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
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
453+ 0.49% |
$24.7K - $27.9K
|
92.3K
$5.64M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
450+ 9.63% |
$24.5K - $27.7K
|
5.12K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
316+ 1.29% |
$17.2K - $19.5K
|
24.8K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
285+ 0.8% |
$15.5K - $17.6K
|
35.8K
$2.19M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
274+ 1.81% |
$14.9K - $16.9K
|
15.4K
$939K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
267+ 3.24% |
$14.6K - $16.4K
|
8.52K
$520K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
229New |
$12.5K - $14.1K
|
229
$14K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 38.68% |
$10.9K - $12.3K
|
717
$43.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
174New |
$9.48K - $10.7K
|
174
$10.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
164+ 3.45% |
$8.94K - $10.1K
|
4.92K
$301K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
124New |
$6.76K - $7.64K
|
124
$7.58K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
54+ 0.39% |
$2.94K - $3.33K
|
13.8K
$842K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
31+ 0.54% |
$1.69K - $1.91K
|
5.73K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22New |
$1.2K - $1.35K
|
22
$1.34K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$1.09K - $1.23K
|
20
$1.22K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.19% |
$491 - $554
|
4.85K
$296K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$382 - $431
|
7
$428
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1- 0.05% |
$54.5 - $61.6
|
1.98K
$121K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 23.33% |
$763 - $862
|
46
$2.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$1.09K - $1.23K
|
4.21K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-30- 3.29% |
$1.64K - $1.85K
|
882
$53.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-38- 3.19% |
$2.07K - $2.34K
|
1.15K
$70.5K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-42- 0.32% |
$2.29K - $2.59K
|
13K
$797K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 1.28% |
$2.67K - $3.02K
|
3.78K
$231K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-50- 1.13% |
$2.73K - $3.08K
|
4.37K
$267K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-63- 0.3% |
$3.43K - $3.88K
|
20.7K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 1.41% |
$4.14K - $4.68K
|
5.31K
$325K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-96- 1.18% |
$5.23K - $5.91K
|
8.05K
$492K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-106- 76.26% |
$5.78K - $6.53K
|
33
$2.02K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-130- 1.42% |
$7.09K - $8.01K
|
9K
$550K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-150- 2.37% |
$8.18K - $9.24K
|
6.19K
$378K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-158- 1.45% |
$8.61K - $9.73K
|
10.7K
$656K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-160- 1.94% |
$8.72K - $9.85K
|
8.11K
$495K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-166- 1.09% |
$9.05K - $10.2K
|
15.1K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-176- 1.71% |
$9.59K - $10.8K
|
10.1K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 2.08% |
$9.7K - $11K
|
8.4K
$513K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-234- 3.12% |
$12.8K - $14.4K
|
7.27K
$444K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-250- 4.8% |
$13.6K - $15.4K
|
4.96K
$303K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-267- 4.56% |
$14.6K - $16.4K
|
5.59K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-273- 1.28% |
$14.9K - $16.8K
|
21K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 3.78% |
$15.6K - $17.7K
|
7.31K
$447K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-290- 4.86% |
$15.8K - $17.9K
|
5.68K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-297- 4.89% |
$16.2K - $18.3K
|
5.77K
$353K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-320- 0.64% |
$17.4K - $19.7K
|
49.3K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 2.06% |
$17.6K - $19.8K
|
15.3K
$934K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-322- 3.68% |
$17.6K - $19.8K
|
8.43K
$515K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-455- 2.11% |
$24.8K - $28K
|
21.1K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-457- 2.31% |
$24.9K - $28.1K
|
19.3K
$1.18M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-527- 6.46% |
$28.7K - $32.5K
|
7.63K
$466K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-528- 7.87% |
$28.8K - $32.5K
|
6.18K
$378K
|