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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-387- 1.05% |
$17.2K - $21K
|
36.6K
$2.23M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-399- 4.84% |
$17.8K - $21.6K
|
7.85K
$480K
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-443- 3.43% |
$19.7K - $24K
|
12.5K
$762K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-497- 5.23% |
$22.2K - $27K
|
9.01K
$551K
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-517- 0.6% |
$23K - $28K
|
85.1K
$5.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-634- 11.3% |
$28.3K - $34.4K
|
4.98K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-646- 6.48% |
$28.8K - $35K
|
9.33K
$570K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-680- 9.79% |
$30.3K - $36.9K
|
6.27K
$383K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-724- 13.2% |
$32.3K - $39.3K
|
4.76K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-750- 13.69% |
$33.4K - $40.7K
|
4.73K
$289K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-990- 30.99% |
$44.1K - $53.7K
|
2.21K
$135K
|
|
|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
SELL
|
- |
-1.1K- 3.23% |
$49K - $59.7K
|
32.9K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.3K- 1.95% |
$57.8K - $70.4K
|
65.3K
$3.99M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 13.0% |
$58K - $70.6K
|
8.71K
$532K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.56K- 8.36% |
$69.5K - $84.6K
|
17.1K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.58K- 8.22% |
$70.3K - $85.6K
|
17.6K
$1.08M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.73K- 11.07% |
$77.2K - $94K
|
13.9K
$851K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.88K- 12.96% |
$83.7K - $102K
|
12.6K
$770K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.93K- 16.59% |
$86K - $105K
|
9.71K
$593K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05K- 5.69% |
$91.2K - $111K
|
33.9K
$2.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.16K- 8.88% |
$96.4K - $117K
|
22.2K
$1.36M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.19K- 14.74% |
$97.7K - $119K
|
12.7K
$774K
|
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-2.54K- 1.16% |
$113K - $138K
|
217K
$13.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.55K- 19.83% |
$114K - $138K
|
10.3K
$629K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.67K- 10.91% |
$119K - $145K
|
21.8K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.79K- 87.13% |
$124K - $151K
|
412
$25.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.98K- 30.63% |
$133K - $162K
|
6.75K
$412K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.17K- 15.05% |
$141K - $172K
|
17.9K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.17K- 15.05% |
$141K - $172K
|
17.9K
$1.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.37K- 10.97% |
$150K - $183K
|
27.3K
$1.67M
|
|
|
Nov 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-3.97K- 3.49% |
$177K - $215K
|
110K
$6.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4.5K- 15.04% |
$201K - $244K
|
25.4K
$1.55M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.64K- 75.68% |
$207K - $252K
|
1.49K
$91.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-5.39K- 46.99% |
$240K - $292K
|
6.08K
$371K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.43K- 84.64% |
$242K - $294K
|
985
$60.2K
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-6.92K- 55.64% |
$309K - $376K
|
5.52K
$337K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-8.24K- 33.7% |
$367K - $447K
|
16.2K
$991K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.9K- 34.44% |
$529K - $644K
|
22.6K
$1.38M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.9K- 34.44% |
$529K - $644K
|
22.6K
$1.38M
|
|
|
Oct 21, 2022
Q3 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-20.7K- 13.4% |
$923K - $1.12M
|
134K
$8.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
SELL
|
- |
-25.4K- 9.68% |
$1.13M - $1.38M
|
237K
$14.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-31K- 54.27% |
$1.38M - $1.68M
|
26.1K
$1.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-34.9K- 3.66% |
$1.56M - $1.89M
|
918K
$56.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-48.8K- 22.68% |
$2.18M - $2.65M
|
166K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-49.8K- 20.0% |
$2.22M - $2.7M
|
199K
$12.2M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-53.5K- 28.53% |
$2.38M - $2.9M
|
134K
$8.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-54.5K- 9.07% |
$2.43M - $2.96M
|
546K
$33.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
SELL
|
- |
-65.2K- 23.94% |
$2.9M - $3.54M
|
207K
$12.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-65.7K- 14.96% |
$2.93M - $3.56M
|
374K
$22.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.8K- 18.3% |
$3.11M - $3.78M
|
312K
$19M
|