Purchases and Sales Made in Q4 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.09% |
$87.5 - $103
|
2.2K
$130K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4- 0.07% |
$175 - $206
|
5.74K
$340K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-16- 94.12% |
$700 - $824
|
1
$59.2
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-19- 0.06% |
$831 - $978
|
31.2K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 0.69% |
$1.09K - $1.29K
|
3.61K
$213K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-51- 0.92% |
$2.23K - $2.63K
|
5.47K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-74- 1.1% |
$3.24K - $3.81K
|
6.67K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-101- 1.93% |
$4.42K - $5.2K
|
5.12K
$303K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-174- 0.99% |
$7.61K - $8.96K
|
17.4K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-175- 1.32% |
$7.66K - $9.01K
|
13.1K
$773K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 50.92% |
$8.49K - $9.99K
|
187
$11.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-250- 1.98% |
$10.9K - $12.9K
|
12.4K
$731K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-402- 6.39% |
$17.6K - $20.7K
|
5.89K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-412- 6.57% |
$18K - $21.2K
|
5.86K
$346K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-448- 9.41% |
$19.6K - $23.1K
|
4.31K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-463- 2.09% |
$20.3K - $23.8K
|
21.7K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-465- 4.88% |
$20.3K - $23.9K
|
9.06K
$536K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-479- 57.3% |
$21K - $24.7K
|
357
$21.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-488- 7.13% |
$21.4K - $25.1K
|
6.36K
$376K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-508- 99.8% |
$22.2K - $26.2K
|
1
$59.2
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-517- 0.6% |
$22.6K - $26.6K
|
85.1K
$5.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-540- 3.48% |
$23.6K - $27.8K
|
15K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-548- 3.54% |
$24K - $28.2K
|
14.9K
$884K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-587- 0.58% |
$25.7K - $30.2K
|
101K
$5.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-628- 10.33% |
$27.5K - $32.3K
|
5.45K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-728- 3.28% |
$31.9K - $37.5K
|
21.5K
$1.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-774- 14.81% |
$33.9K - $39.8K
|
4.45K
$263K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-842- 8.58% |
$36.8K - $43.3K
|
8.97K
$531K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-974- 16.91% |
$42.6K - $50.1K
|
4.79K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.02K- 9.1% |
$44.8K - $52.7K
|
10.2K
$605K
|
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.12K- 1.81% |
$48.8K - $57.4K
|
60.5K
$3.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.13K- 4.24% |
$49.2K - $57.9K
|
25.4K
$1.5M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
SELL
|
- |
-1.21K- 2.77% |
$52.8K - $62.1K
|
42.4K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.33K- 10.78% |
$58.2K - $68.5K
|
11K
$652K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.71K- 2.77% |
$74.9K - $88.1K
|
60K
$3.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-2.06K- 4.56% |
$90.1K - $106K
|
43.1K
$2.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.1K- 15.04% |
$91.7K - $108K
|
11.8K
$700K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.31K- 27.65% |
$101K - $119K
|
6.05K
$358K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-2.54K- 7.71% |
$111K - $131K
|
30.4K
$1.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.76K- 29.55% |
$121K - $142K
|
6.57K
$389K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.77K- 17.09% |
$121K - $143K
|
13.4K
$796K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.11K- 38.39% |
$136K - $160K
|
5K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.22K- 90.33% |
$141K - $166K
|
345
$20.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.33K- 2.79% |
$146K - $171K
|
116K
$6.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.42K- 26.95% |
$149K - $176K
|
9.26K
$548K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3.78K- 43.34% |
$165K - $194K
|
4.94K
$292K
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
SELL
|
- |
-4.05K- 32.53% |
$177K - $208K
|
8.4K
$497K
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.27K- 6.09% |
$187K - $220K
|
65.8K
$3.89M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.42K- 50.61% |
$193K - $227K
|
4.31K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.86K- 22.27% |
$213K - $250K
|
17K
$1M
|