Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / ESG ADVNCD HY BD
-
Total 13F shares
-
1,216,508
-
Share change
-
+36,990
-
Total reported value
-
$57,598,288
-
Price per share
-
$47.34
-
Number of holders
-
61
-
Value change
-
+$1,841,430
-
Number of buys
-
42
-
Number of sells
-
15
Institutional Holders of ISHARES TR - ESG ADVNCD HY BD (HYXF) as of Q3 2024
As of 30 Sep 2024,
ISHARES TR - ESG ADVNCD HY BD (HYXF) was held by
61 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,216,508 shares.
The largest 10 holders included
SigFig Wealth Management, LLC, BlackRock, Inc., Financial Network Wealth Management LLC, Colorado Capital Management, Inc., UBS Group AG, COMMONWEALTH EQUITY SERVICES, LLC, Balanced Rock Investment Advisors LLC, Raymond James Financial Services Advisors, Inc., ASSETMARK, INC, and HARBOUR INVESTMENTS, INC..
This page lists
61
institutional shareholders reporting positions in this security
for the Q3 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.