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BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership

$50.40
+0.03 (+0.06%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for BondBloxx IR+M Tax-Aware Short Duration ETF (NYSEARCA:TAXX)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$25.50M
Number of
Institutional Sellers
(last 12 months)
0
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TAXX Institutional Buying and Selling by Quarter

BondBloxx IR+M Tax-Aware Short Duration ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/9/2024One 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, the following institutional investors and hedge funds held shares of BondBloxx IR+M Tax-Aware Short Duration ETF shares: CWM LLC ($9.98M), One Capital Management LLC ($7.99M), Income Research & Management ($5M), Tanager Wealth Management LLP ($1.48M), and Catalyst Financial Partners LLC ($618K), Fullcircle Wealth LLC ($435K).Learn more on TAXX's institutional investors.

Which institutional investors have been buying BondBloxx IR+M Tax-Aware Short Duration ETF stock?

The following institutional investors have purchased BondBloxx IR+M Tax-Aware Short Duration ETF stock in the last 24 months: CWM LLC ($196.56K), One Capital Management LLC ($159.43K), Income Research & Management ($100K), Tanager Wealth Management LLP ($29.05K), Catalyst Financial Partners LLC ($12.18K), and Fullcircle Wealth LLC ($8.60K).

How much institutional buying is happening at BondBloxx IR+M Tax-Aware Short Duration ETF?

Institutional investors have bought a total of 505,818 shares in the last 24 months. This purchase volume represents approximately $25.50M in transactions.



This page (NYSEARCA:TAXX) was last updated on 11/2/2024 by MarketBeat.com Staff
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