Purchases and Sales Made in Q1 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 2024. 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, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.58KNew |
$146K - $157K
|
2.58K
$153K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.56K+ 10.11% |
$145K - $156K
|
27.9K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.45K+ 3.32% |
$138K - $149K
|
76.2K
$4.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.42K+ 6.54% |
$137K - $147K
|
39.4K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.29K+ 38.87% |
$129K - $140K
|
8.17K
$484K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.29K+ 39.68% |
$129K - $140K
|
8.05K
$476K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.69K+ 31.09% |
$95.4K - $103K
|
7.12K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 2.09% |
$79.7K - $86K
|
69K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 24.88% |
$62.1K - $67K
|
5.51K
$326K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.08K+ 10.82% |
$61.1K - $65.9K
|
11.1K
$654K
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.05K+ 2.98% |
$59.5K - $64.3K
|
36.4K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
998+ 2.08% |
$56.4K - $60.9K
|
49K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
953New |
$53.9K - $58.2K
|
953
$56.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
953+ 5.65% |
$53.9K - $58.2K
|
17.8K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
915+ 1.42% |
$51.7K - $55.8K
|
65.2K
$3.86M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
829+ 5.88% |
$46.9K - $50.6K
|
14.9K
$883K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
721+ 14.08% |
$40.8K - $44K
|
5.84K
$346K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
651New |
$36.8K - $39.7K
|
651
$38.5K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
644+ 251.56% |
$36.4K - $39.3K
|
900
$53.3K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
525+ 0.63% |
$29.7K - $32K
|
83.2K
$4.92M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
482+ 11.16% |
$27.3K - $29.4K
|
4.8K
$284K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
468+ 11.15% |
$26.5K - $28.6K
|
4.67K
$276K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
356+ 0.42% |
$20.1K - $21.7K
|
84.5K
$5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
299+ 8.0% |
$16.9K - $18.2K
|
4.04K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
276+ 1.79% |
$15.6K - $16.8K
|
15.7K
$929K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
273+ 7.62% |
$15.4K - $16.7K
|
3.86K
$228K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
227+ 3.31% |
$12.8K - $13.9K
|
7.09K
$420K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
200+ 2.97% |
$11.3K - $12.2K
|
6.93K
$410K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
173+ 7.62% |
$9.78K - $10.6K
|
2.44K
$145K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
160+ 15.55% |
$9.05K - $9.76K
|
1.19K
$70.4K
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
159+ 1.74% |
$8.99K - $9.7K
|
9.31K
$551K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123+ 2.85% |
$6.95K - $7.51K
|
4.45K
$263K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
102+ 4.02% |
$5.77K - $6.22K
|
2.64K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
102+ 0.78% |
$5.77K - $6.22K
|
13.1K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
101+ 1.52% |
$5.71K - $6.16K
|
6.73K
$398K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75+ 0.93% |
$4.24K - $4.58K
|
8.18K
$484K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
74New |
$4.18K - $4.52K
|
74
$4.38K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
66New |
$3.73K - $4.03K
|
66
$3.91K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$1.3K - $1.4K
|
23
$1.36K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18+ 0.41% |
$1.02K - $1.1K
|
4.42K
$262K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15+ 7.58% |
$848 - $915
|
213
$12.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2New |
$113 - $122
|
2
$118
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.39% |
$56.5 - $61
|
256
$15.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-3- 0.05% |
$170 - $183
|
5.86K
$346K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-11- 0.08% |
$622 - $671
|
13K
$768K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.37% |
$848 - $915
|
4.01K
$237K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-20- 0.35% |
$1.13K - $1.22K
|
5.7K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 0.4% |
$1.64K - $1.77K
|
7.22K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-37- 0.13% |
$2.09K - $2.26K
|
29.3K
$1.73M
|