BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership $50.54 -0.01 (-0.02%) (As of 11/22/2024 ET) Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)Number ofInstitutional Buyers(last 12 months)13TotalInstitutional Inflows(last 12 months)$36.96MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$25.19K Get TAXX Insider Trade Alerts Want to know when executives and insiders are buying or selling BondBloxx IR+M Tax-Aware Short Duration ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data TAXX Institutional Buying and Selling by Quarter Ad Colonial Metals“This Changes Everything” - Trump Hands Millions Massive IRS GiftNow it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as we wait for Trump's agenda to kick in…>> YES! Send Me My FREE Gold Guide! BondBloxx IR+M Tax-Aware Short Duration ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/18/2024 JDM Financial Group LLC24,425$1.24M0.7%-2.0%2.304% 11/15/2024 Delos Wealth Advisors LLC2,576$131K0.1%N/A0.243% 11/15/2024 Orion Portfolio Solutions LLC19,967$1.01M0.0%N/A1.884% 11/15/2024 EP Wealth Advisors LLC106,325$5.40M0.0%N/A10.031% 11/15/2024 Jane Street Group LLC16,239$825K0.0%N/A1.532% 11/12/2024 M Holdings Securities Inc.12,440$632K0.2%N/A1.174% 11/12/2024 CFS Investment Advisory Services LLC4,664$237K0.0%N/A0.440% 11/6/2024 BCGM Wealth Management LLC63,336$3.22M1.0%N/A5.975% 10/29/2024 Fullcircle Wealth LLC8,600$435K0.2%N/A0.811% 10/28/2024 Catalyst Financial Partners LLC12,176$618K0.1%N/A1.149% 10/23/2024 Tanager Wealth Management LLP29,052$1.48M0.2%+339.6%2.741% 10/8/2024 CWM LLC196,562$9.98M0.0%N/A18.544% 8/9/2024 One Capital Management LLC159,428$7.99M0.3%N/A15.040% 7/25/2024 Tanager Wealth Management LLP6,608$331K0.0%N/A0.623% 4/25/2024 Income Research & Management100,000$5M3.4%N/A9.709% (Data available from 1/1/2016 forward) TAXX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of TAXX shares? During the previous two years, 14 institutional investors and hedge funds held shares of BondBloxx IR+M Tax-Aware Short Duration ETF. The most heavily invested institutionals were CWM LLC ($9.98M), One Capital Management LLC ($7.99M), EP Wealth Advisors LLC ($5.40M), Income Research & Management ($5M), BCGM Wealth Management LLC ($3.22M), Tanager Wealth Management LLP ($1.48M), and JDM Financial Group LLC ($1.24M).Learn more on TAXX's institutional investors. Which institutional investors have been buying BondBloxx IR+M Tax-Aware Short Duration ETF stock? Of the 13 institutional investors that purchased BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CWM LLC ($196.56K), One Capital Management LLC ($159.43K), EP Wealth Advisors LLC ($106.33K), Income Research & Management ($100K), BCGM Wealth Management LLC ($63.34K), Tanager Wealth Management LLP ($29.05K), and Orion Portfolio Solutions LLC ($19.97K). How much institutional buying is happening at BondBloxx IR+M Tax-Aware Short Duration ETF? Institutional investors have bought a total of 731,365 shares in the last 24 months. This purchase volume represents approximately $36.96M in transactions. Which BondBloxx IR+M Tax-Aware Short Duration ETF major shareholders have been selling company stock? The following institutional investors have sold BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months: JDM Financial Group LLC ($496.00). How much institutional selling is happening at BondBloxx IR+M Tax-Aware Short Duration ETF? Institutional investors have sold a total of 496 shares in the last 24 months. This volume of shares sold represents approximately $25.19K in transactions. Related Companies Putnam ESG Ultra Short ETF Institutional Ownership Regan Floating Rate MBS ETF Institutional Ownership Invesco BulletShares 2030 Municipal Bond ETF Institutional Ownership Franklin Municipal Green Bond ETF Institutional Ownership Invesco International Corporate Bond ETF Institutional Ownership Invesco BulletShares 2028 Municipal Bond ETF Institutional Ownership T. Rowe Price QM U.S. Bond ETF Institutional Ownership Simplify National Muni Bond ETF Institutional Ownership iShares Interest Rate Hedged Long-Term Corporate Bond ETF Institutional Ownership BNY Mellon Ultra Short Income ETF Institutional Ownership This page (NYSEARCA:TAXX) was last updated on 11/24/2024 by MarketBeat.com Staff From Our PartnersNew post-election stock warning from Wall StreetIf you’re holding U.S. stocks, it may be time to brace for impact. The S&P 500 crossed 6,000 for the first ...Chaikin Analytics | Sponsored[625,000% Gain] – Are You Ready for the Next Altcoin Boom?All of our key indicators are flashing the same signal: an altcoin season is fast approaching. 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