Purchases and Sales Made in Q4 2023 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 2023. 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, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
380KNew |
$18.3M - $23M
|
380K
$23.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
129KNew |
$6.21M - $7.78M
|
129K
$7.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
87.5K+ 43.84% |
$4.22M - $5.29M
|
287K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
49KNew |
$2.36M - $2.96M
|
49K
$2.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.5K+ 5147.46% |
$1.86M - $2.33M
|
39.3K
$2.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
37KNew |
$1.78M - $2.23M
|
37K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.5KNew |
$1.76M - $2.21M
|
36.5K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.9KNew |
$1.54M - $1.93M
|
31.9K
$1.95M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
24K+ 17.16% |
$1.16M - $1.45M
|
164K
$10M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 17.43% |
$1.01M - $1.26M
|
141K
$8.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 4.82% |
$933K - $1.17M
|
421K
$25.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
17.7KNew |
$853K - $1.07M
|
17.7K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.4K+ 444.87% |
$836K - $1.05M
|
21.3K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.7K+ 143.18% |
$803K - $1.01M
|
28.3K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
16.5KNew |
$795K - $997K
|
16.5K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
15.1K+ 13.56% |
$726K - $911K
|
126K
$7.71M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
14.1KNew |
$679K - $851K
|
14.1K
$861K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.6KNew |
$655K - $821K
|
13.6K
$830K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13K+ 9.74% |
$626K - $784K
|
146K
$8.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
12.6K+ 3.68% |
$608K - $762K
|
356K
$21.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.5K+ 12.25% |
$556K - $697K
|
106K
$6.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
10.6K+ 0.03% |
$513K - $643K
|
33.5M
$2.04B
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
10.6K+ 100.47% |
$510K - $639K
|
21.1K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.9K+ 1.46% |
$477K - $598K
|
687K
$42M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.79K+ 6.42% |
$472K - $592K
|
162K
$9.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
9.25KNew |
$446K - $559K
|
9.25K
$565K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
8.42K+ 23.67% |
$406K - $509K
|
44K
$2.69M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
7.69KNew |
$371K - $465K
|
7.69K
$470K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.24KNew |
$349K - $437K
|
7.24K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.71KNew |
$275K - $345K
|
5.71K
$349K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.84K+ 324.35% |
$233K - $292K
|
6.33K
$387K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
4.81KNew |
$232K - $290K
|
4.81K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.7KNew |
$227K - $284K
|
4.7K
$287K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.4KNew |
$212K - $266K
|
4.4K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.29KNew |
$207K - $259K
|
4.29K
$262K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
BUY
|
- |
4.05K+ 48.21% |
$195K - $245K
|
12.5K
$761K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.71KNew |
$179K - $224K
|
3.71K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.58KNew |
$173K - $217K
|
3.58K
$219K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.52KNew |
$170K - $213K
|
3.52K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.51KNew |
$169K - $212K
|
3.51K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.49KNew |
$168K - $211K
|
3.49K
$213K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.46KNew |
$167K - $209K
|
3.46K
$211K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.44KNew |
$166K - $208K
|
3.44K
$210K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.19KNew |
$154K - $193K
|
3.19K
$195K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.07K+ 5.02% |
$148K - $186K
|
64.3K
$3.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.01K+ 6.68% |
$145K - $182K
|
48K
$2.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.87K+ 10.71% |
$138K - $173K
|
29.6K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.66K+ 22.63% |
$128K - $161K
|
14.4K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.13K+ 11.3% |
$103K - $129K
|
21K
$1.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.04K+ 2.53% |
$98.3K - $123K
|
82.7K
$5.05M
|