Purchases and Sales Made in Q1 2023 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR EXPONENTIAL TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
837K+ 1900.2% |
$39.7M - $46.7M
|
882K
$53.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
478K+ 1.44% |
$22.7M - $26.6M
|
33.6M
$2.06B
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
162K+ 47.32% |
$7.68M - $9.03M
|
504K
$30.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
87.3K+ 279.39% |
$4.14M - $4.87M
|
119K
$7.24M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
85.6KNew |
$4.06M - $4.77M
|
85.6K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
76.1K+ 72.94% |
$3.61M - $4.24M
|
180K
$11M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
34.8K+ 32.38% |
$1.65M - $1.94M
|
142K
$8.7M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28.4KNew |
$1.34M - $1.58M
|
28.4K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
27.6K+ 41.9% |
$1.31M - $1.54M
|
93.4K
$5.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
25KNew |
$1.18M - $1.39M
|
25K
$1.53M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
23.2K+ 231.52% |
$1.1M - $1.29M
|
33.2K
$2.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
22K+ 7.31% |
$1.05M - $1.23M
|
324K
$19.8M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
22K+ 168.67% |
$1.04M - $1.22M
|
35K
$2.14M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
20.7K+ 12.7% |
$980K - $1.15M
|
183K
$11.2M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.8KNew |
$892K - $1.05M
|
18.8K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.5K+ 15.09% |
$736K - $865K
|
118K
$7.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
14.2K+ 260.54% |
$676K - $794K
|
19.7K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.3K+ 169.51% |
$536K - $631K
|
18K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 72.86% |
$517K - $608K
|
25.9K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.34K+ 235.48% |
$443K - $521K
|
13.3K
$813K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.34K+ 3.45% |
$396K - $465K
|
250K
$15.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.7KNew |
$318K - $374K
|
6.7K
$409K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.93KNew |
$281K - $330K
|
5.93K
$362K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.56KNew |
$264K - $310K
|
5.56K
$340K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
5.18K+ 525.69% |
$246K - $289K
|
6.16K
$377K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.08K+ 6.73% |
$241K - $283K
|
80.5K
$4.92M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.83K+ 0.98% |
$229K - $269K
|
498K
$30.4M
|
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.69K+ 3.88% |
$222K - $261K
|
125K
$7.67M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$214K - $252K
|
4.52K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.38K+ 3.48% |
$208K - $244K
|
130K
$7.95M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.22KNew |
$200K - $235K
|
4.22K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3.94KNew |
$187K - $220K
|
3.94K
$241K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.93K+ 22.19% |
$187K - $219K
|
21.7K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
3.74K+ 5.71% |
$178K - $209K
|
69.3K
$4.24M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.84K+ 0.72% |
$135K - $158K
|
395K
$24.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.21K+ 2.9% |
$105K - $123K
|
78.4K
$4.79M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2K+ 9.54% |
$94.7K - $111K
|
22.9K
$1.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.93K+ 3.23% |
$91.5K - $108K
|
61.7K
$3.77M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.85KNew |
$87.9K - $103K
|
1.85K
$113K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.67K+ 5.79% |
$79.3K - $93.2K
|
30.5K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.4K+ 8.73% |
$66.4K - $78.1K
|
17.4K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 1.16% |
$66.2K - $77.8K
|
121K
$7.42M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.35K+ 3.12% |
$63.8K - $75K
|
44.4K
$2.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.26K+ 14.02% |
$59.7K - $70.1K
|
10.2K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.21K+ 2.49% |
$57.2K - $67.3K
|
49.7K
$3.04M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.19K+ 24.79% |
$56.3K - $66.1K
|
5.97K
$365K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
880New |
$41.7K - $49.1K
|
880
$53.8K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
840+ 12.51% |
$39.8K - $46.8K
|
7.55K
$461K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
821+ 49.13% |
$38.9K - $45.8K
|
2.49K
$152K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
576+ 4.87% |
$27.3K - $32.1K
|
12.4K
$758K
|