Advisory Services Network, LLC Ishares Tr Exponential Technol Transaction History

Advisory Services Network, LLC

$4.71 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$48.21 - $60.43 $1,976 - $2,477	41 New	41 $2,000
Q4 2022 Feb 13, 2023	BUY	$43.76 - $51.48 $1,750 - $2,059	40 New	40 $1,000
Q3 2021 Nov 05, 2021	SELL	$61.98 - $66.61 $39,419 - $42,363	-636 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$58.68 - $63.51 $37,320 - $40,392	636 New	636 $40,000
Q1 2021 May 24, 2021	SELL	$56.43 - $62.22 $41,532 - $45,793	-736 Closed	0 $0
Q3 2020 Nov 16, 2020	BUY	$44.68 - $50.55 $32,884 - $37,204	736 New	736 $36,000
Q2 2020 Aug 10, 2020	SELL	$34.05 - $45.21 $25,060 - $33,274	-736 Closed	0 $0
Q1 2020 May 15, 2020	SELL	$30.69 - $45.28 $6,536 - $9,644	-213 Reduced 22.44%	736 $26,000
Q4 2019 Feb 04, 2020	BUY	$37.58 - $42.97 $35,663 - $40,778	949 New	949 $41,000

Others Institutions Holding XT

# of Institutions

259

Shares Held

44.1M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.8M
Shares

$2.06 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.8 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.9 Million
0.01% of portfolio

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