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
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.44K- 12.59% |
$69.3K - $86.8K
|
9.98K
$590K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.44K- 16.61% |
$69.6K - $87.2K
|
7.25K
$429K
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.55K- 1.18% |
$74.7K - $93.7K
|
130K
$7.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.65K- 7.18% |
$79.3K - $99.4K
|
21.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.71K- 0.23% |
$82.2K - $103K
|
732K
$43.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.71K- 11.12% |
$82.2K - $103K
|
13.6K
$806K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-1.74K- 1.76% |
$84K - $105K
|
97.4K
$5.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.78K- 50.01% |
$85.6K - $107K
|
1.77K
$105K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.81K- 1.54% |
$87.1K - $109K
|
116K
$6.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.97K- 10.51% |
$94.9K - $119K
|
16.8K
$991K
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.01K- 4.31% |
$96.9K - $121K
|
44.6K
$2.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.02K- 5.79% |
$97.2K - $122K
|
32.8K
$1.94M
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.05K- 33.03% |
$99K - $124K
|
4.16K
$246K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.15K- 40.63% |
$104K - $130K
|
3.14K
$186K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.23K- 4.86% |
$108K - $135K
|
43.7K
$2.58M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.27K- 14.4% |
$109K - $137K
|
13.5K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.84K- 19.99% |
$137K - $172K
|
11.4K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.4K- 8.72% |
$164K - $205K
|
35.6K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.49K- 2.64% |
$168K - $211K
|
129K
$7.61M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-3.59K- 14.46% |
$173K - $217K
|
21.2K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.6K- 33.74% |
$174K - $218K
|
7.07K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.62K- 13.86% |
$174K - $219K
|
22.5K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.79K- 2.66% |
$183K - $229K
|
139K
$8.21M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.92K- 13.76% |
$189K - $237K
|
24.6K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.17K- 5.35% |
$201K - $252K
|
73.7K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.52K- 3.76% |
$218K - $273K
|
116K
$6.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.56K- 50.22% |
$220K - $275K
|
4.52K
$267K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.23K- 94.58% |
$252K - $316K
|
300
$17.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.38K- 3.7% |
$452K - $567K
|
244K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 22.41% |
$693K - $868K
|
49.7K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 12.97% |
$741K - $929K
|
103K
$6.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25.6K- 10.1% |
$1.23M - $1.54M
|
227K
$13.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-26.3K- 67.78% |
$1.27M - $1.59M
|
12.5K
$739K
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-28.6K- 23.39% |
$1.38M - $1.73M
|
93.6K
$5.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-29.9K- 11.83% |
$1.44M - $1.81M
|
223K
$13.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-32.9K- 61.03% |
$1.59M - $1.99M
|
21K
$1.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.4K- 37.27% |
$1.61M - $2.02M
|
56.1K
$3.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-35.7K- 24.21% |
$1.72M - $2.16M
|
112K
$6.62M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-35.7K- 24.21% |
$1.72M - $2.16M
|
112K
$6.62M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-46.2K- 13.85% |
$2.23M - $2.79M
|
287K
$17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52.4K- 15.26% |
$2.53M - $3.17M
|
291K
$17.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-64.5K- 14.88% |
$3.11M - $3.9M
|
369K
$21.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-652K- 75.65% |
$31.4M - $39.4M
|
210K
$12.4M
|