Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
150KNew |
N/A
|
150K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
61.2K+ 6.68% |
N/A
|
978K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
51.7K+ 65.95% |
N/A
|
130K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
42.3K+ 145.48% |
N/A
|
71.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
37.1K+ 128.73% |
N/A
|
65.9K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.3K+ 28.42% |
N/A
|
160K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
26.7KNew |
N/A
|
26.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5K+ 184.25% |
N/A
|
40.9K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
18.9K+ 17.73% |
N/A
|
126K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
18.9KNew |
N/A
|
18.9K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.5K+ 11.3% |
N/A
|
123K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4KNew |
N/A
|
12.4K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
8.93KNew |
N/A
|
8.93K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
8.54K+ 2.78% |
N/A
|
316K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.58KNew |
N/A
|
7.58K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.6K+ 2.43% |
N/A
|
278K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.97KNew |
N/A
|
5.97K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.54K+ 8.34% |
N/A
|
72K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.52K+ 67.04% |
N/A
|
13.8K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.99KNew |
N/A
|
4.99K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
4.7K+ 13.15% |
N/A
|
40.4K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.66K+ 6.03% |
N/A
|
81.8K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.5K+ 93.84% |
N/A
|
9.29K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.48K+ 70.39% |
N/A
|
10.8K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 51.97% |
N/A
|
8.19K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.56K+ 10.13% |
N/A
|
27.8K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.49K+ 9.49% |
N/A
|
28.7K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.92K+ 68.88% |
N/A
|
4.7K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.89K+ 8.48% |
N/A
|
24.2K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.7K+ 7.93% |
N/A
|
23.2K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
N/A
|
1.47K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
851+ 18.04% |
N/A
|
5.57K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
704+ 58.09% |
N/A
|
1.92K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
612New |
N/A
|
612
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
458+ 5.57% |
N/A
|
8.68K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
394+ 2.57% |
N/A
|
15.7K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
379+ 4.61% |
N/A
|
8.59K
$0
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
113New |
N/A
|
113
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
105+ 1.26% |
N/A
|
8.44K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49+ 0.46% |
N/A
|
10.6K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
34+ 10.66% |
N/A
|
353
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
31+ 0.83% |
N/A
|
3.75K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8+ 0.15% |
N/A
|
5.36K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69- 0.94% |
N/A
|
7.31K
$0
|