Purchases and Sales Made in Q2 2021 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.04MNew |
$61.3M - $66.4M
|
1.04M
$63.8M
|
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
849K+ 3.24% |
$49.8M - $53.9M
|
27.1M
$1.65B
|
|
|
Aug 13, 2021
Q2 2021
|
Destination Wealth Management
|
BUY
|
- |
509K+ 6343.19% |
$29.9M - $32.3M
|
517K
$31.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
158KNew |
$9.25M - $10M
|
158K
$9.63M
|
|
|
Aug 12, 2021
Q2 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
131K+ 18.19% |
$7.7M - $8.33M
|
852K
$52.1M
|
|
|
Jul 19, 2021
Q2 2021
|
Retirement Planning Group
|
BUY
|
- |
116K+ 7.81% |
$6.82M - $7.38M
|
1.6M
$98.1M
|
|
|
Jul 22, 2021
Q2 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
112KNew |
$6.56M - $7.1M
|
112K
$6.83M
|
|
|
Jul 23, 2021
Q2 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
107K+ 23.44% |
$6.27M - $6.79M
|
563K
$34.4M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
73.3K+ 30284.3% |
$4.3M - $4.65M
|
73.5K
$4.49M
|
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
66K+ 16.87% |
$3.87M - $4.19M
|
457K
$28M
|
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
64.6K+ 28.73% |
$3.79M - $4.1M
|
289K
$17.7M
|
|
|
Jul 28, 2021
Q2 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
57K+ 630.36% |
$3.34M - $3.62M
|
66K
$4.03M
|
|
|
Jul 14, 2021
Q2 2021
|
Brookstone Capital Management
|
BUY
|
- |
56.6K+ 39.63% |
$3.32M - $3.59M
|
199K
$12.2M
|
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
42.3K+ 156.19% |
$2.48M - $2.69M
|
69.4K
$4.24M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
39.4KNew |
$2.31M - $2.5M
|
39.4K
$2.4M
|
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
38.4KNew |
$2.25M - $2.44M
|
38.4K
$2.35M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
37.7K+ 30.4% |
$2.21M - $2.4M
|
162K
$9.89M
|
|
|
Aug 16, 2021
Q2 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
35.7KNew |
$2.1M - $2.27M
|
35.7K
$2.18M
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26.2K+ 7.64% |
$1.54M - $1.66M
|
369K
$22.5M
|
|
|
Jul 23, 2021
Q2 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
26.1K+ 63.08% |
$1.53M - $1.66M
|
67.4K
$4.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
21.6K+ 3.06% |
$1.27M - $1.37M
|
728K
$44.5M
|
|
|
Aug 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
20.5K+ 100.0% |
$1.2M - $1.3M
|
41K
$2.5M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
18.8K+ 4.01% |
$1.1M - $1.2M
|
489K
$29.9M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
17.8K+ 6225.17% |
$1.04M - $1.13M
|
18.1K
$1.11M
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
17.4K+ 15.27% |
$1.02M - $1.11M
|
131K
$8.03M
|
|
|
Aug 19, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17.1K+ 1481.41% |
$1M - $1.08M
|
18.2K
$1.11M
|
|
|
Sep 01, 2023
Q2 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
16.8K+ 6.71% |
$988K - $1.07M
|
268K
$16.4M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.4K+ 11.57% |
$965K - $1.04M
|
159K
$9.69M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 26.02% |
$780K - $844K
|
64.4K
$3.93M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.9K+ 305.89% |
$701K - $758K
|
15.8K
$968K
|
|
|
Aug 16, 2021
Q2 2021
|
United Bank
Vienna, VA |
BUY
|
- |
11.3KNew |
$660K - $714K
|
11.3K
$687K
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.8K+ 549.41% |
$633K - $685K
|
12.7K
$779K
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.71K+ 6225.0% |
$570K - $617K
|
9.87K
$603K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.32KNew |
$488K - $528K
|
8.32K
$508K
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.89K+ 56.45% |
$463K - $501K
|
21.9K
$1.34M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.74K+ 4.84% |
$454K - $491K
|
168K
$10.2M
|
|
|
Jul 27, 2021
Q2 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
7.42K+ 73.1% |
$436K - $471K
|
17.6K
$1.07M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.03K+ 1.98% |
$412K - $446K
|
361K
$22.1M
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
- |
6.27K+ 19.81% |
$368K - $398K
|
37.9K
$2.32M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.1KNew |
$358K - $387K
|
6.1K
$373K
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
5.8K+ 77.12% |
$340K - $368K
|
13.3K
$814K
|
|
|
Aug 11, 2021
Q2 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.78KNew |
$339K - $367K
|
5.78K
$353K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.66K+ 21.67% |
$332K - $359K
|
31.8K
$1.94M
|
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
4.87K+ 20.16% |
$285K - $309K
|
29K
$1.77M
|
|
|
Jul 20, 2021
Q2 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.7K+ 4.38% |
$276K - $298K
|
112K
$6.85M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.69KNew |
$275K - $298K
|
4.69K
$286K
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24K+ 13.78% |
$249K - $269K
|
35K
$2.14M
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.16K+ 6.4% |
$244K - $264K
|
69.1K
$4.22M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.16K+ 7.82% |
$244K - $264K
|
57.3K
$3.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.08K+ 185.62% |
$239K - $259K
|
6.28K
$384K
|