.79KNew |
N/A
|
4.79K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.72KNew |
N/A
|
4.72K
$0
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
4.14KNew |
N/A
|
4.14K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.93K+ 5.29% |
N/A
|
78.4K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.89K+ 3.88% |
N/A
|
77.2K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.78KNew |
N/A
|
2.78K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.52K+ 12.77% |
N/A
|
22.3K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.84K+ 40.77% |
N/A
|
6.36K
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.04K+ 14.52% |
N/A
|
8.22K
$0
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
970+ 299.38% |
N/A
|
1.29K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
765+ 10.05% |
N/A
|
8.38K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
457+ 4.51% |
N/A
|
10.6K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
267+ 5.25% |
N/A
|
5.35K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
230+ 1.52% |
N/A
|
15.3K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
126+ 3.51% |
N/A
|
3.72K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
108+ 1.31% |
N/A
|
8.34K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
100+ 50.0% |
N/A
|
300
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
10+ 3.24% |
N/A
|
319
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-305- 7.19% |
N/A
|
3.94K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-774- 3.48% |
N/A
|
21.5K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-782- 24.11% |
N/A
|
2.46K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.9K- 17.97% |
N/A
|
8.68K
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-2.77K- 4.02% |
N/A
|
66K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.86K- 34.37% |
N/A
|
7.37K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-4.23K- 23.13% |
N/A
|
14.1K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5.16K- 15.07% |
N/A
|
29.1K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.39K- 50.0% |
N/A
|
5.39K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.5K- 37.13% |
N/A
|
14.4K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-8.9K- 15.45% |
N/A
|
48.7K
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-9.48K- 19.92% |
N/A
|
38.1K
$0
|