Purchases and Sales Made in Q3 2023 in Ishares Tr Exponential Technol (XT)

XT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 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
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
196K
+ 40.74%
$10M - $11.5M
677K $41.4M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
61.7K
+ 32.27%
$3.16M - $3.61M
253K $15.5M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
38.8K
New
$1.99M - $2.27M
38.8K $2.37M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
35.7K
+ 31.95%
$1.83M - $2.09M
148K $9.02M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
28.1K
+ 22.63%
$1.44M - $1.64M
153K $9.32M
Oct 24, 2023 Q3 2023
Fundamentun, LLC

Beachwood, OH
BUY
 -
25.7K
+ 20.13%
$1.32M - $1.5M
153K $9.37M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
16.4K
New
$839K - $957K
16.4K $1M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
14.4K
+ 6.04%
$739K - $842K
253K $15.5M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
11.8K
New
$603K - $688K
11.8K $719K
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
10.5K
+ 3.18%
$537K - $612K
340K $20.8M
Nov 09, 2023 Q3 2023
Sweeney & Michel, LLC

Chico, CA
BUY
 -
10.2K
+ 40.85%
$525K - $599K
35.3K $2.16M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
9.33K
+ 1111.92%
$478K - $545K
10.2K $621K
Nov 13, 2023 Q3 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
8.69K
+ 6.97%
$445K - $508K
133K $8.15M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.18K
+ 26.55%
$419K - $478K
39K $2.38M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
7.24K
+ 200.67%
$371K - $423K
10.8K $663K
Nov 07, 2023 Q3 2023
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
7.08K
+ 74.12%
$363K - $413K
16.6K $1.02M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
6.98K
+ 3.62%
$358K - $408K
200K $12.2M
Nov 07, 2023 Q3 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
6.71K
New
$344K - $392K
6.71K $410K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
6.63K
New
$340K - $387K
6.63K $405K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
6.22K
New
$319K - $363K
6.22K $380K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
5.93K
+ 28.49%
$304K - $347K
26.8K $1.63M
Nov 13, 2023 Q3 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
5.23K
+ 1744.67%
$268K - $306K
5.53K $338K
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
5.1K
+ 23.78%
$261K - $298K
26.5K $1.62M
Oct 17, 2023 Q3 2023
Kfg Wealth Management, LLC

Granger, IN
BUY
 -
4.28K
New
$219K - $250K
4.28K $261K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.26K
New
$218K - $249K
4.26K $260K
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
4.2K
New
$215K - $246K
4.2K $257K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4K
New
$205K - $234K
4K $244K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
3.9K
New
$200K - $228K
3.9K $238K
Nov 13, 2023 Q3 2023
Valley National Advisers Inc

BUY
 -
3.88K
+ 12.25%
$199K - $227K
35.5K $2.17M
Oct 26, 2023 Q3 2023
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
3.68K
+ 1.08%
$188K - $215K
343K $21M
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
3.55K
New
$182K - $207K
3.55K $217K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
3.47K
+ 8.19%
$178K - $203K
45.9K $2.8M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
3.46K
+ 17.26%
$177K - $202K
23.5K $1.44M
Oct 12, 2023 Q3 2023
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
3.3K
+ 27.41%
$169K - $193K
15.3K $937K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.05K
+ 50.94%
$156K - $178K
9.03K $551K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.04K
+ 13.19%
$156K - $178K
26.1K $1.59M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
2.93K
+ 4.62%
$150K - $171K
66.3K $4.05M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
2.87K
+ 3.31%
$147K - $168K
89.5K $5.47M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
2.84K
+ 24.98%
$146K - $166K
14.2K $868K
Nov 13, 2023 Q3 2023
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
2.81K
+ 27.35%
$144K - $164K
13.1K $800K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.59K
+ 0.65%
$133K - $152K
402K $24.5M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
2.08K
+ 35.16%
$106K - $121K
7.98K $488K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.92K
+ 11.29%
$98.2K - $112K
18.9K $1.15M
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.34K
New
$68.8K - $78.4K
1.34K $82K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.25K
+ 123.47%
$64.2K - $73.2K
2.27K $138K
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
1.17K
+ 2.68%
$60.2K - $68.6K
45K $2.75M
Nov 08, 2023 Q3 2023
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
1.16K
+ 2.7%
$59.6K - $68K
44.2K $2.7M
Oct 26, 2023 Q3 2023
Interactive Financial Advisors

Chicago, IL
BUY
 -
1.15K
+ 12.26%
$58.9K - $67.2K
10.5K $643K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.04K
+ 15.13%
$53.1K - $60.6K
7.89K $482K

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