Caprock Group, Inc. Ishares Tr Exponential Technol Transaction History

Caprock Group, Inc.

$1.72 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$45.91 - $60.17 $179,324 - $235,024	-3,906 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$53.33 - $66.42 $208,306 - $259,436	3,906 New	3,906 $231,000

Others Institutions Holding XT

# of Institutions

258

Shares Held

44M

Call Options Held

10.2K

Put Options Held

1.1K

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

33.2M
Shares

$1.95 Billion
4.47% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$52.9 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

762K
Shares

$44.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

710K
Shares

$41.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

426K
Shares

$25.1 Million
0.01% of portfolio

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