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 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-616- 9.98% |
$29.2K - $34.3K
|
5.56K
$339K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-650- 0.33% |
$30.8K - $36.2K
|
199K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-650- 9.5% |
$30.8K - $36.2K
|
6.19K
$378K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-657- 0.27% |
$31.2K - $36.6K
|
243K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-716- 6.5% |
$34K - $39.9K
|
10.3K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-766- 5.13% |
$36.3K - $42.7K
|
14.2K
$866K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-911- 15.56% |
$43.2K - $50.8K
|
4.95K
$302K
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-932- 16.7% |
$44.2K - $52K
|
4.65K
$284K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-976- 2.53% |
$46.3K - $54.4K
|
37.6K
$2.29M
|
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-978- 0.61% |
$46.4K - $54.5K
|
160K
$9.79M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-993- 1.32% |
$47.1K - $55.4K
|
74.1K
$4.53M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 11.77% |
$48.7K - $57.3K
|
7.7K
$470K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.05K- 1.53% |
$49.9K - $58.6K
|
67.9K
$4.15M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.07K- 8.52% |
$50.9K - $59.8K
|
11.5K
$704K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.1K- 20.07% |
$52.2K - $61.3K
|
4.38K
$268K
|
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.12K- 4.7% |
$53.1K - $62.4K
|
22.7K
$1.39M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.21K- 12.3% |
$57.2K - $67.2K
|
8.6K
$525K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.27K- 10.71% |
$60.4K - $71K
|
10.6K
$649K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 16.75% |
$66.4K - $78.1K
|
6.96K
$425K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.41K- 6.74% |
$66.7K - $78.4K
|
19.5K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59K- 0.22% |
$75.2K - $88.4K
|
720K
$44M
|
|
|
Apr 18, 2023
Q1 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.66K- 1.58% |
$78.9K - $92.7K
|
104K
$6.34M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 27.06% |
$86.1K - $101K
|
4.89K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.86K- 8.68% |
$88.4K - $104K
|
19.6K
$1.2M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.89K- 18.67% |
$89.8K - $106K
|
8.25K
$504K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.92K- 11.01% |
$91.1K - $107K
|
15.5K
$948K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.96K- 5.94% |
$93K - $109K
|
31K
$1.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-2.03K- 1.75% |
$96.1K - $113K
|
114K
$6.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.11K- 41.17% |
$100K - $118K
|
3.01K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 12.59% |
$101K - $119K
|
14.8K
$906K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 34.11% |
$110K - $129K
|
4.48K
$274K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.4K- 53.94% |
$114K - $134K
|
2.05K
$125K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.53K- 11.76% |
$120K - $141K
|
19K
$1.16M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.7K- 21.01% |
$128K - $150K
|
10.1K
$620K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.73K- 0.7% |
$129K - $152K
|
385K
$23.5M
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.88K- 0.87% |
$137K - $161K
|
329K
$20.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.88K- 2.1% |
$137K - $161K
|
135K
$8.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-3.55K- 4.17% |
$168K - $198K
|
81.6K
$4.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.88K- 23.3% |
$184K - $217K
|
12.8K
$781K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.44K- 48.01% |
$211K - $248K
|
4.81K
$294K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.72K- 54.05% |
$224K - $263K
|
4.01K
$245K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.15K- 8.58% |
$244K - $287K
|
54.8K
$3.35M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.15K- 16.93% |
$244K - $287K
|
25.3K
$1.54M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-6.9K- 50.6% |
$327K - $385K
|
6.74K
$412K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03K- 10.62% |
$333K - $392K
|
59.1K
$3.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.25K- 26.72% |
$391K - $460K
|
22.6K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.35K- 8.56% |
$443K - $521K
|
99.9K
$6.1M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-10.8K- 8.18% |
$511K - $601K
|
121K
$7.39M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.7K- 19.31% |
$554K - $651K
|
48.8K
$2.98M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-12.5K- 22.78% |
$591K - $695K
|
42.2K
$2.58M
|