Latest Institutional Transactions on Bondbloxx ETF Tr 7 Yr Target D (XSVN)
This table provides information on the latest institutional transactions involving Bondbloxx ETF Tr 7 Yr Target D (XSVN) 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 |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
959+ 2.71% |
N/A
|
36.3K
$0
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
28.6KNew |
N/A
|
28.6K
$0
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
924+ 10266.67% |
N/A
|
933
$0
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-5.4K- 0.77% |
N/A
|
697K
$0
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-17.7K- 86.68% |
N/A
|
2.72K
$0
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
85.6KNew |
N/A
|
85.6K
$0
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-342- 2.92% |
N/A
|
11.4K
$0
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.1K+ 113.83% |
N/A
|
28.4K
$0
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
41K+ 5.73% |
N/A
|
758K
$0
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
3.08K+ 13.14% |
N/A
|
26.5K
$0
|
|
Q1 2025 | |||||||
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
51.3K+ 166.35% |
N/A
|
82.1K
$0
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7KNew |
N/A
|
13.7K
$0
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.19K+ 14.19% |
N/A
|
74K
$0
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.2K- 27.83% |
N/A
|
88.8K
$0
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
119K+ 280.74% |
N/A
|
161K
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.53K+ 23.46% |
N/A
|
8.04K
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
126New |
N/A
|
126
$0
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-133- 99.25% |
N/A
|
1
$0
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.03KNew |
N/A
|
7.03K
$0
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
14.9K+ 39.09% |
N/A
|
53.1K
$0
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.85KNew |
N/A
|
7.85K
$0
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-161- 1.82% |
N/A
|
8.69K
$0
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.36K+ 558.97% |
N/A
|
8.67K
$0
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
27.5K+ 29.47% |
N/A
|
121K
$0
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2.67K+ 3.49% |
N/A
|
79.2K
$0
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
N/A
|
12
$0
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.52K- 2.35% |
N/A
|
63.3K
$0
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.38K- 49.8% |
N/A
|
1.39K
$0
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.82K+ 12.65% |
N/A
|
16.2K
$0
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.4K+ 2.68% |
N/A
|
168K
$0
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.65KNew |
N/A
|
4.65K
$0
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-179- 33.03% |
N/A
|
363
$0
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$0
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.24K+ 5.19% |
N/A
|
45.3K
$0
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-185- 4.22% |
N/A
|
4.2K
$0
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
12.6K+ 1.78% |
N/A
|
717K
$0
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.6K+ 193.27% |
N/A
|
70.7K
$0
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 26.57% |
N/A
|
7.18K
$0
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 22.78% |
N/A
|
11.6K
$0
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.92KNew |
N/A
|
3.92K
$0
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.7K+ 30.5% |
N/A
|
281K
$0
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
472New |
N/A
|
472
$0
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 57.38% |
N/A
|
469
$0
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-327- 3.91% |
N/A
|
8.04K
$0
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-233- 5.07% |
N/A
|
4.37K
$0
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-668- 1.47% |
N/A
|
44.7K
$0
|