Purchases and Sales Made in Q3 2023 in Ishares Tr Exponential Technol (XT)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.02K+ 1.69% |
$52.1K - $59.4K
|
61.2K
$3.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
1K+ 22.99% |
$51.3K - $58.6K
|
5.36K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
993+ 0.58% |
$50.9K - $58K
|
173K
$10.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
986+ 1.17% |
$50.5K - $57.6K
|
85.2K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
873+ 1.72% |
$44.7K - $51K
|
51.5K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
836+ 18.05% |
$42.8K - $48.9K
|
5.47K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
752+ 6.91% |
$38.5K - $43.9K
|
11.6K
$711K
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
744+ 11.84% |
$38.1K - $43.5K
|
7.03K
$430K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
743+ 2.68% |
$38.1K - $43.4K
|
28.5K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
743+ 0.91% |
$38.1K - $43.4K
|
82.8K
$5.06M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
687+ 4.03% |
$35.2K - $40.1K
|
17.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
671+ 9.87% |
$34.4K - $39.2K
|
7.47K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
632New |
$32.4K - $36.9K
|
632
$38.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
560+ 0.85% |
$28.7K - $32.7K
|
66.4K
$4.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
505New |
$25.9K - $29.5K
|
505
$30.9K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
437+ 6.64% |
$22.4K - $25.5K
|
7.02K
$429K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
434+ 2.79% |
$22.2K - $25.4K
|
16K
$976K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
417+ 0.52% |
$21.4K - $24.4K
|
80.7K
$4.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
371+ 3.6% |
$19K - $21.7K
|
10.7K
$652K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
350+ 5.93% |
$17.9K - $20.5K
|
6.25K
$382K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
341+ 3.91% |
$17.5K - $19.9K
|
9.07K
$554K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
340+ 8.03% |
$17.4K - $19.9K
|
4.58K
$280K
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
321+ 0.32% |
$16.4K - $18.8K
|
99.1K
$6.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
200+ 16.05% |
$10.2K - $11.7K
|
1.45K
$88.4K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
192+ 4.69% |
$9.84K - $11.2K
|
4.29K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
173+ 3.37% |
$8.86K - $10.1K
|
5.3K
$324K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
152+ 6.26% |
$7.79K - $8.88K
|
2.58K
$158K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
130+ 1000.0% |
$6.66K - $7.6K
|
143
$8.74K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
129New |
$6.61K - $7.54K
|
129
$7.88K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
128+ 0.37% |
$6.56K - $7.48K
|
34.8K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
107New |
$5.48K - $6.25K
|
107
$6.54K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
102+ 0.9% |
$5.23K - $5.96K
|
11.4K
$697K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
97+ 0.62% |
$4.97K - $5.67K
|
15.8K
$964K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
95+ 2.4% |
$4.87K - $5.55K
|
4.05K
$248K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
82New |
$4.2K - $4.79K
|
82
$5.01K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
80+ 1.76% |
$4.1K - $4.68K
|
4.62K
$282K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
73+ 0.72% |
$3.74K - $4.27K
|
10.2K
$626K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
50New |
$2.56K - $2.92K
|
50
$3.06K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$2.36K - $2.69K
|
46
$2.81K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
43New |
$2.2K - $2.51K
|
43
$2.63K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
37New |
$1.9K - $2.16K
|
37
$2.26K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
32+ 0.24% |
$1.64K - $1.87K
|
13.1K
$802K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25+ 0.44% |
$1.28K - $1.46K
|
5.68K
$347K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18+ 20.69% |
$922 - $1.05K
|
105
$6.42K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
13New |
$666 - $760
|
13
$794
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12New |
$615 - $701
|
12
$733
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4New |
$205 - $234
|
4
$244
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1New |
$51.2 - $58.4
|
1
$61.1
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11- 0.22% |
$564 - $643
|
4.99K
$305K
|