Latest Institutional Transactions on Ishares Tr Esg Advanced High Y (HYXF)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Advanced High Y (HYXF) 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 |
---|---|---|---|---|---|---|---|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323New |
$14.9K - $15.2K
|
323
$15.1K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.51K+ 8.15% |
$69.4K - $71.1K
|
20K
$935K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73+ 0.4% |
$3.36K - $3.44K
|
18.3K
$853K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.52KNew |
$69.9K - $71.5K
|
1.52K
$71K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6+ 0.12% |
$276 - $283
|
4.85K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
958+ 1.48% |
$44.1K - $45.2K
|
65.7K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.81KNew |
$267K - $274K
|
5.81K
$271K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49- 0.44% |
$2.26K - $2.31K
|
11K
$515K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
41+ 0.79% |
$1.89K - $1.93K
|
5.23K
$245K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$46 - $47.1
|
1
$46.8
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.36K- 15.67% |
$155K - $158K
|
18.1K
$845K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
348+ 3.01% |
$16K - $16.4K
|
11.9K
$557K
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
13KNew |
$600K - $614K
|
13K
$609K
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
722+ 9.81% |
$33.2K - $34K
|
8.09K
$378K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.41KNew |
$295K - $302K
|
6.41K
$299K
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.6K+ 4.32% |
$120K - $122K
|
62.7K
$2.93M
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-943- 3.33% |
$43.4K - $44.4K
|
27.3K
$1.28M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.03KNew |
$93.6K - $95.8K
|
2.03K
$95K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
732New |
$33.7K - $34.5K
|
732
$34.2K
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
425New |
$19.6K - $20K
|
425
$19.9K
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.35K+ 33.52% |
$62.3K - $63.8K
|
5.39K
$252K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.05K+ 97.28% |
$279K - $285K
|
12.3K
$574K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 13.65% |
$154K - $157K
|
21.1K
$986K
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 5.87% |
$511K - $524K
|
200K
$9.36M
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
5.74K+ 6.61% |
$264K - $271K
|
92.6K
$4.33M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.2K+ 57.99% |
$560K - $573K
|
33.1K
$1.55M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.07K- 16.49% |
$95.4K - $97.7K
|
10.5K
$491K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.39K+ 6.93% |
$202K - $207K
|
67.8K
$3.17M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
286+ 2.1% |
$13.2K - $13.5K
|
13.9K
$649K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
694New |
$31.9K - $32.7K
|
694
$32.4K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
404+ 1.26% |
$18.6K - $19K
|
32.5K
$1.52M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
622+ 14.08% |
$28.6K - $29.3K
|
5.04K
$236K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
235+ 1.83% |
$10.8K - $11.1K
|
13.1K
$612K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.99K+ 6.66% |
$91.4K - $93.6K
|
31.8K
$1.49M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
65+ 8.31% |
$2.99K - $3.06K
|
847
$39.6K
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
130KNew |
$5.98M - $6.12M
|
130K
$6.07M
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.68KNew |
$307K - $315K
|
6.68K
$312K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.54K+ 53.85% |
$393K - $402K
|
24.4K
$1.14M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 2.04% |
$46 - $47.1
|
50
$2.34K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
41KNew |
$1.89M - $1.93M
|
41K
$1.92M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
4.37K+ 13.21% |
$201K - $206K
|
37.4K
$1.75M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.99K- 12.71% |
$91.7K - $93.9K
|
13.7K
$640K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
102+ 4.17% |
$4.7K - $4.81K
|
2.55K
$119K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
549+ 28.11% |
$25.3K - $25.9K
|
2.5K
$117K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
21+ 2.05% |
$967 - $990
|
1.05K
$48.9K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
75+ 1.71% |
$3.45K - $3.53K
|
4.47K
$209K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-271- 1.4% |
$12.5K - $12.8K
|
19.1K
$894K
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
191+ 1.35% |
$8.79K - $9K
|
14.3K
$669K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.98K- 12.86% |
$137K - $141K
|
20.2K
$945K
|