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
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-12- 10.0% |
$615 - $701
|
108
$6.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-19- 0.27% |
$974 - $1.11K
|
7.13K
$436K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-21- 3.95% |
$1.08K - $1.23K
|
511
$31.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-34- 0.55% |
$1.74K - $1.99K
|
6.19K
$378K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-35- 0.46% |
$1.79K - $2.05K
|
7.53K
$460K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-44- 0.21% |
$2.25K - $2.57K
|
21.4K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-50- 0.81% |
$2.56K - $2.92K
|
6.11K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-53- 0.34% |
$2.72K - $3.1K
|
15.4K
$943K
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-60- 1.03% |
$3.07K - $3.51K
|
5.74K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-64- 7.88% |
$3.28K - $3.74K
|
748
$45.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-87- 1.01% |
$4.46K - $5.08K
|
8.57K
$523K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-91- 0.48% |
$4.66K - $5.32K
|
18.9K
$1.16M
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-101- 2.17% |
$5.18K - $5.9K
|
4.55K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-125- 3.86% |
$6.41K - $7.31K
|
3.12K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-133- 3.2% |
$6.81K - $7.77K
|
4.02K
$246K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-133- 0.58% |
$6.81K - $7.77K
|
22.9K
$1.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-134- 1.02% |
$6.87K - $7.83K
|
13K
$793K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-161- 3.5% |
$8.25K - $9.41K
|
4.44K
$271K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-163- 14.36% |
$8.35K - $9.53K
|
972
$59.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-200- 11.45% |
$10.2K - $11.7K
|
1.55K
$94.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-211- 2.39% |
$10.8K - $12.3K
|
8.61K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-295- 3.11% |
$15.1K - $17.2K
|
9.18K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-327- 98.49% |
$16.8K - $19.1K
|
5
$306
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-430- 1.7% |
$22K - $25.1K
|
24.8K
$1.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-445- 4.62% |
$22.8K - $26K
|
9.18K
$561K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-515- 5.35% |
$26.4K - $30.1K
|
9.11K
$557K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-524- 84.38% |
$26.8K - $30.6K
|
97
$5.93K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-535- 7.42% |
$27.4K - $31.3K
|
6.67K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-571- 11.92% |
$29.3K - $33.4K
|
4.22K
$258K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-606- 3.89% |
$31.1K - $35.4K
|
15K
$914K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-693- 6.58% |
$35.5K - $40.5K
|
9.84K
$601K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-737- 14.93% |
$37.8K - $43.1K
|
4.2K
$257K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-860- 7.74% |
$44.1K - $50.3K
|
10.2K
$626K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-885- 1.61% |
$45.3K - $51.7K
|
54K
$3.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-901- 5.02% |
$46.2K - $52.7K
|
17K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-962- 4.89% |
$49.3K - $56.2K
|
18.7K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-1.1K- 3.55% |
$56.2K - $64.1K
|
29.8K
$1.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.35K- 12.81% |
$69K - $78.7K
|
9.16K
$560K
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 2.76% |
$82.2K - $93.7K
|
56.5K
$3.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.63K- 3.66% |
$83.4K - $95.1K
|
42.8K
$2.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.7K- 0.86% |
$87K - $99.2K
|
196K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.88K- 2.35% |
$96.1K - $110K
|
77.9K
$4.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.99K- 11.22% |
$102K - $116K
|
15.7K
$962K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.27K- 5.53% |
$116K - $132K
|
38.7K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.29K- 1.91% |
$117K - $134K
|
117K
$7.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.79K- 1.92% |
$143K - $163K
|
143K
$8.71M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.02K- 2.25% |
$154K - $176K
|
131K
$8.02M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.03K- 36.4% |
$155K - $177K
|
5.29K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.19K- 2.58% |
$163K - $186K
|
120K
$7.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.82K- 2.66% |
$196K - $223K
|
140K
$8.54M
|