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 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.79K- 75.71% |
$271K - $292K
|
1.54K
$90.9K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.93K- 3.83% |
$279K - $301K
|
124K
$7.32M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-4.93K- 48.05% |
$279K - $301K
|
5.33K
$315K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5K- 1.47% |
$283K - $305K
|
335K
$19.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-5.39K- 12.26% |
$305K - $329K
|
38.6K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.87K- 24.26% |
$388K - $419K
|
21.4K
$1.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.95K- 4.25% |
$393K - $424K
|
157K
$9.27M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-7.27K- 44.09% |
$411K - $444K
|
9.22K
$546K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.08K- 13.92% |
$457K - $493K
|
49.9K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.76K- 17.39% |
$552K - $596K
|
46.4K
$2.74M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.2K- 23.4% |
$578K - $623K
|
33.4K
$1.98M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-10.5K- 11.22% |
$594K - $641K
|
83.1K
$4.92M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-10.5K- 49.91% |
$596K - $643K
|
10.6K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.8K- 55.52% |
$667K - $720K
|
9.45K
$559K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.4K- 5.9% |
$758K - $819K
|
214K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 14.02% |
$838K - $904K
|
90.9K
$5.38M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15K- 4.51% |
$850K - $918K
|
318K
$18.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 6.89% |
$869K - $938K
|
208K
$12.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-15.9K- 14.18% |
$896K - $967K
|
96K
$5.68M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.6K- 55.21% |
$995K - $1.07M
|
14.3K
$845K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.1K- 2.88% |
$1.19M - $1.29M
|
710K
$42M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-21.2K- 15.28% |
$1.2M - $1.29M
|
118K
$6.96M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-25.6K- 22.14% |
$1.45M - $1.56M
|
90K
$5.33M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-36.7K- 85.27% |
$2.08M - $2.24M
|
6.34K
$375K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-39K- 75.69% |
$2.21M - $2.38M
|
12.5K
$741K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-39.8K- 13.66% |
$2.25M - $2.43M
|
251K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-48.2K- 53.22% |
$2.72M - $2.94M
|
42.3K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-52.5K- 45.35% |
$2.97M - $3.2M
|
63.2K
$3.74M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-71.8K- 34.26% |
$4.06M - $4.38M
|
138K
$8.16M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-120K- 32.52% |
$6.78M - $7.32M
|
249K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-252K- 0.75% |
$14.2M - $15.4M
|
33.2M
$1.96B
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-344K- 90.45% |
$19.4M - $21M
|
36.3K
$2.15M
|