Purchases and Sales Made in Q3 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.4M+ 4181.68% |
$465M - $566M
|
10.7M
$652M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
688K+ 2.26% |
$30.7M - $37.3M
|
31.1M
$1.9B
|
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
112KNew |
$5M - $6.09M
|
112K
$6.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.6K+ 116.56% |
$3.41M - $4.16M
|
142K
$8.7M
|
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
70.1KNew |
$3.12M - $3.8M
|
70.1K
$4.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.2K+ 30.67% |
$2.91M - $3.54M
|
278K
$17M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.5K+ 18.1% |
$2.52M - $3.06M
|
368K
$22.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.9K+ 32.72% |
$2.4M - $2.92M
|
219K
$13.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
45.9K+ 94.7% |
$2.04M - $2.49M
|
94.3K
$5.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
45.2KNew |
$2.01M - $2.45M
|
45.2K
$2.76M
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
44.1KNew |
$1.97M - $2.39M
|
44.1K
$2.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
23.3K+ 23.07% |
$1.04M - $1.26M
|
124K
$7.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.3K+ 5.09% |
$906K - $1.1M
|
420K
$25.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
20.3KNew |
$904K - $1.1M
|
20.3K
$1.24M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.9K+ 36.33% |
$888K - $1.08M
|
74.8K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 11.14% |
$709K - $863K
|
159K
$9.69M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.7KNew |
$701K - $853K
|
15.7K
$960K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
14K+ 13.77% |
$624K - $760K
|
116K
$7.07M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
12.5K+ 19.89% |
$557K - $678K
|
75.4K
$4.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.4KNew |
$506K - $616K
|
11.4K
$694K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.3K+ 4.87% |
$503K - $612K
|
243K
$14.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 9.19% |
$492K - $598K
|
131K
$8.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
10.6KNew |
$470K - $573K
|
10.6K
$645K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.71KNew |
$388K - $473K
|
8.71K
$532K
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.08K+ 16.36% |
$360K - $438K
|
57.5K
$3.51M
|
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
7.15KNew |
$319K - $388K
|
7.15K
$437K
|
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.72K+ 7.03% |
$299K - $364K
|
102K
$6.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
5.67KNew |
$253K - $308K
|
5.67K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.5K+ 14.43% |
$245K - $298K
|
43.6K
$2.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.32K+ 17.94% |
$193K - $234K
|
28.4K
$1.74M
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4.15K+ 16.02% |
$185K - $225K
|
30.1K
$1.84M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.87K+ 48.96% |
$172K - $210K
|
11.8K
$719K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.02K+ 5.49% |
$135K - $164K
|
58K
$3.55M
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.9K+ 2.93% |
$129K - $157K
|
102K
$6.22M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.81K+ 81.54% |
$125K - $152K
|
6.26K
$382K
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.76K+ 17.04% |
$123K - $150K
|
19K
$1.16M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.46K+ 5.37% |
$110K - $134K
|
48.4K
$2.96M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.34K+ 31.27% |
$104K - $127K
|
9.82K
$600K
|
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.87K+ 1.59% |
$83.1K - $101K
|
119K
$7.28M
|
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.83K+ 3.06% |
$81.4K - $99.1K
|
61.6K
$3.76M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.79K+ 2.43% |
$80K - $97.3K
|
75.5K
$4.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.64K+ 3.76% |
$72.9K - $88.8K
|
45.2K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.62K+ 2.6% |
$72.3K - $88K
|
63.9K
$3.91M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.54K+ 32.49% |
$68.7K - $83.7K
|
6.29K
$384K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.48KNew |
$65.8K - $80.1K
|
1.48K
$90.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.23K+ 1.11% |
$54.6K - $66.5K
|
112K
$6.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 10.97% |
$51.2K - $62.3K
|
11.6K
$710K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 13.27% |
$51.2K - $62.3K
|
9.8K
$599K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.06K+ 1.75% |
$47.3K - $57.6K
|
61.7K
$3.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.04KNew |
$46.5K - $56.6K
|
1.04K
$63.7K
|