Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.9MNew |
N/A
|
1.9M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.24MNew |
N/A
|
1.24M
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
848KNew |
N/A
|
848K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
618KNew |
N/A
|
618K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
275K+ 193.52% |
N/A
|
416K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
262K+ 4724.49% |
N/A
|
267K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
170KNew |
N/A
|
170K
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
161K+ 1834.9% |
N/A
|
170K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
106KNew |
N/A
|
106K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
71.6KNew |
N/A
|
71.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
64.8K+ 136.41% |
N/A
|
112K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
42.5KNew |
N/A
|
42.5K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
36.2KNew |
N/A
|
36.2K
$0
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.5KNew |
N/A
|
25.5K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.4K+ 282.9% |
N/A
|
27.6K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
17KNew |
N/A
|
17K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
12.7KNew |
N/A
|
12.7K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.8K+ 6.41% |
N/A
|
179K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 27.53% |
N/A
|
49K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.22K+ 42.36% |
N/A
|
24.3K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.11KNew |
N/A
|
6.11K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 2.44% |
N/A
|
245K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
5.82KNew |
N/A
|
5.82K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.1KNew |
N/A
|
4.1K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.65K+ 40.19% |
N/A
|
9.23K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
581+ 7.95% |
N/A
|
7.89K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
527+ 9.44% |
N/A
|
6.11K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
410New |
N/A
|
410
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
305New |
N/A
|
305
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
227+ 1.64% |
N/A
|
14.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
37New |
N/A
|
37
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 0.52% |
N/A
|
2.87K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-251- 62.91% |
N/A
|
148
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-781- 0.75% |
N/A
|
104K
$0
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 12.05% |
N/A
|
10.6K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.52K- 36.46% |
N/A
|
4.39K
$0
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.76K- 73.27% |
N/A
|
1.37K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15.6K- 11.63% |
N/A
|
119K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-193K- 49.42% |
N/A
|
198K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-199K- 89.19% |
N/A
|
24.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-444K- 99.0% |
N/A
|
4.49K
$0
|