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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.13KClosed |
$167K - $208K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19KClosed |
$170K - $212K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.24KClosed |
$173K - $215K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.39KClosed |
$181K - $225K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.41KClosed |
$182K - $227K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.46KClosed |
$185K - $230K
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.58K- 20.35% |
$191K - $238K
|
14K
$857K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.01K- 14.39% |
$214K - $266K
|
23.9K
$1.46M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.59KClosed |
$245K - $305K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.98KClosed |
$266K - $331K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.19KClosed |
$277K - $344K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.2KClosed |
$278K - $346K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.24KClosed |
$279K - $348K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-5.39K- 12.38% |
$288K - $358K
|
38.2K
$2.33M
|
|
|
Apr 22, 2022
Q1 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-5.97K- 34.59% |
$318K - $396K
|
11.3K
$689K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.2K- 22.23% |
$330K - $412K
|
21.7K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.43K- 2.97% |
$343K - $427K
|
210K
$12.9M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.8K- 3.27% |
$363K - $452K
|
201K
$12.3M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-8.86K- 17.25% |
$473K - $589K
|
42.5K
$2.6M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.16KClosed |
$489K - $608K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-9.21K- 37.03% |
$491K - $612K
|
15.7K
$957K
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
SELL
|
- |
-9.36K- 13.57% |
$499K - $622K
|
59.6K
$3.64M
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-9.62K- 36.58% |
$513K - $639K
|
16.7K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-11.4K- 10.9% |
$606K - $754K
|
92.8K
$5.67M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12KClosed |
$640K - $797K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-12.5K- 69.54% |
$667K - $831K
|
5.48K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-12.6K- 29.46% |
$672K - $837K
|
30.2K
$1.84M
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-12.6K- 36.44% |
$674K - $839K
|
22K
$1.35M
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15.2KClosed |
$812K - $1.01M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.2KClosed |
$918K - $1.14M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-17.4K- 14.74% |
$929K - $1.16M
|
101K
$6.15M
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-18KClosed |
$957K - $1.19M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 4.52% |
$990K - $1.23M
|
392K
$24M
|
|
|
May 02, 2022
Q1 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-21.1K- 33.71% |
$1.12M - $1.4M
|
41.4K
$2.53M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.5K- 2.15% |
$1.15M - $1.43M
|
981K
$59.9M
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-22.5KClosed |
$1.2M - $1.49M
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25.4K- 75.02% |
$1.35M - $1.68M
|
8.45K
$516K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-28K- 51.61% |
$1.49M - $1.86M
|
26.3K
$1.6M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.5K- 50.29% |
$1.63M - $2.03M
|
30.2K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.2K- 5.13% |
$1.72M - $2.14M
|
596K
$36.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.8K- 8.49% |
$2.02M - $2.51M
|
408K
$24.9M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41.6K- 32.23% |
$2.22M - $2.77M
|
87.6K
$5.35M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-41.6KClosed |
$2.22M - $2.77M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-44.6K- 8.93% |
$2.38M - $2.96M
|
455K
$27.8M
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-48.2K- 6.46% |
$2.57M - $3.2M
|
698K
$42.6M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-53K- 34.04% |
$2.83M - $3.52M
|
103K
$6.28M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-59.6K- 37.11% |
$3.18M - $3.96M
|
101K
$6.18M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82.2KClosed |
$4.38M - $5.46M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-85.2K- 71.14% |
$4.54M - $5.66M
|
34.6K
$2.11M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-93.4K- 29.44% |
$4.98M - $6.2M
|
224K
$13.7M
|