Purchases and Sales Made in Q1 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 2024. 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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
272K+ 215.88% |
$15.4M - $16.6M
|
399K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
182K+ 74.79% |
$10.3M - $11.1M
|
426K
$26M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
117KNew |
$6.62M - $7.14M
|
117K
$7.15M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.9K+ 10.9% |
$4.23M - $4.57M
|
762K
$46.6M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62KNew |
$3.51M - $3.78M
|
62K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
50.4KNew |
$2.85M - $3.07M
|
50.4K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39.4KNew |
$2.23M - $2.4M
|
39.4K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
36.3K+ 804.16% |
$2.06M - $2.22M
|
40.9K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 10.84% |
$1.76M - $1.9M
|
318K
$19.4M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 10.84% |
$1.76M - $1.9M
|
318K
$19.4M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 133.04% |
$1.58M - $1.71M
|
49K
$2.99M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.5K+ 43.31% |
$1.55M - $1.68M
|
90.9K
$5.55M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18.5KNew |
$1.04M - $1.13M
|
18.5K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18K+ 36.16% |
$1.02M - $1.1M
|
67.7K
$4.14M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.8KNew |
$1.01M - $1.09M
|
17.8K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16.6K+ 78.69% |
$936K - $1.01M
|
37.6K
$2.3M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.4K+ 920.75% |
$873K - $942K
|
17.1K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
14.2K+ 285.18% |
$804K - $867K
|
19.2K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$786K - $848K
|
13.9K
$849K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.4K+ 8.5% |
$703K - $759K
|
159K
$9.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$698K - $754K
|
12.4K
$755K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.4K+ 7.02% |
$644K - $695K
|
174K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.78K+ 2.47% |
$496K - $536K
|
364K
$22.3M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.41KNew |
$476K - $513K
|
8.41K
$514K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
7.11K+ 1943.72% |
$402K - $434K
|
7.48K
$457K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.93KNew |
$392K - $423K
|
6.93K
$423K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
6.51K+ 123.61% |
$368K - $397K
|
11.8K
$720K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
6.34K+ 11.22% |
$358K - $387K
|
62.8K
$3.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
6.32K+ 9.36% |
$357K - $386K
|
73.8K
$4.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.08K+ 4.32% |
$344K - $371K
|
147K
$8.98M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.28KNew |
$298K - $322K
|
5.28K
$322K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.2K+ 148.86% |
$294K - $317K
|
8.7K
$531K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.14K+ 4.98% |
$290K - $313K
|
108K
$6.62M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.82K+ 9.84% |
$273K - $294K
|
53.8K
$3.29M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.76KNew |
$269K - $290K
|
4.76K
$291K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
4.27KNew |
$241K - $260K
|
4.27K
$261K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.22K+ 89.85% |
$239K - $258K
|
8.93K
$545K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
4.18K+ 9.39% |
$237K - $255K
|
48.8K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
4KNew |
$226K - $244K
|
4K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
3.94KNew |
$222K - $240K
|
3.94K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.88K+ 1942.0% |
$220K - $237K
|
4.08K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$212K - $228K
|
3.74K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.65K+ 21.72% |
$206K - $222K
|
20.4K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.63K+ 43.37% |
$205K - $221K
|
12K
$733K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.6K+ 50.91% |
$204K - $220K
|
10.7K
$652K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.59KNew |
$203K - $219K
|
3.59K
$219K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.23K+ 45.04% |
$183K - $197K
|
10.4K
$636K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
3.12K+ 11.76% |
$176K - $190K
|
29.6K
$1.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
3.09K+ 3.58% |
$175K - $188K
|
89.4K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.61K+ 55.06% |
$148K - $159K
|
7.35K
$449K
|