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 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$49.9 - $56.6
|
6.16K
$377K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.9 - $56.6
|
4.23K
$258K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2- 0.06% |
$99.8 - $113
|
3.12K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 50.0% |
$549 - $622
|
11
$672
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-26- 0.65% |
$1.3K - $1.47K
|
3.96K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-33- 9.94% |
$1.65K - $1.87K
|
299
$18.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-48- 0.11% |
$2.39K - $2.72K
|
44.4K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-50- 2.44% |
$2.49K - $2.83K
|
2K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-57- 0.26% |
$2.84K - $3.23K
|
21.7K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-63- 2.53% |
$3.14K - $3.57K
|
2.43K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-70- 0.44% |
$3.49K - $3.96K
|
15.7K
$958K
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-71- 1.13% |
$3.54K - $4.02K
|
6.22K
$380K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-135- 1.38% |
$6.74K - $7.64K
|
9.63K
$588K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 1.7% |
$7.48K - $8.49K
|
8.65K
$529K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-162- 3.81% |
$8.08K - $9.17K
|
4.1K
$250K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-170- 0.05% |
$8.48K - $9.62K
|
329K
$20.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-198- 1.92% |
$9.88K - $11.2K
|
10.1K
$617K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-273- 0.88% |
$13.6K - $15.4K
|
30.9K
$1.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-294- 4.75% |
$14.7K - $16.6K
|
5.9K
$360K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-334- 3.08% |
$16.7K - $18.9K
|
10.5K
$642K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-366- 10.15% |
$18.3K - $20.7K
|
3.24K
$198K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-383- 8.22% |
$19.1K - $21.7K
|
4.28K
$261K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-399- 2.29% |
$19.9K - $22.6K
|
17K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-540- 3.66% |
$26.9K - $30.6K
|
14.2K
$868K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-540- 3.66% |
$26.9K - $30.6K
|
14.2K
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-583- 8.65% |
$29.1K - $33K
|
6.16K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-627- 9.6% |
$31.3K - $35.5K
|
5.9K
$361K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-725- 7.0% |
$36.2K - $41K
|
9.63K
$588K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-733- 5.74% |
$36.6K - $41.5K
|
12K
$735K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-778- 17.22% |
$38.8K - $44K
|
3.74K
$229K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-826- 8.02% |
$41.2K - $46.7K
|
9.47K
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-982- 8.53% |
$49K - $55.6K
|
10.5K
$644K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.04K- 12.61% |
$51.9K - $58.9K
|
7.21K
$440K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 19.8% |
$59K - $66.9K
|
4.79K
$293K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.32K- 5.24% |
$65.7K - $74.5K
|
23.8K
$1.45M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.32K- 1.54% |
$65.9K - $74.7K
|
84.3K
$5.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.46K- 14.37% |
$72.7K - $82.5K
|
8.69K
$531K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.54K- 0.77% |
$76.7K - $87K
|
198K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.7K- 1.4% |
$84.8K - $96.1K
|
120K
$7.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.98K- 70.18% |
$98.5K - $112K
|
839
$51.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.98K- 69.18% |
$98.5K - $112K
|
880
$53.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 3.86% |
$116K - $132K
|
58.1K
$3.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.57K- 11.36% |
$128K - $146K
|
20.1K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.66K- 6.1% |
$133K - $151K
|
40.9K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.87K- 3.07% |
$143K - $162K
|
90.5K
$5.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.47K- 5.01% |
$173K - $197K
|
65.9K
$4.02M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-4.29K- 2.68% |
$214K - $242K
|
156K
$9.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.35K- 1.79% |
$217K - $246K
|
239K
$14.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-4.98K- 4.8% |
$248K - $282K
|
98.8K
$6.04M
|