Purchases and Sales Made in Q2 2024 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 2024. 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 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
545New |
N/A
|
545
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
361+ 4.22% |
N/A
|
8.91K
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
206+ 2.53% |
N/A
|
8.35K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
158New |
N/A
|
158
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
140+ 1.16% |
N/A
|
12.2K
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
119New |
N/A
|
119
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.24% |
N/A
|
4.19K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 5.83% |
N/A
|
127
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-91- 8.9% |
N/A
|
932
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-100- 1.03% |
N/A
|
9.6K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-330- 5.21% |
N/A
|
6.01K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-450- 8.64% |
N/A
|
4.76K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.06K- 11.06% |
N/A
|
8.55K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 11.26% |
N/A
|
8.89K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-2K- 11.18% |
N/A
|
15.9K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.02K- 5.2% |
N/A
|
36.9K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.12K- 12.13% |
N/A
|
15.4K
$0
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.13K- 9.32% |
N/A
|
20.7K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.36K- 13.71% |
N/A
|
14.9K
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.54K- 19.84% |
N/A
|
10.3K
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.87K- 17.02% |
N/A
|
18.9K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.23K- 73.94% |
N/A
|
1.49K
$0
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-4.82K- 24.75% |
N/A
|
14.7K
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14K- 30.35% |
N/A
|
32.1K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.2K- 56.93% |
N/A
|
13K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17.3K- 13.01% |
N/A
|
116K
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.9K- 28.1% |
N/A
|
50.9K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-25.3K- 16.89% |
N/A
|
124K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-27.1K- 19.7% |
N/A
|
110K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.9K- 5.39% |
N/A
|
508K
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29K- 50.1% |
N/A
|
28.9K
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-32K- 32.47% |
N/A
|
66.5K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38.2K- 17.06% |
N/A
|
186K
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-38.7K- 84.43% |
N/A
|
7.13K
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-40.5K- 39.7% |
N/A
|
61.5K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-40.8K- 6.08% |
N/A
|
630K
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-40.9K- 5.99% |
N/A
|
641K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
SELL
|
- |
-50.8K- 90.55% |
N/A
|
5.3K
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-51.7K- 7.3% |
N/A
|
657K
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-66.9K- 2.7% |
N/A
|
2.41M
$0
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-68K- 32.11% |
N/A
|
144K
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-84.2K- 23.25% |
N/A
|
278K
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-92K- 46.87% |
N/A
|
104K
$0
|
|
|
Aug 12, 2024
Q2 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-134K- 3.17% |
N/A
|
4.09M
$0
|
|
|
Jul 22, 2024
Q2 2024
|
A16z Perennial Management, L.P.
Menlo Park, CA |
SELL
|
- |
-319K- 17.31% |
N/A
|
1.52M
$0
|