Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.17MNew |
N/A
|
1.17M
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
BUY
|
- |
476K+ 43.64% |
N/A
|
1.57M
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
353KNew |
N/A
|
353K
$0
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
155KNew |
N/A
|
155K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
125K+ 464.5% |
N/A
|
152K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
123KNew |
N/A
|
123K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115KNew |
N/A
|
115K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
113KNew |
N/A
|
113K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
97.7KNew |
N/A
|
97.7K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
92.1K+ 53.37% |
N/A
|
265K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
91.7K+ 53.18% |
N/A
|
264K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
77.3K+ 32.16% |
N/A
|
318K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Norden Group LLC
Provo, UT |
BUY
|
- |
72.5KNew |
N/A
|
72.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
72.5KNew |
N/A
|
72.5K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
70.6KNew |
N/A
|
70.6K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
58.4K+ 28.21% |
N/A
|
265K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
52K+ 25.32% |
N/A
|
258K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
22.2KNew |
N/A
|
22.2K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.5K+ 6.29% |
N/A
|
346K
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.4K+ 43.04% |
N/A
|
64.6K
$0
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
18.8KNew |
N/A
|
18.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.9KNew |
N/A
|
17.9K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
16.8K+ 4.7% |
N/A
|
374K
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Tuttle Capital Management, LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
14.2K+ 10.99% |
N/A
|
143K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
12.3K+ 265.82% |
N/A
|
17K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.2KNew |
N/A
|
12.2K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.7K+ 36.31% |
N/A
|
44.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.1KNew |
N/A
|
11.1K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
9.7KNew |
N/A
|
9.7K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.17KNew |
N/A
|
9.17K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
7.62K+ 40.07% |
N/A
|
26.6K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.5KNew |
N/A
|
7.5K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.3KNew |
N/A
|
6.3K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.5KNew |
N/A
|
5.5K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.41K+ 11.82% |
N/A
|
51.2K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
BUY
|
- |
4KNew |
N/A
|
4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9KNew |
N/A
|
3.9K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Matrix Trust CO
|
BUY
|
- |
3.03K+ 53.17% |
N/A
|
8.73K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.28K+ 33.09% |
N/A
|
9.17K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.19K+ 6.38% |
N/A
|
36.5K
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.83K+ 0.47% |
N/A
|
393K
$0
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
308New |
N/A
|
308
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
268+ 7.32% |
N/A
|
3.93K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 73.08% |
N/A
|
45
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-87- 0.88% |
N/A
|
9.77K
$0
|