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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.78K- 27.26% |
$130K - $132K
|
7.42K
$349K
|
|
|
Oct 23, 2025
Q3 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.58K+ 2.97% |
$121K - $123K
|
89.2K
$4.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
15.1KNew |
$710K - $720K
|
15.1K
$712K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-696- 0.96% |
$32.6K - $33.1K
|
71.6K
$3.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21.7K+ 10.43% |
$1.02M - $1.03M
|
230K
$10.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 1.23% |
$93.8 - $95.1
|
164
$7.71K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.6% |
$797 - $809
|
2.84K
$133K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.34K+ 4456.67% |
$62.7K - $63.6K
|
1.37K
$64.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
797+ 10.68% |
$37.4K - $37.9K
|
8.26K
$388K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
98+ 2.08% |
$4.59K - $4.66K
|
4.81K
$226K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.55K- 18.83% |
$113K - $125K
|
11K
$516K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
137+ 18.77% |
$6.08K - $6.73K
|
867
$40.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.98K+ 16.82% |
$87.8K - $97.2K
|
13.7K
$646K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
79+ 1.51% |
$3.51K - $3.88K
|
5.31K
$250K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
442+ 1.97% |
$19.6K - $21.7K
|
22.9K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.22K- 15.46% |
$54.2K - $60K
|
6.68K
$314K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
16.9KNew |
$752K - $832K
|
16.9K
$797K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
1.55K+ 21.72% |
$69K - $76.3K
|
8.71K
$410K
|
|
|
Jul 23, 2025
Q2 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-157- 23.54% |
$6.97K - $7.71K
|
510
$24K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.83KNew |
$81.1K - $89.7K
|
1.83K
$85.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-6.4K- 47.48% |
$284K - $314K
|
7.08K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.14% |
$44.4 - $49.1
|
699
$32.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
130New |
$5.77K - $6.38K
|
130
$6.11K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.04KNew |
$232K - $237K
|
5.04K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-142- 2.96% |
$6.54K - $6.67K
|
4.65K
$219K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19K+ 99.48% |
$876K - $893K
|
38.2K
$1.79M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.7KNew |
$78.3K - $79.8K
|
1.7K
$80K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1+ 0.04% |
$46.1 - $46.9
|
2.32K
$109K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-684- 66.02% |
$31.5K - $32.1K
|
352
$16.6K
|
|
| Q4 2024 | |||||||
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
323New |
$14.9K - $15.2K
|
323
$15.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
425New |
$19.6K - $20K
|
425
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
694New |
$31.9K - $32.7K
|
694
$32.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
130KNew |
$5.98M - $6.12M
|
130K
$6.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
30.4K+ 106.49% |
$1.4M - $1.43M
|
58.9K
$2.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
73+ 2.14% |
$3.36K - $3.44K
|
3.49K
$164K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.26KNew |
$191K - $201K
|
4.26K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24New |
$1.08K - $1.14K
|
24
$1.13K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-647- 11.14% |
$29.1K - $30.6K
|
5.16K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.82K+ 4.63% |
$81.6K - $86K
|
41.1K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
22+ 1.64% |
$988 - $1.04K
|
1.37K
$64.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
588New |
$26.4K - $27.8K
|
588
$27.7K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 0.87% |
$2.66K - $2.73K
|
6.97K
$328K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.37K+ 79.18% |
$194K - $198K
|
9.88K
$465K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
276+ 27600.0% |
$12.4K - $12.6K
|
277
$13K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.8K- 94.72% |
$484K - $493K
|
600
$28.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9KNew |
$894K - $911K
|
19.9K
$936K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11.1K- 8.96% |
$497K - $506K
|
112K
$5.28M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
13.4KNew |
$603K - $614K
|
13.4K
$631K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
SELL
|
- |
-134- 8.97% |
$6.02K - $6.14K
|
1.36K
$64K
|
|