Purchases and Sales Made in Q4 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.06M+ 6.62% |
$90.1M - $106M
|
33.2M
$2.03B
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
301KNew |
$13.2M - $15.5M
|
301K
$18.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
125K+ 33.82% |
$5.45M - $6.42M
|
493K
$30.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
112K+ 20.5% |
$4.9M - $5.77M
|
658K
$40.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
85.2KNew |
$3.73M - $4.39M
|
85.2K
$5.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
57.7K+ 807.71% |
$2.53M - $2.97M
|
64.9K
$3.96M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
53.4K+ 449.01% |
$2.34M - $2.75M
|
65.3K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
42.7K+ 21.47% |
$1.87M - $2.2M
|
242K
$14.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.2KNew |
$1.37M - $1.61M
|
31.2K
$1.91M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
28.6K+ 21.34% |
$1.25M - $1.47M
|
163K
$9.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.8K+ 513.06% |
$1.13M - $1.33M
|
30.9K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.3K+ 58.13% |
$1.11M - $1.3M
|
68.9K
$4.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
23.8K+ 11.5% |
$1.04M - $1.23M
|
231K
$14.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
23.8KNew |
$1.04M - $1.23M
|
23.8K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
18.6K+ 18.2% |
$814K - $958K
|
121K
$7.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.9K+ 3.71% |
$607K - $714K
|
387K
$23.7M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12.4K+ 441.68% |
$544K - $640K
|
15.2K
$931K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$451K - $531K
|
10.3K
$630K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10K+ 22.36% |
$437K - $515K
|
54.7K
$3.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
9.8KNew |
$429K - $505K
|
9.8K
$599K
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
8.73KNew |
$382K - $449K
|
8.73K
$533K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.44KNew |
$369K - $434K
|
8.44K
$516K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.53K+ 6.07% |
$330K - $388K
|
132K
$8.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.5K+ 20.52% |
$328K - $386K
|
44.1K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.7K+ 35.36% |
$293K - $345K
|
25.7K
$1.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.16KNew |
$270K - $317K
|
6.16K
$376K
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.84K+ 5.74% |
$255K - $300K
|
108K
$6.57M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
5.58KNew |
$244K - $287K
|
5.58K
$341K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.26KNew |
$230K - $271K
|
5.26K
$321K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.59K+ 13.51% |
$201K - $236K
|
38.5K
$2.35M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.53KNew |
$198K - $233K
|
4.53K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.43KNew |
$194K - $228K
|
4.43K
$270K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.37KNew |
$191K - $225K
|
4.37K
$267K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.36KNew |
$191K - $224K
|
4.36K
$266K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.24KNew |
$186K - $218K
|
4.24K
$259K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.76K+ 81.76% |
$165K - $194K
|
8.36K
$511K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.36KNew |
$147K - $173K
|
3.36K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.01K+ 16.83% |
$132K - $155K
|
20.9K
$1.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
2.93K+ 9.76% |
$128K - $151K
|
33K
$2.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.92K+ 280.25% |
$128K - $150K
|
3.97K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.74K+ 10.49% |
$120K - $141K
|
28.9K
$1.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 4.74% |
$119K - $140K
|
60.2K
$3.68M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.37K+ 161.18% |
$104K - $122K
|
3.84K
$235K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.3K+ 219.6% |
$101K - $118K
|
3.34K
$204K
|
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.89K+ 6.66% |
$82.8K - $97.3K
|
30.3K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.82K+ 37.19% |
$79.6K - $93.6K
|
6.71K
$410K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.74K+ 3.0% |
$76.1K - $89.6K
|
59.8K
$3.65M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
1.67KNew |
$73.1K - $86K
|
1.67K
$102K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.58K+ 6.64% |
$69.2K - $81.4K
|
25.4K
$1.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.56K+ 1.31% |
$68.1K - $80.2K
|
120K
$7.33M
|