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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-538- 3.24% |
$29.3K - $33.1K
|
16.1K
$983K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-623- 9.59% |
$34K - $38.4K
|
5.87K
$359K
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-654- 6.08% |
$35.6K - $40.3K
|
10.1K
$617K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-666- 5.48% |
$36.3K - $41K
|
11.5K
$701K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-709- 36.12% |
$38.6K - $43.7K
|
1.25K
$76.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-725- 2.27% |
$39.5K - $44.7K
|
31.2K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-736- 1.5% |
$40.1K - $45.3K
|
48.4K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-764- 7.13% |
$41.6K - $47.1K
|
9.94K
$608K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-800- 83.95% |
$43.6K - $49.3K
|
153
$9.35K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-815- 9.16% |
$44.4K - $50.2K
|
8.08K
$494K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-827- 9.78% |
$45.1K - $50.9K
|
7.63K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-842- 1.57% |
$45.9K - $51.9K
|
52.9K
$3.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-880- 4.76% |
$48K - $54.2K
|
17.6K
$1.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-904- 6.85% |
$49.3K - $55.7K
|
12.3K
$751K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-913- 11.51% |
$49.8K - $56.2K
|
7.02K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-964- 15.55% |
$52.5K - $59.4K
|
5.23K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-967- 8.0% |
$52.7K - $59.6K
|
11.1K
$679K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-977- 5.0% |
$53.3K - $60.2K
|
18.6K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.04K- 4.61% |
$56.5K - $63.9K
|
21.5K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.06K- 0.56% |
$57.9K - $65.4K
|
189K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11K- 0.33% |
$60.7K - $68.5K
|
332K
$20.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.17K- 3.13% |
$63.6K - $71.8K
|
36.1K
$2.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 9.35% |
$68.5K - $77.4K
|
12.2K
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.29K- 13.38% |
$70.5K - $79.6K
|
8.37K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.44K- 1.17% |
$78.7K - $88.9K
|
122K
$7.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.5K- 12.23% |
$81.7K - $92.3K
|
10.8K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 5.59% |
$92.7K - $105K
|
28.7K
$1.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.98K- 8.49% |
$108K - $122K
|
21.3K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 4.95% |
$121K - $136K
|
42.5K
$2.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.21K- 31.82% |
$121K - $136K
|
4.74K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.34K- 11.33% |
$127K - $144K
|
18.3K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.65K- 3.21% |
$144K - $163K
|
79.9K
$4.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.84K- 93.22% |
$155K - $175K
|
207
$12.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.95K- 21.67% |
$161K - $182K
|
10.7K
$651K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 41.67% |
$161K - $182K
|
4.13K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.6K- 33.74% |
$196K - $222K
|
7.07K
$432K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-3.9K- 29.26% |
$212K - $240K
|
9.42K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.51K- 51.46% |
$246K - $278K
|
4.25K
$260K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.98K- 29.86% |
$271K - $307K
|
11.7K
$714K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.14K- 3.09% |
$280K - $317K
|
161K
$9.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.91K- 4.55% |
$322K - $364K
|
124K
$7.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.9K- 27.18% |
$597K - $674K
|
29.3K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-11.2K- 25.91% |
$612K - $691K
|
32.1K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 22.65% |
$636K - $719K
|
39.8K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 7.7% |
$746K - $842K
|
164K
$10M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-14.3K- 80.56% |
$778K - $879K
|
3.45K
$210K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.7K- 11.1% |
$800K - $904K
|
117K
$7.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-15.5K- 28.68% |
$846K - $956K
|
38.6K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.6K- 24.66% |
$852K - $963K
|
47.8K
$2.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-18.7K- 50.32% |
$1.02M - $1.15M
|
18.5K
$1.13M
|