Purchases and Sales Made in Q4 2022 in Ishares Tr Exponential Technol (XT)

XT Quotes by TradingView

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
Apr 12, 2024 Q4 2022
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.55K
+ 10.36%
$67.6K - $79.5K
16.5K $1.01M
Feb 14, 2023 Q4 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
1.34K
+ 12.29%
$58.8K - $69.2K
12.3K $750K
Feb 08, 2023 Q4 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.23K
+ 13.77%
$53.7K - $63.2K
10.1K $620K
Feb 13, 2023 Q4 2022
Us Bancorp \De\

BUY
 -
1.22K
+ 328.76%
$53.5K - $63K
1.6K $97.5K
Feb 15, 2023 Q4 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.07K
+ 9.08%
$46.8K - $55K
12.8K $785K
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
1.06K
+ 0.44%
$46.6K - $54.8K
244K $14.9M
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.03K
+ 15.39%
$45.2K - $53.2K
7.75K $473K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1K
+ 7.14%
$43.8K - $51.5K
15K $917K
Jan 11, 2023 Q4 2022
Verity Wealth Advisors

BUY
 -
992
+ 21.98%
$43.4K - $51.1K
5.51K $336K
Feb 07, 2023 Q4 2022
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
953
New
$41.7K - $49.1K
953 $58.2K
Feb 06, 2023 Q4 2022
Wolf Group Capital Advisors

BUY
 -
750
+ 15.86%
$32.8K - $38.6K
5.48K $335K
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
683
+ 0.9%
$29.9K - $35.2K
76.2K $4.66M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
656
+ 0.88%
$28.7K - $33.8K
75.4K $4.61M
Jan 17, 2023 Q4 2022
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
640
New
$28K - $32.9K
640 $39.1K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
613
+ 0.96%
$26.8K - $31.6K
64.6K $3.94M
Jan 20, 2023 Q4 2022
Hb Wealth Management, LLC

BUY
 -
535
+ 5.17%
$23.4K - $27.5K
10.9K $665K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
472
+ 87.08%
$20.7K - $24.3K
1.01K $62K
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
454
+ 298.68%
$19.9K - $23.4K
606 $37K
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
436
+ 4.49%
$19.1K - $22.4K
10.1K $620K
Jan 18, 2023 Q4 2022
Godsey & Gibb Associates

BUY
 -
423
New
$18.5K - $21.8K
423 $25.8K
Jan 10, 2023 Q4 2022
Ewg Elevate Inc.

BUY
 -
263
New
$11.5K - $13.5K
263 $16.1K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
263
+ 2.26%
$11.5K - $13.5K
11.9K $726K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
200
New
$8.75K - $10.3K
200 $12.2K
Jan 31, 2023 Q4 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
194
New
$8.49K - $9.99K
194 $11.9K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
136
+ 2.17%
$5.95K - $7K
6.39K $391K
Feb 14, 2023 Q4 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
123
+ 0.99%
$5.38K - $6.33K
12.6K $769K
Jan 17, 2023 Q4 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
100
New
$4.38K - $5.15K
100 $6.11K
Jan 31, 2023 Q4 2022
Spc Financial, Inc.

BUY
 -
97
+ 0.61%
$4.24K - $4.99K
16K $979K
Jan 19, 2023 Q4 2022
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
95
New
$4.16K - $4.89K
95 $5.8K
Jan 24, 2023 Q4 2022
Mascoma Wealth Management LLC

BUY
 -
62
+ 2.86%
$2.71K - $3.19K
2.23K $136K
Feb 22, 2023 Q4 2022
Kovack Advisors, Inc.

BUY
 -
49
+ 0.29%
$2.14K - $2.52K
16.7K $1.02M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
40
New
$1.75K - $2.06K
40 $2.44K
Jan 20, 2023 Q4 2022
Apeiron Ria LLC

BUY
 -
38
+ 0.67%
$1.66K - $1.96K
5.71K $349K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
33
+ 16.1%
$1.44K - $1.7K
238 $14.5K
Feb 07, 2023 Q4 2022
Davidson Capital Management Inc.

Corpus Christi, TX
BUY
 -
29
New
$1.27K - $1.49K
29 $1.77K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
28
New
$1.23K - $1.44K
28 $1.71K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
25
+ 0.23%
$1.09K - $1.29K
10.9K $667K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

BUY
 -
24
New
$1.05K - $1.24K
24 $1.47K
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
11
+ 0.16%
$481 - $566
6.84K $418K
Jan 26, 2023 Q4 2022
American Financial Advisors, LLC

BUY
 -
9
+ 0.18%
$394 - $463
5.04K $308K
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
6
+ 1.46%
$263 - $309
418 $25.5K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
5
+ 0.05%
$219 - $257
9.81K $599K
Feb 09, 2023 Q4 2022
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
5
+ 0.05%
$219 - $257
10.4K $637K
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
4
New
$175 - $206
4 $244
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
2
+ 0.01%
$87.5 - $103
19.2K $1.17M
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
1
+ 0.1%
$43.8 - $51.5
1.03K $62.9K
Aug 06, 2024 Q4 2022
Hantz Financial Services, Inc.

BUY
 -
1
+ 4.55%
$43.8 - $51.5
23 $1.41K
Feb 14, 2023 Q4 2022
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
1
+ 0.38%
$43.8 - $51.5
262 $16K
Jan 31, 2023 Q4 2022
Westside Investment Management, Inc.

BUY
 -
1
+ 0.98%
$43.8 - $51.5
103 $6.29K

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