Latest Institutional Purchases of Bondbloxx ETF Tr Bloomberg 6 M (XHLF)
This list provides information on the latest institutional transactions involving Bondbloxx ETF Tr Bloomberg 6 M (XHLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
826K+ 61.05% |
N/A
|
2.18M
$0
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
208K+ 221.92% |
N/A
|
302K
$0
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
20.5K+ 60.4% |
N/A
|
54.5K
$0
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
18.6KNew |
N/A
|
18.6K
$0
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
12.9K+ 12.76% |
N/A
|
114K
$0
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$0
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.75KNew |
N/A
|
6.75K
$0
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.49K+ 11.07% |
N/A
|
65.1K
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.13KNew |
N/A
|
6.13K
$0
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.12KNew |
N/A
|
6.12K
$0
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.68KNew |
N/A
|
5.68K
$0
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.16KNew |
N/A
|
4.16K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 11.11% |
N/A
|
35.6K
$0
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.51KNew |
N/A
|
1.51K
$0
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1.11KNew |
N/A
|
1.11K
$0
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
917+ 8.24% |
N/A
|
12K
$0
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
292+ 6.91% |
N/A
|
4.52K
$0
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126New |
N/A
|
126
$0
|
|
Q3 2024 | |||||||
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.87MNew |
N/A
|
1.87M
$0
|
|
Oct 22, 2024
Q3 2024
|
Northland Capital Management LLC
|
BUY
|
- |
473KNew |
N/A
|
473K
$0
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
285K+ 10231.65% |
N/A
|
288K
$0
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
240KNew |
N/A
|
240K
$0
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
171KNew |
N/A
|
171K
$0
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
94.9K+ 56.38% |
N/A
|
263K
$0
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
92.3K+ 64.2% |
N/A
|
236K
$0
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
59.8KNew |
N/A
|
59.8K
$0
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
37.8K+ 163.36% |
N/A
|
61K
$0
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
34.1KNew |
N/A
|
34.1K
$0
|
|
Nov 14, 2024
Q3 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
24K+ 13.76% |
N/A
|
198K
$0
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
22.4KNew |
N/A
|
22.4K
$0
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
19.6K+ 211.55% |
N/A
|
28.8K
$0
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
19.5K+ 8.45% |
N/A
|
251K
$0
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.97K+ 19.57% |
N/A
|
54.8K
$0
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
8.22KNew |
N/A
|
8.22K
$0
|
|
Nov 06, 2024
Q3 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.49KNew |
N/A
|
6.49K
$0
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
BUY
|
- |
6.46K+ 44.06% |
N/A
|
21.1K
$0
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.39K+ 63.0% |
N/A
|
13.9K
$0
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.21K+ 18.05% |
N/A
|
34.1K
$0
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.01KNew |
N/A
|
4.01K
$0
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.11K+ 17.53% |
N/A
|
20.9K
$0
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.81K+ 17.65% |
N/A
|
18.8K
$0
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.54K+ 24.48% |
N/A
|
7.84K
$0
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.28K+ 85.92% |
N/A
|
2.77K
$0
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
1.11K+ 7.19% |
N/A
|
16.5K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
860+ 18.07% |
N/A
|
5.62K
$0
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
782+ 9.37% |
N/A
|
9.13K
$0
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
485+ 3.73% |
N/A
|
13.5K
$0
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
468New |
N/A
|
468
$0
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
114New |
N/A
|
114
$0
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
48+ 0.3% |
N/A
|
15.9K
$0
|