Purchases and Sales Made in Q2 2023 in Ishares Tr Exponential Technol (XT)

XT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q2 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
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
885K
+ 106.03%
$44.1M - $50.1M
1.72M $105M
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
172K
New
$8.56M - $9.71M
172K $10.5M
Aug 09, 2023 Q2 2023
Old Mission Capital LLC

BUY
 -
90.1K
New
$4.5M - $5.1M
90.1K $5.51M
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
88.7K
+ 161.7%
$4.42M - $5.02M
144K $8.77M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
82.7K
+ 45.84%
$4.13M - $4.68M
263K $16.1M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
60.8K
+ 235.07%
$3.03M - $3.44M
86.6K $5.29M
Aug 11, 2023 Q2 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
51K
+ 271.18%
$2.54M - $2.88M
69.8K $4.26M
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
29K
+ 36.08%
$1.45M - $1.64M
110K $6.69M
Jul 21, 2023 Q2 2023
Segment Wealth Management, LLC

BUY
 -
20.5K
+ 18.01%
$1.02M - $1.16M
134K $8.2M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
18.8K
New
$940K - $1.07M
18.8K $1.15M
Aug 07, 2023 Q2 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
15.8K
+ 4.87%
$787K - $892K
339K $20.7M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
15.5K
+ 24.06%
$772K - $875K
79.8K $4.87M
Aug 02, 2023 Q2 2023
Valmark Advisers, Inc.

BUY
 -
13.3K
+ 43.5%
$663K - $752K
43.8K $2.68M
Aug 14, 2023 Q2 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
13.1K
+ 1.82%
$652K - $740K
733K $44.8M
Aug 09, 2023 Q2 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
11.7K
New
$581K - $659K
11.7K $712K
Jul 24, 2023 Q2 2023
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
9.72K
+ 19.91%
$485K - $550K
58.5K $3.58M
Aug 10, 2023 Q2 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
9.55K
New
$476K - $540K
9.55K $583K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
9.17K
+ 9.18%
$458K - $519K
109K $6.66M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
8.71K
+ 9.97%
$434K - $493K
96K $5.87M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
8.57K
New
$427K - $485K
8.57K $524K
Aug 04, 2023 Q2 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
8.03K
+ 22.96%
$401K - $454K
43K $2.63M
Jul 10, 2023 Q2 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
6.58K
New
$328K - $372K
6.58K $402K
Aug 11, 2023 Q2 2023
Lunt Capital Management, Inc.

Holladay, UT
BUY
 -
6.29K
New
$314K - $356K
6.29K $384K
Aug 03, 2023 Q2 2023
Dynamic Advisor Solutions LLC

BUY
 -
5.82K
+ 4.91%
$290K - $329K
124K $7.6M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
5.66K
+ 99.95%
$282K - $320K
11.3K $691K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5.11K
+ 4.32%
$255K - $289K
123K $7.54M
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.86K
+ 12.94%
$242K - $275K
42.4K $2.59M
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
4.74K
New
$236K - $268K
4.74K $289K
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.66K
New
$233K - $264K
4.66K $285K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
4.54K
+ 1.15%
$227K - $257K
399K $24.4M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.42K
+ 102.48%
$220K - $250K
8.73K $533K
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
4.15K
New
$207K - $235K
4.15K $254K
Jul 28, 2023 Q2 2023
Detalus Advisors, LLC

BUY
 -
3.81K
New
$190K - $215K
3.81K $233K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
3.75K
+ 3.1%
$187K - $212K
125K $7.61M
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
3.73K
New
$186K - $211K
3.73K $228K
Jul 31, 2023 Q2 2023
Dakota Wealth Management

BUY
 -
3.63K
New
$181K - $205K
3.63K $222K
Aug 02, 2023 Q2 2023
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
3.6K
+ 53.73%
$180K - $204K
10.3K $629K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.58K
+ 18.4%
$179K - $203K
23K $1.41M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
3K
+ 2.11%
$150K - $170K
145K $8.88M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
2.44K
+ 15.72%
$122K - $138K
18K $1.1M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.32K
+ 51.78%
$116K - $131K
6.8K $415K
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
2.25K
+ 5.36%
$112K - $127K
44.2K $2.7M
Jul 17, 2023 Q2 2023
F Dx Advisors, Inc.

BUY
 -
2.11K
+ 8.22%
$105K - $119K
27.8K $1.7M
Jul 18, 2023 Q2 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
2.11K
+ 1.68%
$105K - $119K
128K $7.8M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
1.85K
+ 9.76%
$92.4K - $105K
20.8K $1.27M
Jul 26, 2023 Q2 2023
Destiny Wealth Partners, LLC

BUY
 -
1.81K
+ 2.31%
$90.4K - $102K
80.2K $4.9M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.76K
New
$87.8K - $99.6K
1.76K $108K
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
1.73K
+ 8.76%
$86.2K - $97.8K
21.4K $1.31M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
1.71K
+ 2.78%
$85.4K - $96.9K
63.4K $3.87M

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