Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 10.7% |
N/A
|
10.9K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-1.83K- 4.16% |
N/A
|
42.2K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
SELL
|
- |
-2.64K- 30.22% |
N/A
|
6.09K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.12K- 23.08% |
N/A
|
17.1K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.91K- 21.82% |
N/A
|
24.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8.03K- 65.03% |
N/A
|
4.32K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9.74K- 64.8% |
N/A
|
5.29K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.1K- 15.66% |
N/A
|
54.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 70.0% |
N/A
|
5.36K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-13.8K- 8.86% |
N/A
|
142K
$0
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-15.1K- 29.47% |
N/A
|
36.1K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-17.6K- 48.56% |
N/A
|
18.7K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.7K- 44.76% |
N/A
|
26.8K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-23.8K- 65.3% |
N/A
|
12.7K
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-39.1K- 34.03% |
N/A
|
75.8K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-56.6K- 75.21% |
N/A
|
18.7K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-63.5K- 63.4% |
N/A
|
36.6K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-70.5K- 99.92% |
N/A
|
53
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-71.9K- 63.63% |
N/A
|
41.1K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-83.2K- 58.09% |
N/A
|
60K
$0
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-103K- 55.09% |
N/A
|
84.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130K- 37.62% |
N/A
|
216K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188K- 59.26% |
N/A
|
129K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-189K- 48.04% |
N/A
|
204K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-363K- 96.92% |
N/A
|
11.5K
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-659K- 47.17% |
N/A
|
737K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
SELL
|
- |
-3.37M- 46.39% |
N/A
|
3.89M
$0
|