Purchases and Sales Made in Q3 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.5K+ 37.85% |
$3.08M - $3.48M
|
206K
$12.5M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42.6K+ 216.2% |
$2.32M - $2.62M
|
62.3K
$3.8M
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 18.85% |
$1.58M - $1.79M
|
183K
$11.2M
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.29K+ 1.17% |
$234K - $264K
|
371K
$22.6M
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.25K+ 2.86% |
$177K - $200K
|
117K
$7.13M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.04K+ 3.85% |
$165K - $187K
|
81.8K
$4.99M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 1.64% |
$138K - $156K
|
156K
$9.53M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 8.64% |
$137K - $155K
|
31.6K
$1.92M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.94K+ 2.24% |
$106K - $120K
|
88.6K
$5.4M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 102.09% |
$63.8K - $72.1K
|
2.32K
$141K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.14K+ 25.97% |
$62.3K - $70.3K
|
5.54K
$338K
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
762+ 0.89% |
$41.5K - $46.9K
|
86.2K
$5.26M
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
648+ 14.81% |
$35.3K - $39.9K
|
5.02K
$306K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
316+ 1.29% |
$17.2K - $19.5K
|
24.8K
$1.51M
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
285+ 0.8% |
$15.5K - $17.6K
|
35.8K
$2.18M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
274+ 1.81% |
$14.9K - $16.9K
|
15.4K
$937K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
267+ 3.24% |
$14.6K - $16.4K
|
8.52K
$519K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
229New |
$12.5K - $14.1K
|
229
$14K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
174New |
$9.48K - $10.7K
|
174
$10.6K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
31+ 0.54% |
$1.69K - $1.91K
|
5.73K
$349K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22New |
$1.2K - $1.35K
|
22
$1.34K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$1.09K - $1.23K
|
20
$1.22K
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-50- 1.13% |
$2.73K - $3.08K
|
4.37K
$267K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-130- 1.42% |
$7.09K - $8.01K
|
9K
$549K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-267- 4.56% |
$14.6K - $16.4K
|
5.59K
$341K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-290- 4.86% |
$15.8K - $17.9K
|
5.68K
$346K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-538- 3.24% |
$29.3K - $33.1K
|
16.1K
$981K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-800- 83.95% |
$43.6K - $49.3K
|
153
$9.33K
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-815- 9.16% |
$44.4K - $50.2K
|
8.08K
$493K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-827- 9.78% |
$45.1K - $50.9K
|
7.63K
$465K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-913- 11.51% |
$49.8K - $56.2K
|
7.02K
$428K
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.06K- 0.56% |
$57.9K - $65.4K
|
189K
$11.5M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.65K- 3.21% |
$144K - $163K
|
79.9K
$4.87M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 41.67% |
$161K - $182K
|
4.13K
$252K
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.6K- 33.74% |
$196K - $222K
|
7.07K
$431K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.51K- 51.46% |
$246K - $278K
|
4.25K
$259K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.14K- 3.09% |
$280K - $317K
|
161K
$9.83M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 32.45% |
$7.38M - $8.34M
|
282K
$17.2M
|