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
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.35K- 37.77% |
$267K - $303K
|
8.82K
$539K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.77K- 9.14% |
$338K - $383K
|
67.3K
$4.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8K- 27.17% |
$399K - $453K
|
21.5K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.7K- 72.88% |
$484K - $549K
|
3.61K
$220K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13K- 19.17% |
$649K - $737K
|
54.9K
$3.35M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.4K- 78.38% |
$766K - $869K
|
4.24K
$259K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.9K- 3.39% |
$842K - $955K
|
481K
$29.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24.1K- 6.27% |
$1.2M - $1.36M
|
361K
$22M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-24.5K- 58.03% |
$1.22M - $1.39M
|
17.7K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.4K- 11.66% |
$1.27M - $1.44M
|
193K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-37.2K- 64.03% |
$1.85M - $2.1M
|
20.9K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-42.4K- 57.91% |
$2.12M - $2.4M
|
30.8K
$1.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47.1K- 5.34% |
$2.35M - $2.66M
|
834K
$51M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-51.9K- 24.3% |
$2.59M - $2.94M
|
162K
$9.89M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-52.2K- 28.47% |
$2.6M - $2.95M
|
131K
$8.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-58.9K- 23.54% |
$2.94M - $3.33M
|
191K
$11.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-74.5K- 55.31% |
$3.72M - $4.22M
|
60.2K
$3.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-90.4K- 15.47% |
$4.51M - $5.11M
|
494K
$30.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-148K- 0.44% |
$7.37M - $8.36M
|
33.5M
$2.05B
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-190K- 37.58% |
$9.45M - $10.7M
|
315K
$19.2M
|