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 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-29- 0.32% |
$1.4K - $1.75K
|
9.15K
$559K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-30- 0.68% |
$1.45K - $1.81K
|
4.41K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-36- 0.06% |
$1.74K - $2.18K
|
56.5K
$3.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-41- 0.9% |
$1.98K - $2.48K
|
4.51K
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-43- 1.67% |
$2.07K - $2.6K
|
2.54K
$155K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-50- 0.54% |
$2.41K - $3.02K
|
9.13K
$558K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-59- 11.55% |
$2.84K - $3.57K
|
452
$27.6K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-62- 0.86% |
$2.99K - $3.75K
|
7.17K
$438K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-63- 0.24% |
$3.04K - $3.81K
|
26.5K
$1.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-82- 0.63% |
$3.95K - $4.96K
|
13K
$796K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-96- 0.73% |
$4.63K - $5.8K
|
13K
$794K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-97- 0.62% |
$4.68K - $5.86K
|
15.7K
$958K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-99- 0.52% |
$4.77K - $5.98K
|
18.8K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-104- 1.02% |
$5.01K - $6.28K
|
10.1K
$620K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-104- 12.73% |
$5.01K - $6.28K
|
713
$43.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-130- 90.91% |
$6.27K - $7.86K
|
13
$794
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-174- 1.02% |
$8.39K - $10.5K
|
16.9K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 22.27% |
$9.45K - $11.8K
|
684
$41.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.86% |
$9.64K - $12.1K
|
10.5K
$644K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-220- 2.18% |
$10.6K - $13.3K
|
9.88K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-233- 1.08% |
$11.2K - $14.1K
|
21.4K
$1.31M
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-237- 4.31% |
$11.4K - $14.3K
|
5.27K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-241- 2.8% |
$11.6K - $14.6K
|
8.37K
$511K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-324- 16.19% |
$15.6K - $19.6K
|
1.68K
$102K
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-328- 5.3% |
$15.8K - $19.8K
|
5.86K
$358K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-335- 3.68% |
$16.2K - $20.2K
|
8.78K
$536K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-336- 5.04% |
$16.2K - $20.3K
|
6.34K
$387K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-383- 17.17% |
$18.5K - $23.1K
|
1.85K
$113K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-436- 1.12% |
$21K - $26.3K
|
38.4K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-450- 1.51% |
$21.7K - $27.2K
|
29.3K
$1.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-461- 5.38% |
$22.2K - $27.9K
|
8.11K
$495K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-468- 4.6% |
$22.6K - $28.3K
|
9.7K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-558- 10.53% |
$26.9K - $33.7K
|
4.74K
$290K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-586- 11.48% |
$28.3K - $35.4K
|
4.52K
$276K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-630- 1.07% |
$30.4K - $38.1K
|
58K
$3.54M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-662- 13.12% |
$31.9K - $40K
|
4.39K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-739- 9.9% |
$35.6K - $44.7K
|
6.73K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-760- 17.4% |
$36.6K - $45.9K
|
3.61K
$221K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-777- 18.49% |
$37.5K - $47K
|
3.43K
$209K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-837- 18.29% |
$40.4K - $50.6K
|
3.74K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-847- 5.17% |
$40.8K - $51.2K
|
15.5K
$948K
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-942- 6.03% |
$45.4K - $56.9K
|
14.7K
$898K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1K- 0.51% |
$48.2K - $60.4K
|
195K
$11.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.03K- 13.01% |
$49.5K - $62.1K
|
6.87K
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.11K- 18.09% |
$53.3K - $66.8K
|
5.01K
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.11K- 2.52% |
$53.7K - $67.3K
|
43.1K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.19K- 82.3% |
$57.4K - $71.9K
|
256
$15.6K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.24K- 39.76% |
$59.7K - $74.9K
|
1.88K
$115K
|
|
|
Jan 30, 2024
Q4 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.27K- 18.07% |
$61.2K - $76.7K
|
5.76K
$352K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.37K- 38.82% |
$65.8K - $82.5K
|
2.15K
$131K
|