Purchases and Sales Made in Q4 2023 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 43.1% |
$87.6K - $110K
|
6.04K
$357K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.78K+ 7.57% |
$85.8K - $108K
|
25.3K
$1.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.63K+ 10.2% |
$78.6K - $98.5K
|
17.6K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.57K+ 1.03% |
$75.8K - $95K
|
155K
$9.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.54K+ 8.68% |
$74.1K - $92.9K
|
19.3K
$1.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.33K+ 1.6% |
$64K - $80.2K
|
84.1K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.31K+ 16.45% |
$63.3K - $79.3K
|
9.29K
$550K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.25KNew |
$60.4K - $75.7K
|
1.25K
$74.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.25K+ 13.79% |
$60K - $75.2K
|
10.3K
$608K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 1.81% |
$57.9K - $72.6K
|
67.6K
$4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 1.8% |
$57.5K - $72.1K
|
67.5K
$4M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.11K+ 24.07% |
$53.6K - $67.2K
|
5.73K
$339K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.05K+ 1.23% |
$50.5K - $63.3K
|
86.3K
$5.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
942New |
$45.4K - $56.9K
|
942
$55.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
915New |
$44.1K - $55.3K
|
915
$54.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
841+ 19.66% |
$40.5K - $50.8K
|
5.12K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
667New |
$32.2K - $40.3K
|
667
$39.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
535New |
$25.8K - $32.3K
|
535
$31.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
366New |
$17.6K - $22.1K
|
366
$21.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
295+ 5.4% |
$14.2K - $17.8K
|
5.76K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
290+ 4.07% |
$14K - $17.5K
|
7.42K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
267+ 6.59% |
$12.9K - $16.1K
|
4.32K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
225New |
$10.8K - $13.6K
|
225
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
225New |
$10.8K - $13.6K
|
225
$13.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$9.64K - $12.1K
|
200
$11.8K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
199+ 0.06% |
$9.59K - $12K
|
340K
$20.1M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
176+ 20.0% |
$8.48K - $10.6K
|
1.06K
$62.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
161+ 0.97% |
$7.76K - $9.73K
|
16.8K
$993K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
158New |
$7.62K - $9.55K
|
158
$9.35K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$4.82K - $6.04K
|
100
$5.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
72+ 1.15% |
$3.47K - $4.35K
|
6.32K
$374K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
69+ 71.13% |
$3.33K - $4.17K
|
166
$9.82K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
69+ 1.29% |
$3.33K - $4.17K
|
5.43K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66+ 0.31% |
$3.18K - $3.99K
|
21.5K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
66New |
$3.18K - $3.99K
|
66
$3.91K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65+ 1.53% |
$3.13K - $3.93K
|
4.32K
$256K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41New |
$1.98K - $2.48K
|
41
$2.43K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
30New |
$1.45K - $1.81K
|
30
$1.78K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
30+ 0.06% |
$1.45K - $1.81K
|
51.5K
$3.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
24+ 0.51% |
$1.16K - $1.45K
|
4.76K
$282K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19+ 0.19% |
$916 - $1.15K
|
9.86K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
18+ 0.18% |
$868 - $1.09K
|
10.3K
$607K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
12+ 100.0% |
$579 - $725
|
24
$1.42K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 0.14% |
$386 - $483
|
5.69K
$337K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.18% |
$193 - $242
|
2.27K
$134K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$96.4 - $121
|
15.4K
$913K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-8- 18.6% |
$386 - $483
|
35
$2.07K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-19- 0.33% |
$916 - $1.15K
|
5.72K
$339K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-25- 0.09% |
$1.21K - $1.51K
|
27.4K
$1.62M
|