Purchases and Sales Made in Q3 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
418K+ 1.23% |
$22.8M - $25.7M
|
34.2M
$2.09B
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.6K+ 639.81% |
$4.67M - $5.27M
|
99K
$6.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.5K+ 37.85% |
$3.08M - $3.48M
|
206K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56.2K+ 1294.36% |
$3.06M - $3.46M
|
60.5K
$3.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42.6K+ 216.2% |
$2.32M - $2.62M
|
62.3K
$3.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.1K+ 12.29% |
$2.24M - $2.53M
|
375K
$22.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
37.5K+ 137.4% |
$2.04M - $2.31M
|
64.7K
$3.96M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 18.85% |
$1.58M - $1.79M
|
183K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 3.96% |
$1.53M - $1.73M
|
737K
$45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.1K+ 4.55% |
$1.1M - $1.24M
|
462K
$28.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.6K+ 9.73% |
$794K - $897K
|
164K
$10M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 15.52% |
$663K - $749K
|
90.6K
$5.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.56K+ 177.24% |
$467K - $527K
|
13.4K
$818K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.9K+ 32.11% |
$431K - $487K
|
32.5K
$1.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.89K+ 4.76% |
$430K - $486K
|
173K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.4KNew |
$404K - $456K
|
7.4K
$452K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.78K+ 5.4% |
$370K - $418K
|
133K
$8.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
5.68KNew |
$310K - $350K
|
5.68K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
5.28KNew |
$288K - $325K
|
5.28K
$323K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.93KNew |
$269K - $304K
|
4.93K
$301K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.36K+ 4.09% |
$238K - $268K
|
111K
$6.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.34KNew |
$237K - $267K
|
4.34K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.29K+ 1.17% |
$234K - $264K
|
371K
$22.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
4.16K+ 4.18% |
$227K - $256K
|
104K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.79KNew |
$207K - $234K
|
3.79K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.59KNew |
$195K - $221K
|
3.59K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.48KNew |
$190K - $214K
|
3.48K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.25K+ 2.86% |
$177K - $200K
|
117K
$7.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 5.7% |
$174K - $196K
|
59K
$3.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.04K+ 3.85% |
$165K - $187K
|
81.8K
$5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 1.64% |
$138K - $156K
|
156K
$9.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 8.64% |
$137K - $155K
|
31.6K
$1.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.94K+ 2.24% |
$106K - $120K
|
88.6K
$5.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 5.69% |
$90.5K - $102K
|
30.9K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 102.09% |
$63.8K - $72.1K
|
2.32K
$142K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.14K+ 25.97% |
$62.3K - $70.3K
|
5.54K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.1K+ 12.22% |
$60K - $67.7K
|
10.1K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.09K+ 11.47% |
$59.2K - $66.9K
|
10.6K
$645K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.03K+ 7907.69% |
$56K - $63.3K
|
1.04K
$63.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
998+ 1.42% |
$54.4K - $61.5K
|
71.1K
$4.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
936+ 33.97% |
$51K - $57.6K
|
3.69K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
822+ 0.84% |
$44.8K - $50.6K
|
98.8K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
794+ 12.76% |
$43.3K - $48.9K
|
7.02K
$429K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
762+ 0.89% |
$41.5K - $46.9K
|
86.2K
$5.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
682+ 15.45% |
$37.2K - $42K
|
5.1K
$311K
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
648+ 14.81% |
$35.3K - $39.9K
|
5.02K
$307K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
550+ 1.6% |
$30K - $33.9K
|
34.9K
$2.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
514+ 259.6% |
$28K - $31.7K
|
712
$43.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
484+ 0.55% |
$26.4K - $29.8K
|
88.2K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
457+ 4.96% |
$24.9K - $28.1K
|
9.67K
$591K
|