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 |
|---|---|---|---|---|---|---|---|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.64K- 75.68% |
$238K - $271K
|
1.49K
$91.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-5.24K- 25.11% |
$269K - $306K
|
15.6K
$955K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-5.48K- 12.38% |
$281K - $320K
|
38.8K
$2.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-8.7K- 12.92% |
$446K - $508K
|
58.6K
$3.58M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.9K- 6.79% |
$456K - $520K
|
122K
$7.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10K- 3.81% |
$513K - $585K
|
253K
$15.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.1K- 8.31% |
$516K - $589K
|
111K
$6.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-11.9K- 20.39% |
$611K - $697K
|
46.6K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.9K- 9.8% |
$660K - $752K
|
119K
$7.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 72.9% |
$704K - $803K
|
5.11K
$312K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-14.3K- 8.83% |
$732K - $835K
|
148K
$9.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 13.66% |
$763K - $870K
|
94.2K
$5.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.2K- 4.76% |
$880K - $1M
|
343K
$21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-23.7K- 15.23% |
$1.22M - $1.39M
|
132K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.9K- 33.22% |
$1.63M - $1.86M
|
64.1K
$3.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-56.2K- 0.17% |
$2.88M - $3.28M
|
33.4M
$2.04B
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-60.5K- 12.25% |
$3.1M - $3.54M
|
434K
$26.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-858K- 49.9% |
$44M - $50.1M
|
861K
$52.6M
|