Purchases and Sales Made in Q2 2023 in Bondbloxx ETF Tr Bloomberg 6 M (XHLF)
This table provides information about the institutional ownership of Bondbloxx ETF Tr Bloomberg 6 M (XHLF) during Q2 2023. The information is specifically focused on institutions that hold shares of BONDBLOXX ETF TR BLOOMBERG 6 M.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
14.2MNew |
N/A
|
14.2M
$0
|
|
|
Jul 14, 2023
Q2 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
7.99MNew |
N/A
|
7.99M
$0
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.48MNew |
N/A
|
1.48M
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
1.04M+ 152.71% |
N/A
|
1.71M
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
829KNew |
N/A
|
829K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
325KNew |
N/A
|
325K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
223K+ 25.66% |
N/A
|
1.09M
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
207KNew |
N/A
|
207K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
188KNew |
N/A
|
188K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
173KNew |
N/A
|
173K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
173KNew |
N/A
|
173K
$0
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
162K+ 375.13% |
N/A
|
206K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
131K+ 260.88% |
N/A
|
181K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
129KNew |
N/A
|
129K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
115KNew |
N/A
|
115K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
82.2KNew |
N/A
|
82.2K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
49.5KNew |
N/A
|
49.5K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
45.8KNew |
N/A
|
45.8K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
38.6KNew |
N/A
|
38.6K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34.3KNew |
N/A
|
34.3K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
33.3KNew |
N/A
|
33.3K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
32.3KNew |
N/A
|
32.3K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27.3K+ 152.85% |
N/A
|
45.1K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
26.3KNew |
N/A
|
26.3K
$0
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25.6K+ 31.86% |
N/A
|
106K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
25.6K+ 31.86% |
N/A
|
106K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 7.64% |
N/A
|
357K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
19KNew |
N/A
|
19K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
N/A
|
15K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.3KNew |
N/A
|
12.3K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
10.7K+ 17.27% |
N/A
|
72.4K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.85KNew |
N/A
|
9.85K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.26KNew |
N/A
|
7.26K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Matrix Trust CO
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.1KNew |
N/A
|
5.1K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.7KNew |
N/A
|
4.7K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.64KNew |
N/A
|
4.64K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
3.44K+ 13.95% |
N/A
|
28.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.31K+ 0.97% |
N/A
|
240K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.35KNew |
N/A
|
1.35K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.32K+ 3.15% |
N/A
|
43.3K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.1K+ 4.54% |
N/A
|
25.4K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500+ 25.0% |
N/A
|
2.5K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
413+ 12.72% |
N/A
|
3.66K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
396New |
N/A
|
396
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 62.5% |
N/A
|
26
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-687- 9.07% |
N/A
|
6.89K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-3.49K- 11.48% |
N/A
|
26.9K
$0
|