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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
3.85K+ 129.21% |
$226K - $244K
|
6.83K
$417K
|
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.55K+ 19.01% |
$208K - $226K
|
22.2K
$1.36M
|
|
|
Jul 16, 2021
Q2 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.49K+ 27.31% |
$205K - $222K
|
16.3K
$994K
|
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.43KNew |
$201K - $218K
|
3.43K
$210K
|
|
|
Aug 12, 2021
Q2 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.24KNew |
$190K - $205K
|
3.24K
$198K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.84K+ 1.97% |
$166K - $180K
|
147K
$8.98M
|
|
|
Aug 02, 2021
Q2 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.58K+ 21.57% |
$152K - $164K
|
14.6K
$889K
|
|
|
Aug 12, 2021
Q2 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.45K+ 21.75% |
$144K - $156K
|
13.7K
$838K
|
|
|
Aug 02, 2021
Q2 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.42K+ 28.03% |
$142K - $153K
|
11K
$674K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.26K+ 1.35% |
$133K - $144K
|
170K
$10.4M
|
|
|
Jul 29, 2021
Q2 2021
|
Banco Santander, S.A.
|
BUY
|
- |
2.14K+ 3.7% |
$125K - $136K
|
59.9K
$3.66M
|
|
|
Aug 04, 2021
Q2 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.11K+ 7.15% |
$124K - $134K
|
31.7K
$1.93M
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.07K+ 34.03% |
$121K - $131K
|
8.15K
$498K
|
|
|
Aug 05, 2021
Q2 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
1.81K+ 21.38% |
$106K - $115K
|
10.3K
$629K
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.8K+ 13.14% |
$106K - $114K
|
15.5K
$947K
|
|
|
Aug 16, 2021
Q2 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.71K+ 26.74% |
$100K - $109K
|
8.12K
$496K
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.61K+ 44.12% |
$94.6K - $102K
|
5.27K
$322K
|
|
|
Jul 28, 2022
Q2 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.39K+ 9.37% |
$81.6K - $88.3K
|
16.2K
$992K
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.35K+ 840.99% |
$79.5K - $86K
|
1.52K
$92.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
1.15KNew |
$67.5K - $73.1K
|
1.15K
$70.3K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.1K+ 17.42% |
$64.4K - $69.7K
|
7.4K
$452K
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
870+ 22.81% |
$51.1K - $55.3K
|
4.68K
$286K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
868+ 2.09% |
$50.9K - $55.1K
|
42.4K
$2.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
708+ 15.41% |
$41.5K - $45K
|
5.3K
$324K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
636New |
$37.3K - $40.4K
|
636
$38.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
618New |
$36.3K - $39.2K
|
618
$37.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
598New |
$35.1K - $38K
|
598
$36.5K
|
|
|
Aug 13, 2024
Q2 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
501+ 2.66% |
$29.4K - $31.8K
|
19.4K
$1.18M
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
491+ 4.06% |
$28.8K - $31.2K
|
12.6K
$769K
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
488+ 4.33% |
$28.6K - $31K
|
11.8K
$718K
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
417+ 6.74% |
$24.5K - $26.5K
|
6.61K
$404K
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
414+ 9.78% |
$24.3K - $26.3K
|
4.65K
$284K
|
|
|
Jul 27, 2021
Q2 2021
|
Ade, LLC
|
BUY
|
- |
353New |
$20.7K - $22.4K
|
353
$21.6K
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
291+ 1.25% |
$17.1K - $18.5K
|
23.6K
$1.44M
|
|
|
Jul 30, 2021
Q2 2021
|
Redw Wealth LLC
|
BUY
|
- |
289+ 0.48% |
$17K - $18.4K
|
60.9K
$3.72M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
266+ 2.04% |
$15.6K - $16.9K
|
13.3K
$812K
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
254+ 2.24% |
$14.9K - $16.1K
|
11.6K
$709K
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
218+ 1.92% |
$12.8K - $13.8K
|
11.6K
$707K
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
209+ 0.17% |
$12.3K - $13.3K
|
120K
$7.33M
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
204+ 0.49% |
$12K - $13K
|
41.5K
$2.54M
|
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
195+ 1.85% |
$11.4K - $12.4K
|
10.8K
$657K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
139+ 1.96% |
$8.16K - $8.83K
|
7.22K
$441K
|
|
|
Aug 10, 2021
Q2 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 2.17% |
$6.45K - $6.99K
|
5.18K
$316K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
102+ 0.63% |
$5.99K - $6.48K
|
16.4K
$1M
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
95+ 3.26% |
$5.57K - $6.03K
|
3.01K
$184K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78+ 2.3% |
$4.58K - $4.95K
|
3.46K
$212K
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
68+ 1.84% |
$3.99K - $4.32K
|
3.77K
$230K
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
67+ 1.76% |
$3.93K - $4.26K
|
3.87K
$236K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
63+ 6.08% |
$3.7K - $4K
|
1.1K
$67.2K
|
|
|
Jul 26, 2021
Q2 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
63+ 1.63% |
$3.7K - $4K
|
3.93K
$240K
|