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 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 13.17% |
$628K - $738K
|
87.3K
$5.33M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.3K- 83.54% |
$678K - $796K
|
2.81K
$172K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-17K- 7.37% |
$806K - $948K
|
214K
$13.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-20.3K- 66.99% |
$963K - $1.13M
|
10K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-28K- 18.88% |
$1.33M - $1.56M
|
120K
$7.34M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-35.7K- 45.98% |
$1.7M - $1.99M
|
42K
$2.57M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46K- 38.56% |
$2.18M - $2.56M
|
73.2K
$4.47M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.6K- 74.47% |
$2.3M - $2.71M
|
16.7K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-74K- 11.24% |
$3.51M - $4.13M
|
584K
$35.7M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-87.3K- 28.58% |
$4.14M - $4.86M
|
218K
$13.3M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-130K- 69.19% |
$6.18M - $7.27M
|
58K
$3.55M
|