Purchases and Sales Made in Q1 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11+ 0.13% |
$587 - $731
|
8.65K
$528K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
10+ 2.71% |
$533 - $664
|
379
$23.2K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.02% |
$160 - $199
|
17.3K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7Closed |
$373 - $465
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-20- 0.25% |
$1.07K - $1.33K
|
8.09K
$494K
|
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-24- 0.21% |
$1.28K - $1.59K
|
11.3K
$689K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26Closed |
$1.39K - $1.73K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-44Closed |
$2.35K - $2.92K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-71- 1.51% |
$3.79K - $4.72K
|
4.62K
$283K
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-90- 1.26% |
$4.8K - $5.98K
|
7.06K
$431K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-126Closed |
$6.72K - $8.37K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-132Closed |
$7.04K - $8.77K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-135Closed |
$7.2K - $8.97K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-136Closed |
$7.25K - $9.03K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-153- 3.02% |
$8.16K - $10.2K
|
4.91K
$300K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-164- 1.12% |
$8.75K - $10.9K
|
14.5K
$888K
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-185- 0.94% |
$9.87K - $12.3K
|
19.5K
$1.19M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-264- 0.15% |
$14.1K - $17.5K
|
179K
$10.9M
|
|
|
Apr 12, 2022
Q1 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.6% |
$16K - $19.9K
|
11.2K
$687K
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-340- 7.57% |
$18.1K - $22.6K
|
4.15K
$254K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-350- 53.85% |
$18.7K - $23.2K
|
300
$18.3K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-350- 8.58% |
$18.7K - $23.2K
|
3.73K
$228K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-351- 48.55% |
$18.7K - $23.3K
|
372
$22.7K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-402- 88.94% |
$21.4K - $26.7K
|
50
$3.06K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-440- 5.97% |
$23.5K - $29.2K
|
6.93K
$423K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-529- 38.75% |
$28.2K - $35.1K
|
836
$51.1K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-552- 3.92% |
$29.4K - $36.7K
|
13.5K
$827K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-677- 1.78% |
$36.1K - $45K
|
37.4K
$2.29M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-692- 15.92% |
$36.9K - $46K
|
3.66K
$223K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-827- 6.17% |
$44.1K - $54.9K
|
12.6K
$768K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-831- 4.62% |
$44.3K - $55.2K
|
17.1K
$1.05M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-831- 4.62% |
$44.3K - $55.2K
|
17.1K
$1.05M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-935- 3.71% |
$49.9K - $62.1K
|
24.3K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-945- 17.89% |
$50.4K - $62.8K
|
4.34K
$265K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-974Closed |
$51.9K - $64.7K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1KClosed |
$53.3K - $66.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.01K- 7.81% |
$54K - $67.2K
|
11.9K
$730K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.03K- 83.37% |
$54.8K - $68.3K
|
205
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.08K- 2.73% |
$57.8K - $72K
|
38.6K
$2.36M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.46K- 4.03% |
$77.6K - $96.7K
|
34.6K
$2.12M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.56K- 25.27% |
$83K - $103K
|
4.6K
$281K
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-1.61K- 9.65% |
$85.6K - $107K
|
15K
$919K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.83KClosed |
$97.4K - $121K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.16K- 5.46% |
$115K - $143K
|
37.3K
$2.28M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.3K- 14.29% |
$122K - $153K
|
13.8K
$841K
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.33K- 17.99% |
$124K - $155K
|
10.6K
$649K
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.42K- 4.68% |
$129K - $161K
|
49.3K
$3.01M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.51K- 43.52% |
$134K - $166K
|
3.25K
$199K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.03K- 2.52% |
$162K - $201K
|
118K
$7.18M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.08KClosed |
$164K - $205K
|
0
$0
|