BondBloxx IR+M Tax-Aware Short Duration ETF (TAXX) Institutional Ownership $50.35 -0.01 (-0.02%) As of 01/14/2025 04:10 PM Eastern 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)14TotalInstitutional Inflows(last 12 months)$37.13MNumber 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 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 CompanyDetails1/15/2025Guardian Financial Partners LLC30,151$1.52M0.9%+13.1%2.844% 11/18/2024JDM Financial Group LLC24,425$1.24M0.7%-2.0%2.304% 11/15/2024Delos Wealth Advisors LLC2,576$131K0.1%N/A0.243% 11/15/2024Orion Portfolio Solutions LLC19,967$1.01M0.0%N/A1.884% 11/15/2024EP Wealth Advisors LLC106,325$5.40M0.0%N/A10.031% 11/15/2024Jane Street Group LLC16,239$825K0.0%N/A1.532% 11/12/2024M Holdings Securities Inc.12,440$632K0.2%N/A1.174% 11/12/2024CFS Investment Advisory Services LLC4,664$237K0.0%N/A0.440% 11/6/2024BCGM Wealth Management LLC63,336$3.22M1.0%N/A5.975% 10/29/2024Fullcircle Wealth LLC8,600$435K0.2%N/A0.811% 10/28/2024Catalyst Financial Partners LLC12,176$618K0.1%N/A1.149% 10/23/2024Tanager Wealth Management LLP29,052$1.48M0.2%+339.6%2.741% 10/8/2024CWM LLC196,562$9.98M0.0%N/A18.544% 8/9/2024One Capital Management LLC159,428$7.99M0.3%N/A15.040% 7/25/2024Tanager Wealth Management LLP6,608$331K0.0%N/A0.623% 4/25/2024Income 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, 15 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), Guardian Financial Partners LLC ($1.52M), and Tanager Wealth Management LLP ($1.48M).Learn more on TAXX's institutional investors. Which institutional investors have been buying BondBloxx IR+M Tax-Aware Short Duration ETF stock? Of the 14 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 734,858 shares in the last 24 months. This purchase volume represents approximately $37.13M 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. 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