Purchases and Sales Made in Q3 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
867+ 0.49% |
$38.6K - $47K
|
177K
$11.1M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
860+ 511.9% |
$38.3K - $46.7K
|
1.03K
$64.4K
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
726+ 2.82% |
$32.4K - $39.4K
|
26.5K
$1.66M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
674+ 6.01% |
$30K - $36.6K
|
11.9K
$744K
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
650+ 6.7% |
$29K - $35.3K
|
10.4K
$648K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
625+ 4.21% |
$27.9K - $33.9K
|
15.5K
$970K
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
581+ 4.33% |
$25.9K - $31.5K
|
14K
$877K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
557+ 6.21% |
$24.8K - $30.2K
|
9.52K
$596K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
542New |
$24.2K - $29.4K
|
542
$33.9K
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
474+ 1.54% |
$21.1K - $25.7K
|
31.2K
$1.95M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
455+ 4.34% |
$20.3K - $24.7K
|
10.9K
$685K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
400+ 8.3% |
$17.8K - $21.7K
|
5.22K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
390+ 0.32% |
$17.4K - $21.2K
|
124K
$7.75M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
377New |
$16.8K - $20.5K
|
377
$23.6K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
261New |
$11.6K - $14.2K
|
261
$16.3K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
229New |
$10.2K - $12.4K
|
229
$14.3K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
223+ 77.97% |
$9.94K - $12.1K
|
509
$31.9K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
222+ 4.61% |
$9.89K - $12K
|
5.04K
$315K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
205+ 4.08% |
$9.14K - $11.1K
|
5.23K
$327K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
195+ 2.94% |
$8.69K - $10.6K
|
6.83K
$427K
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
169+ 0.09% |
$7.53K - $9.17K
|
181K
$11.3M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
161New |
$7.18K - $8.73K
|
161
$10.1K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
152New |
$6.77K - $8.25K
|
152
$9.52K
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
111New |
$4.95K - $6.02K
|
111
$6.95K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
50+ 0.41% |
$2.23K - $2.71K
|
12.3K
$773K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
33+ 0.72% |
$1.47K - $1.79K
|
4.6K
$288K
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
24+ 0.19% |
$1.07K - $1.3K
|
12.6K
$789K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
24New |
$1.07K - $1.3K
|
24
$1.5K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
17New |
$758 - $922
|
17
$1.06K
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
6New |
$267 - $326
|
6
$376
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4+ 0.07% |
$178 - $217
|
5.74K
$360K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1- 0.01% |
$44.6 - $54.3
|
6.83K
$428K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1- 0.02% |
$44.6 - $54.3
|
4.89K
$306K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$134 - $163
|
4.91K
$307K
|
|
Oct 17, 2022
Q3 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-13- 0.16% |
$579 - $705
|
8.37K
$524K
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-21- 0.13% |
$936 - $1.14K
|
15.9K
$998K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-43- 0.28% |
$1.92K - $2.33K
|
15.5K
$970K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50- 3.29% |
$2.23K - $2.71K
|
1.47K
$92.1K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-51- 0.31% |
$2.27K - $2.77K
|
16.6K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-109- 3.76% |
$4.86K - $5.91K
|
2.79K
$175K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-152- 2.57% |
$6.77K - $8.25K
|
5.76K
$361K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-157- 1.85% |
$7K - $8.52K
|
8.32K
$521K
|
|
Oct 21, 2022
Q3 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.83% |
$8.91K - $10.9K
|
10.7K
$673K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-221- 5.74% |
$9.85K - $12K
|
3.63K
$227K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-240- 1.23% |
$10.7K - $13K
|
19.2K
$1.2M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-244- 0.21% |
$10.9K - $13.2K
|
118K
$7.42M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-264- 3.71% |
$11.8K - $14.3K
|
6.85K
$429K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-278- 2.06% |
$12.4K - $15.1K
|
13.2K
$829K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-280- 0.28% |
$12.5K - $15.2K
|
101K
$6.33M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-326- 8.37% |
$14.5K - $17.7K
|
3.57K
$223K
|