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 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.98K- 10.3% |
$218K - $256K
|
43.4K
$2.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.35K- 4.08% |
$234K - $275K
|
126K
$7.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-5.83K- 21.34% |
$255K - $300K
|
21.5K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.26K- 2.01% |
$274K - $322K
|
305K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-7.26K- 35.79% |
$317K - $373K
|
13K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.28K- 6.52% |
$319K - $375K
|
104K
$6.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.85K- 34.74% |
$344K - $404K
|
14.7K
$901K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.85K- 34.74% |
$344K - $404K
|
14.7K
$901K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.78K- 12.98% |
$428K - $503K
|
65.6K
$4.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-13K- 11.22% |
$568K - $669K
|
103K
$6.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-16.6K- 17.58% |
$725K - $853K
|
77.7K
$4.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-16.8K- 25.76% |
$736K - $866K
|
48.5K
$2.96M
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-17.3K- 7.96% |
$756K - $890K
|
200K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 11.0% |
$801K - $943K
|
148K
$9.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.4K- 2.11% |
$849K - $999K
|
898K
$54.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28K- 6.67% |
$1.23M - $1.44M
|
392K
$23.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-28.3K- 21.18% |
$1.24M - $1.46M
|
105K
$6.44M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-29.9K- 82.87% |
$1.31M - $1.54M
|
6.17K
$377K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-30.5K- 69.09% |
$1.33M - $1.57M
|
13.6K
$833K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-31.6K- 8.68% |
$1.38M - $1.63M
|
332K
$20.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-41.1K- 91.04% |
$1.8M - $2.12M
|
4.05K
$247K
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-46.1K- 41.07% |
$2.02M - $2.37M
|
66.2K
$4.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-48.3K- 20.42% |
$2.12M - $2.49M
|
188K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.4K- 31.16% |
$2.16M - $2.55M
|
109K
$6.67M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57.5K- 32.56% |
$2.52M - $2.96M
|
119K
$7.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-60.6K- 7.75% |
$2.65M - $3.12M
|
722K
$44.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-78.4K- 32.74% |
$3.43M - $4.04M
|
161K
$9.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-81K- 37.06% |
$3.54M - $4.17M
|
138K
$8.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-106K- 58.56% |
$4.64M - $5.46M
|
75.1K
$4.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-248K- 89.4% |
$10.9M - $12.8M
|
29.5K
$1.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-369K- 51.89% |
$16.2M - $19M
|
342K
$20.9M
|