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
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-167- 24.42% |
$9.09K - $9.97K
|
517
$30.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-167- 1.35% |
$9.09K - $9.97K
|
12.2K
$721K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 4.52% |
$10.1K - $11K
|
3.91K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-210- 11.37% |
$11.4K - $12.5K
|
1.64K
$96.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-217- 3.13% |
$11.8K - $13K
|
6.71K
$397K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-223- 22.3% |
$12.1K - $13.3K
|
777
$46K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-266- 6.49% |
$14.5K - $15.9K
|
3.83K
$227K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-294- 41.23% |
$16K - $17.6K
|
419
$24.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-297- 0.24% |
$16.2K - $17.7K
|
123K
$7.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-299- 2.84% |
$16.3K - $17.9K
|
10.2K
$606K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-300- 20.73% |
$16.3K - $17.9K
|
1.15K
$67.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-340- 7.1% |
$18.5K - $20.3K
|
4.45K
$263K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-350- 3.54% |
$19.1K - $20.9K
|
9.53K
$564K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-458- 1.84% |
$24.9K - $27.4K
|
24.5K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-461- 9.6% |
$25.1K - $27.5K
|
4.34K
$257K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-492- 4.37% |
$26.8K - $29.4K
|
10.8K
$636K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-549- 1.85% |
$29.9K - $32.8K
|
29K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-617- 23.91% |
$33.6K - $36.8K
|
1.96K
$116K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-658- 0.79% |
$35.8K - $39.3K
|
82.6K
$4.89M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-660- 9.81% |
$35.9K - $39.4K
|
6.07K
$359K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-732- 5.64% |
$39.9K - $43.7K
|
12.3K
$725K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-750- 83.33% |
$40.8K - $44.8K
|
150
$8.88K
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-791- 7.15% |
$43.1K - $47.2K
|
10.3K
$608K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-827- 0.43% |
$45K - $49.4K
|
190K
$11.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-837- 2.2% |
$45.6K - $50K
|
37.3K
$2.2M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-846- 2.33% |
$46.1K - $50.5K
|
35.5K
$2.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.16K- 12.43% |
$63K - $69.1K
|
8.15K
$482K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.16K- 6.52% |
$63.3K - $69.5K
|
16.7K
$986K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 17.47% |
$65.9K - $72.3K
|
5.72K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.28K- 0.18% |
$69.6K - $76.3K
|
709K
$42M
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.31K- 8.78% |
$71.3K - $78.2K
|
13.6K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.4K- 12.62% |
$76K - $83.4K
|
9.66K
$572K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.54K- 10.25% |
$83.6K - $91.7K
|
13.4K
$795K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 4.59% |
$83.6K - $91.7K
|
31.9K
$1.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.65K- 1.84% |
$89.6K - $98.3K
|
87.7K
$5.19M
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.69K- 13.46% |
$91.8K - $101K
|
10.8K
$641K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-1.69K- 7.94% |
$91.8K - $101K
|
19.6K
$1.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.75K- 1.62% |
$95.2K - $104K
|
107K
$6.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-1.86K- 10.08% |
$101K - $111K
|
16.6K
$983K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.94K- 9.49% |
$106K - $116K
|
18.5K
$1.09M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.53K- 14.22% |
$138K - $151K
|
15.3K
$904K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.61K- 29.52% |
$142K - $156K
|
6.22K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.62K- 86.74% |
$142K - $156K
|
400
$23.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.85K- 1.82% |
$155K - $170K
|
154K
$9.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.17K- 34.33% |
$172K - $189K
|
6.06K
$358K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-3.27K- 26.86% |
$178K - $195K
|
8.89K
$526K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.27K- 37.64% |
$178K - $195K
|
5.42K
$321K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.36K- 62.94% |
$183K - $200K
|
1.98K
$117K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3.53K- 16.61% |
$192K - $211K
|
17.7K
$1.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.61K- 72.04% |
$196K - $215K
|
1.4K
$82.8K
|