Purchases and Sales Made in Q1 2023 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
485+ 3.95% |
$23K - $27K
|
12.8K
$780K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
444New |
$21.1K - $24.8K
|
444
$27.1K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
409+ 114.57% |
$19.4K - $22.8K
|
766
$46.8K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
382+ 9.94% |
$18.1K - $21.3K
|
4.22K
$258K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
366+ 4.34% |
$17.4K - $20.4K
|
8.8K
$538K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
300+ 7.48% |
$14.2K - $16.7K
|
4.31K
$263K
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
244+ 0.41% |
$11.6K - $13.6K
|
60.4K
$3.69M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
219+ 0.5% |
$10.4K - $12.2K
|
43.6K
$2.66M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
210New |
$9.96K - $11.7K
|
210
$12.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
200New |
$9.49K - $11.2K
|
200
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190+ 31.35% |
$9.01K - $10.6K
|
796
$48.6K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
139+ 2.17% |
$6.59K - $7.75K
|
6.53K
$399K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 0.9% |
$6.4K - $7.53K
|
15.1K
$925K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
94+ 39.5% |
$4.46K - $5.24K
|
332
$20.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
63New |
$2.99K - $3.51K
|
63
$3.85K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
60+ 1.05% |
$2.85K - $3.35K
|
5.8K
$354K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
59+ 0.27% |
$2.8K - $3.29K
|
21.7K
$1.33M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54New |
$2.56K - $3.01K
|
54
$3.3K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
50+ 1.13% |
$2.37K - $2.79K
|
4.48K
$274K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
26+ 0.17% |
$1.23K - $1.45K
|
15.7K
$962K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
25+ 2500.0% |
$1.19K - $1.39K
|
26
$1.59K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2+ 0.79% |
$94.9 - $112
|
255
$15.6K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 4.35% |
$47.4 - $55.8
|
22
$1.34K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1Closed |
$47.4 - $55.8
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-35- 0.11% |
$1.66K - $1.95K
|
31.2K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-80- 0.73% |
$3.79K - $4.46K
|
10.8K
$662K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-92- 5.0% |
$4.36K - $5.13K
|
1.75K
$107K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-95- 4.25% |
$4.51K - $5.3K
|
2.14K
$131K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-100- 2.3% |
$4.74K - $5.58K
|
4.26K
$260K
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-146- 1.12% |
$6.92K - $8.14K
|
12.9K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-150- 1.44% |
$7.11K - $8.36K
|
10.3K
$628K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-205- 1.07% |
$9.72K - $11.4K
|
19K
$1.16M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-219- 52.39% |
$10.4K - $12.2K
|
199
$12.2K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-239- 7.11% |
$11.3K - $13.3K
|
3.12K
$191K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-255- 0.4% |
$12.1K - $14.2K
|
64.3K
$3.93M
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-265- 1.04% |
$12.6K - $14.8K
|
25.1K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-267- 6.28% |
$12.7K - $14.9K
|
3.98K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-276- 4.34% |
$13.1K - $15.4K
|
6.08K
$372K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-280- 4.26% |
$13.3K - $15.6K
|
6.29K
$384K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-300- 6.96% |
$14.2K - $16.7K
|
4.01K
$245K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-349- 21.88% |
$16.6K - $19.5K
|
1.25K
$76.1K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-352- 2.14% |
$16.7K - $19.6K
|
16.1K
$984K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-358- 40.22% |
$17K - $20K
|
532
$32.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-434- 4.43% |
$20.6K - $24.2K
|
9.37K
$572K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-441- 8.93% |
$20.9K - $24.6K
|
4.5K
$275K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-463- 4.53% |
$22K - $25.8K
|
9.76K
$596K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-488- 14.6% |
$23.1K - $27.2K
|
2.86K
$174K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-504- 8.18% |
$23.9K - $28.1K
|
5.66K
$346K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-535- 4.92% |
$25.4K - $29.8K
|
10.4K
$632K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-571- 1.35% |
$27.1K - $31.8K
|
41.8K
$2.55M
|