Purchases and Sales Made in Q2 2023 in Ishares Tr Exponential Technol (XT)
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 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.7K+ 9.44% |
$84.7K - $96.1K
|
19.7K
$1.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.56K+ 4.71% |
$77.9K - $88.4K
|
34.7K
$2.12M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.31K+ 59.6% |
$65.5K - $74.3K
|
3.52K
$215K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29K+ 0.99% |
$64.6K - $73.2K
|
131K
$8.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.17K+ 24.27% |
$58.3K - $66.1K
|
5.98K
$365K
|
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
1.03K+ 88.18% |
$51.4K - $58.3K
|
2.2K
$134K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
978+ 0.81% |
$48.8K - $55.3K
|
121K
$7.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
919+ 1.85% |
$45.8K - $52K
|
50.6K
$3.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
874+ 8.54% |
$43.6K - $49.5K
|
11.1K
$679K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
817New |
$40.8K - $46.2K
|
817
$49.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
771+ 12.67% |
$38.5K - $43.6K
|
6.86K
$419K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
710+ 5.72% |
$35.4K - $40.2K
|
13.1K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
652+ 4.4% |
$32.5K - $36.9K
|
15.5K
$946K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
645+ 4.32% |
$32.2K - $36.5K
|
15.6K
$951K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
640+ 2.06% |
$31.9K - $36.2K
|
31.7K
$1.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
422+ 212.06% |
$21.1K - $23.9K
|
621
$37.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
417+ 10.58% |
$20.8K - $23.6K
|
4.36K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
414+ 9.82% |
$20.7K - $23.4K
|
4.63K
$283K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
409+ 0.5% |
$20.4K - $23.1K
|
82.1K
$5.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
400New |
$20K - $22.6K
|
400
$24.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
400+ 2.64% |
$20K - $22.6K
|
15.5K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
369+ 48.17% |
$18.4K - $20.9K
|
1.14K
$69.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
357+ 1.57% |
$17.8K - $20.2K
|
23K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
310+ 7.22% |
$15.5K - $17.5K
|
4.6K
$281K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
307+ 1.84% |
$15.3K - $17.4K
|
17K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268+ 2.52% |
$13.4K - $15.2K
|
10.9K
$665K
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
203+ 3.43% |
$10.1K - $11.5K
|
6.13K
$375K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
194+ 2.79% |
$9.68K - $11K
|
7.15K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
182+ 3.68% |
$9.08K - $10.3K
|
5.13K
$313K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
172+ 1.33% |
$8.58K - $9.73K
|
13.1K
$800K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
120New |
$5.99K - $6.79K
|
120
$7.33K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
106+ 0.42% |
$5.29K - $6K
|
25.1K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
103+ 1.85% |
$5.14K - $5.83K
|
5.66K
$346K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
92+ 4.3% |
$4.59K - $5.21K
|
2.23K
$136K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
87New |
$4.34K - $4.92K
|
87
$5.32K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
52New |
$2.59K - $2.94K
|
52
$3.18K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$2.49K - $2.83K
|
50
$3.06K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
50New |
$2.49K - $2.83K
|
50
$3.06K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44+ 0.9% |
$2.2K - $2.49K
|
4.94K
$302K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
27+ 0.27% |
$1.35K - $1.53K
|
10.2K
$622K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16+ 2.01% |
$798 - $905
|
812
$49.6K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
12+ 0.16% |
$599 - $679
|
7.56K
$462K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11+ 0.24% |
$549 - $622
|
4.54K
$277K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
11+ 0.12% |
$549 - $622
|
9.38K
$573K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
8New |
$399 - $453
|
8
$489
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$349 - $396
|
5.05K
$308K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
4+ 0.04% |
$200 - $226
|
10.3K
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4+ 0.05% |
$200 - $226
|
8.6K
$526K
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
3+ 0.06% |
$150 - $170
|
4.65K
$284K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
3+ 0.02% |
$150 - $170
|
19K
$1.16M
|