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 |
---|---|---|---|---|---|---|---|
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 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
|
Peterson Financial Group, Inc.
|
BUY
|
- |
472New |
N/A
|
472
$0
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-233- 5.07% |
N/A
|
4.37K
$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
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
171+ 57.38% |
N/A
|
469
$0
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-668- 1.47% |
N/A
|
44.7K
$0
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 1.47% |
N/A
|
67
$0
|
|
Oct 24, 2024
Q3 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-13.5K- 8.8% |
N/A
|
140K
$0
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
25+ 0.54% |
N/A
|
4.67K
$0
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-731- 1.56% |
N/A
|
46K
$0
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-189- 6.27% |
N/A
|
2.82K
$0
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
18.9KNew |
N/A
|
18.9K
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-28- 0.55% |
N/A
|
5.09K
$0
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.94K- 4.48% |
N/A
|
84K
$0
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
184+ 4.35% |
N/A
|
4.42K
$0
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
648New |
N/A
|
648
$0
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.02K- 36.72% |
N/A
|
1.75K
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
N/A
|
22.3K
$0
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
9.46KNew |
N/A
|
9.46K
$0
|
|
Q4 2023 | |||||||
May 10, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.74K+ 1330.33% |
N/A
|
10.5K
$0
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
404KNew |
N/A
|
404K
$0
|