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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-69- 0.9% |
$3.9K - $4.21K
|
7.62K
$451K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-71- 0.05% |
$4.01K - $4.33K
|
130K
$7.67M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-86- 0.98% |
$4.86K - $5.25K
|
8.69K
$514K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 19.47% |
$4.98K - $5.37K
|
364
$21.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 6.46% |
$5.65K - $6.1K
|
1.45K
$85.6K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-113- 11.63% |
$6.39K - $6.9K
|
859
$50.8K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115- 3.1% |
$6.5K - $7.02K
|
3.6K
$213K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-132- 0.14% |
$7.46K - $8.05K
|
97.2K
$5.75M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-134- 0.86% |
$7.58K - $8.18K
|
15.4K
$910K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-160- 96.39% |
$9.05K - $9.76K
|
6
$355
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-170- 5.34% |
$9.61K - $10.4K
|
3.02K
$178K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-182- 0.85% |
$10.3K - $11.1K
|
21.3K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-192- 4.48% |
$10.9K - $11.7K
|
4.1K
$242K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-266- 1.96% |
$15K - $16.2K
|
13.3K
$788K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-279- 6.18% |
$15.8K - $17K
|
4.24K
$251K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-304- 0.79% |
$17.2K - $18.6K
|
38.1K
$2.25M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-309- 5.43% |
$17.5K - $18.9K
|
5.38K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-330- 2.64% |
$18.7K - $20.1K
|
12.2K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-366- 2.69% |
$20.7K - $22.3K
|
13.3K
$785K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-376- 1.06% |
$21.3K - $22.9K
|
35.2K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-515- 4.53% |
$29.1K - $31.4K
|
10.9K
$642K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-546- 3.1% |
$30.9K - $33.3K
|
17.1K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-552- 2.57% |
$31.2K - $33.7K
|
20.9K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-770- 4.0% |
$43.5K - $47K
|
18.5K
$1.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-771- 5.94% |
$43.6K - $47K
|
12.2K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-848- 3.77% |
$47.9K - $51.7K
|
21.6K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-873- 9.0% |
$49.4K - $53.3K
|
8.83K
$522K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-880- 83.33% |
$49.8K - $53.7K
|
176
$10.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-925- 8.77% |
$52.3K - $56.4K
|
9.62K
$569K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-968- 16.81% |
$54.7K - $59.1K
|
4.79K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.02K- 10.32% |
$57.5K - $62.1K
|
8.84K
$523K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.1K- 7.04% |
$62.4K - $67.4K
|
14.6K
$862K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.29K- 0.83% |
$72.9K - $78.7K
|
154K
$9.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.57K- 15.29% |
$88.8K - $95.8K
|
8.7K
$515K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 93.81% |
$93.3K - $101K
|
109
$6.45K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.78K- 10.61% |
$100K - $108K
|
15K
$886K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.94K- 32.12% |
$110K - $118K
|
4.1K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.2K- 38.47% |
$124K - $134K
|
3.51K
$208K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.41K- 17.87% |
$136K - $147K
|
11.1K
$655K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.45K- 16.97% |
$138K - $149K
|
12K
$709K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.68K- 6.82% |
$151K - $163K
|
36.6K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.07K- 30.23% |
$173K - $187K
|
7.08K
$419K
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-3.44K- 23.44% |
$195K - $210K
|
11.2K
$666K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.52K- 47.4% |
$199K - $215K
|
3.91K
$231K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.78K- 1.94% |
$214K - $230K
|
191K
$11.3M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.85K- 2.99% |
$217K - $235K
|
125K
$7.39M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.09K- 44.03% |
$231K - $250K
|
5.2K
$308K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.55K- 1.08% |
$257K - $278K
|
417K
$24.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-4.67K- 15.75% |
$264K - $285K
|
25K
$1.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.75K- 51.35% |
$269K - $290K
|
4.5K
$266K
|