Purchases and Sales Made in Q4 2023 in Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE)

XONE Quotes by TradingView

This table provides information about the institutional ownership of Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF (XONE) during Q4 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
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
754K
New
N/A
754K $0
Jan 16, 2024 Q4 2023
3 Edge Asset Management, LP

BUY
 -
307K
New
N/A
307K $0
Nov 05, 2024 Q4 2023
Confluence Investment Management LLC

BUY
 -
288K
+ 191.43%
N/A
438K $0
Jan 31, 2024 Q4 2023
Tanager Wealth Management LLP

BUY
 -
106K
+ 39.71%
N/A
374K $0
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

BUY
 -
80.7K
+ 40.84%
N/A
278K $0
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
78.2K
+ 1784.02%
N/A
82.6K $0
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
47.1K
+ 15428.2%
N/A
47.4K $0
Feb 14, 2024 Q4 2023
Connectus Wealth, LLC

Cincinnati, OH
BUY
 -
45K
+ 5.31%
N/A
892K $0
Jan 26, 2024 Q4 2023
Financial Guidance Group, Inc.

BUY
 -
34.3K
+ 251.64%
N/A
48K $0
Feb 14, 2024 Q4 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
27.6K
+ 1639.73%
N/A
29.3K $0
Jan 16, 2024 Q4 2023
Portside Wealth Group, LLC

Provo, UT
BUY
 -
23.8K
New
N/A
23.8K $0
Feb 09, 2024 Q4 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
20.4K
New
N/A
20.4K $0
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
19.5K
+ 70.72%
N/A
47.1K $0
Mar 19, 2024 Q4 2023
Warren Street Wealth Advisors, LLC

BUY
 -
18K
+ 438.91%
N/A
22.1K $0
Jan 17, 2024 Q4 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
15.1K
New
N/A
15.1K $0
Feb 13, 2024 Q4 2023
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
12.8K
New
N/A
12.8K $0
Feb 05, 2024 Q4 2023
Norden Group LLC

Provo, UT
BUY
 -
12.8K
New
N/A
12.8K $0
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.4K
New
N/A
11.4K $0
Feb 14, 2024 Q4 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
10.2K
+ 9.84%
N/A
114K $0
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
9.39K
New
N/A
9.39K $0
Feb 08, 2024 Q4 2023
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
8.28K
+ 16.9%
N/A
57.3K $0
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
8.25K
New
N/A
8.25K $0
Feb 08, 2024 Q4 2023
Exchange Capital Management, Inc.

BUY
 -
6.2K
+ 48.87%
N/A
18.9K $0
Jan 03, 2024 Q4 2023
Eisner Amper Wealth Management Corporate Benefits, LLC

Iselin, NJ
BUY
 -
5.2K
New
N/A
5.2K $0
Feb 14, 2024 Q4 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
5.15K
New
N/A
5.15K $0
Jan 08, 2024 Q4 2023
Richard P Slaughter Associates Inc

BUY
 -
4.93K
New
N/A
4.93K $0
Apr 22, 2024 Q4 2023
First Purpose Wealth LLC

BUY
 -
4.91K
New
N/A
4.91K $0
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
4.7K
New
N/A
4.7K $0
Feb 14, 2024 Q4 2023
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
4.54K
New
N/A
4.54K $0
Feb 07, 2024 Q4 2023
Astoria Portfolio Advisors Llc.

BUY
 -
4.03K
New
N/A
4.03K $0
Feb 12, 2024 Q4 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
3.73K
+ 3.32%
N/A
116K $0
Feb 05, 2024 Q4 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.71K
+ 270.04%
N/A
5.08K $0
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.32K
+ 25.09%
N/A
11.5K $0
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
1.61K
New
N/A
1.61K $0
Jan 12, 2024 Q4 2023
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
907
New
N/A
907 $0
Feb 13, 2024 Q4 2023
Vermillion & White Wealth Management Group, LLC

Phoenixville, PA
BUY
 -
768
New
N/A
768 $0
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
731
+ 6.33%
N/A
12.3K $0
Feb 07, 2024 Q4 2023
Shore Point Advisors, LLC

BUY
 -
665
+ 4.71%
N/A
14.8K $0
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
538
New
N/A
538 $0
Jan 16, 2024 Q4 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
325
+ 3.44%
N/A
9.78K $0
Feb 05, 2024 Q4 2023
Matrix Trust CO

BUY
 -
288
New
N/A
288 $0
Jan 17, 2024 Q4 2023
First Premier Bank

BUY
 -
249
New
N/A
249 $0
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
213
+ 2.7%
N/A
8.1K $0
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
188
+ 6.54%
N/A
3.06K $0
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
169
New
N/A
169 $0
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
26
New
N/A
26 $0
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
1
+ 0.68%
N/A
149 $0
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
N/A
0 $0
Jan 05, 2024 Q4 2023
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-101
- 1.65%
N/A
6.01K $0

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