Purchases and Sales Made in Q2 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
608K+ 1.83% |
$33.1M - $36.3M
|
33.8M
$2B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
111KNew |
$6.04M - $6.63M
|
111K
$6.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
36.7K+ 58.51% |
$2M - $2.19M
|
99.5K
$5.89M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.5K+ 32.92% |
$1.17M - $1.28M
|
86.6K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
20.5K+ 502.38% |
$1.12M - $1.23M
|
24.6K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.9K+ 3.74% |
$867K - $951K
|
442K
$26.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 4.73% |
$819K - $898K
|
333K
$19.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
15K+ 4.73% |
$819K - $898K
|
333K
$19.7M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7KNew |
$584K - $641K
|
10.7K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9.99K+ 117.82% |
$544K - $597K
|
18.5K
$1.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
6.95KNew |
$379K - $415K
|
6.95K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.85K+ 4.31% |
$373K - $409K
|
166K
$9.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.82K+ 13.91% |
$371K - $407K
|
55.8K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.65K+ 93.92% |
$362K - $397K
|
13.7K
$812K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.35K+ 44.42% |
$345K - $379K
|
20.6K
$1.22M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.33K+ 155.05% |
$290K - $318K
|
8.76K
$518K
|
|
|
Jul 19, 2024
Q2 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
5.01K+ 17.09% |
$273K - $299K
|
34.3K
$2.03M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.93K+ 6.67% |
$268K - $294K
|
78.8K
$4.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.84KNew |
$263K - $289K
|
4.84K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.83KNew |
$263K - $289K
|
4.83K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.53KNew |
$247K - $271K
|
4.53K
$268K
|
|
|
Aug 13, 2024
Q2 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.39K+ 13.38% |
$239K - $262K
|
37.2K
$2.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.96K+ 62.38% |
$215K - $236K
|
10.3K
$609K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
3.73KNew |
$203K - $223K
|
3.73K
$221K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.84K+ 0.78% |
$155K - $170K
|
367K
$21.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.71K+ 15.91% |
$148K - $162K
|
19.8K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.59K+ 57.47% |
$141K - $154K
|
7.09K
$419K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.4K+ 46.11% |
$131K - $143K
|
7.6K
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.32K+ 1.58% |
$126K - $138K
|
149K
$8.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.22K+ 2.91% |
$121K - $133K
|
78.4K
$4.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.81K+ 2.01% |
$98.4K - $108K
|
91.8K
$5.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.76KNew |
$95.9K - $105K
|
1.76K
$104K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.54K+ 8.04% |
$84.1K - $92.2K
|
20.7K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.42K+ 17.66% |
$77.4K - $84.9K
|
9.47K
$560K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 19.19% |
$74.1K - $81.3K
|
8.45K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.33K+ 4.77% |
$72.4K - $79.4K
|
29.2K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.2K+ 30.03% |
$65.4K - $71.7K
|
5.2K
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1.13K+ 15.88% |
$61.5K - $67.5K
|
8.25K
$488K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.04K+ 1.5% |
$56.4K - $61.9K
|
70.1K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
949+ 1.12% |
$51.7K - $56.7K
|
85.4K
$5.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
912New |
$49.7K - $54.5K
|
912
$54K
|
|
|
Jul 18, 2024
Q2 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
899+ 1.84% |
$49K - $53.7K
|
49.7K
$2.94M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
867+ 4.01% |
$47.2K - $51.8K
|
22.5K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
804+ 0.64% |
$43.8K - $48K
|
126K
$7.44M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
779+ 0.19% |
$42.4K - $46.5K
|
417K
$24.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
731+ 0.75% |
$39.8K - $43.7K
|
98K
$5.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
605+ 2.89% |
$32.9K - $36.1K
|
21.5K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
584+ 3.41% |
$31.8K - $34.9K
|
17.7K
$1.05M
|
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
583+ 0.38% |
$31.7K - $34.8K
|
154K
$9.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
530+ 3.64% |
$28.9K - $31.7K
|
15.1K
$893K
|