Balanced Rock Investment Advisor Ishares Tr Esg Advanced High Y Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Esg Advanced High Y stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 60,089 shares of HYXF stock, worth $2.78 Million. This represents 2.23% of its overall portfolio holdings.
Number of Shares
60,089
Previous 58,440
2.82%
Holding current value
$2.78 Million
Previous $2.64 Billion
7.77%
% of portfolio
2.23%
Previous 2.22%
Shares
4 transactions
Others Institutions Holding HYXF
# of Institutions
65Shares Held
1.24MCall Options Held
0Put Options Held
0-
Sig Fig Wealth Management, LLC San Francisco, CA189KShares$8.75 Million0.33% of portfolio
-
Black Rock Inc. New York, NY112KShares$5.2 Million0.0% of portfolio
-
Financial Network Wealth Management LLC Draper, UT86.9KShares$4.02 Million1.47% of portfolio
-
Colorado Capital Management, Inc.71KShares$3.29 Million1.66% of portfolio
-
Ubs Group Ag64.7KShares$3 Million0.0% of portfolio