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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
496+ 4.77% |
$27K - $29.6K
|
10.9K
$645K
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
363+ 0.28% |
$19.8K - $21.7K
|
130K
$7.69M
|
|
|
Aug 08, 2024
Q2 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
309+ 4.05% |
$16.8K - $18.5K
|
7.93K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
252New |
$13.7K - $15K
|
252
$14.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
198New |
$10.8K - $11.8K
|
198
$11.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
173+ 2.74% |
$9.42K - $10.3K
|
6.49K
$384K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
161+ 1.78% |
$8.77K - $9.61K
|
9.22K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
151+ 0.31% |
$8.22K - $9.02K
|
49.1K
$2.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
137+ 1.3% |
$7.46K - $8.18K
|
10.7K
$634K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
133+ 2.28% |
$7.24K - $7.94K
|
5.97K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
133+ 2216.67% |
$7.24K - $7.94K
|
139
$8.22K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
115+ 4.36% |
$6.26K - $6.87K
|
2.76K
$163K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
111New |
$6.04K - $6.63K
|
111
$6.57K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
111New |
$6.04K - $6.63K
|
111
$6.57K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
104+ 0.87% |
$5.66K - $6.21K
|
12.1K
$715K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
95+ 3.89% |
$5.17K - $5.67K
|
2.54K
$150K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
85+ 1.04% |
$4.63K - $5.08K
|
8.27K
$489K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47New |
$2.56K - $2.81K
|
47
$2.78K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
22New |
$1.2K - $1.31K
|
22
$1.3K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$1.03K - $1.13K
|
19
$1.12K
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
11+ 0.28% |
$599 - $657
|
3.95K
$233K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$599 - $657
|
4.28K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.26% |
$490 - $537
|
3.53K
$209K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6+ 0.15% |
$327 - $358
|
4.04K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6+ 0.08% |
$327 - $358
|
7.36K
$435K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5+ 0.09% |
$272 - $299
|
5.39K
$319K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.11% |
$272 - $299
|
4.67K
$276K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.25% |
$163 - $179
|
1.19K
$70.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.13% |
$109 - $119
|
1.54K
$91.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2+ 0.05% |
$109 - $119
|
4.42K
$262K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 9.09% |
$54.5 - $59.7
|
12
$710
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$54.5 - $59.7
|
4.76K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 5.11% |
$490 - $537
|
167
$9.88K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10- 0.11% |
$545 - $597
|
8.92K
$528K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-13- 0.16% |
$708 - $776
|
8.16K
$483K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-15- 0.31% |
$817 - $896
|
4.75K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-17- 0.2% |
$926 - $1.02K
|
8.57K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31- 0.7% |
$1.69K - $1.85K
|
4.42K
$261K
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-48- 0.37% |
$2.61K - $2.87K
|
13.1K
$775K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-48- 44.44% |
$2.61K - $2.87K
|
60
$3.55K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-58- 0.11% |
$3.16K - $3.46K
|
53.8K
$3.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-67- 1.27% |
$3.65K - $4K
|
5.21K
$308K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-69- 0.56% |
$3.76K - $4.12K
|
12.1K
$719K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-70- 0.53% |
$3.81K - $4.18K
|
13.2K
$781K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-85- 0.31% |
$4.63K - $5.08K
|
27.3K
$1.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-90- 1.02% |
$4.9K - $5.37K
|
8.75K
$518K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-97- 0.62% |
$5.28K - $5.79K
|
15.6K
$923K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-101- 1.16% |
$5.5K - $6.03K
|
8.59K
$508K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-111- 0.52% |
$6.04K - $6.63K
|
21.3K
$1.26M
|