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 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-3.7K- 8.75% |
$202K - $221K
|
38.6K
$2.29M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.79K- 10.07% |
$206K - $226K
|
33.8K
$2M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.9K- 3.31% |
$212K - $233K
|
114K
$6.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.3K- 49.47% |
$234K - $257K
|
4.4K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.43K- 59.21% |
$241K - $264K
|
3.05K
$181K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.66K- 42.89% |
$253K - $278K
|
6.2K
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.79K- 13.61% |
$261K - $286K
|
30.4K
$1.8M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.81K- 5.79% |
$262K - $287K
|
78.3K
$4.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.86K- 13.28% |
$264K - $290K
|
31.7K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.9K- 35.25% |
$267K - $293K
|
9K
$533K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.38K- 2.51% |
$293K - $321K
|
209K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.69K- 4.13% |
$310K - $340K
|
132K
$7.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.1K- 13.15% |
$332K - $364K
|
40.3K
$2.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.39K- 6.66% |
$348K - $382K
|
89.6K
$5.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.63K- 13.28% |
$361K - $396K
|
43.3K
$2.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-7.35K- 4.23% |
$400K - $439K
|
166K
$9.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 18.52% |
$638K - $699K
|
51.5K
$3.05M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.3K- 1.62% |
$670K - $735K
|
750K
$44.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-15.3K- 39.6% |
$832K - $912K
|
23.3K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-22.9K- 63.13% |
$1.25M - $1.37M
|
13.4K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23K- 33.99% |
$1.25M - $1.38M
|
44.7K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-27.5K- 30.22% |
$1.5M - $1.64M
|
63.4K
$3.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30.1K- 14.49% |
$1.64M - $1.8M
|
178K
$10.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30.7K- 60.88% |
$1.67M - $1.83M
|
19.7K
$1.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-33.4K- 81.64% |
$1.82M - $1.99M
|
7.5K
$444K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-35K- 88.89% |
$1.91M - $2.09M
|
4.37K
$259K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-49.5K- 14.77% |
$2.69M - $2.95M
|
285K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-62.9K- 53.76% |
$3.43M - $3.76M
|
54.1K
$3.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-64.5K- 16.18% |
$3.51M - $3.85M
|
334K
$19.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-77.2K- 31.0% |
$4.2M - $4.61M
|
172K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-102K- 40.44% |
$5.53M - $6.07M
|
150K
$8.86M
|