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 |
---|---|---|---|---|---|---|---|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
56+ 11.45% |
$3.29K - $3.56K
|
545
$33.3K
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
52+ 0.65% |
$3.05K - $3.3K
|
8.07K
$493K
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39+ 0.85% |
$2.29K - $2.48K
|
4.61K
$282K
|
|
Jul 14, 2021
Q2 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
31+ 0.12% |
$1.82K - $1.97K
|
26.1K
$1.59M
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24+ 0.49% |
$1.41K - $1.52K
|
4.91K
$300K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23+ 0.28% |
$1.35K - $1.46K
|
8.22K
$502K
|
|
Aug 12, 2021
Q2 2021
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
19+ 0.02% |
$1.11K - $1.21K
|
108K
$6.59M
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$763 - $826
|
5K
$306K
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
10+ 0.03% |
$587 - $635
|
31.4K
$1.92M
|
|
Aug 05, 2021
Q2 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
7+ 0.09% |
$411 - $445
|
8.22K
$502K
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
3+ 0.49% |
$176 - $191
|
611
$37.3K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.46% |
$176 - $191
|
651
$39.8K
|
|
Aug 05, 2021
Q2 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
2+ 0.48% |
$117 - $127
|
418
$25.5K
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$58.7 - $63.5
|
2.89K
$177K
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.99% |
$58.7 - $63.5
|
102
$6.23K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.6% |
$58.7 - $63.5
|
167
$10.2K
|
|
Aug 06, 2021
Q2 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.03% |
$58.7 - $63.5
|
3.56K
$217K
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$58.7 - $63.5
|
1.12K
$68.4K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-32- 0.65% |
$1.88K - $2.03K
|
4.88K
$298K
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-39Closed |
$2.29K - $2.48K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-40Closed |
$2.35K - $2.54K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 1.2% |
$4.4K - $4.76K
|
6.17K
$377K
|
|
Jul 13, 2021
Q2 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-90- 1.83% |
$5.28K - $5.72K
|
4.82K
$295K
|
|
Aug 13, 2021
Q2 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-114- 3.07% |
$6.69K - $7.24K
|
3.6K
$220K
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-116- 0.38% |
$6.81K - $7.37K
|
30.1K
$1.84M
|
|
Aug 13, 2021
Q2 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-130- 2.53% |
$7.63K - $8.26K
|
5K
$306K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-132- 14.46% |
$7.75K - $8.38K
|
781
$47.7K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-139- 4.03% |
$8.16K - $8.83K
|
3.31K
$202K
|
|
Aug 12, 2021
Q2 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-174Closed |
$10.2K - $11.1K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-178- 1.91% |
$10.4K - $11.3K
|
9.16K
$560K
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-209- 2.02% |
$12.3K - $13.3K
|
10.1K
$619K
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-247- 0.95% |
$14.5K - $15.7K
|
25.8K
$1.57M
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-284Closed |
$16.7K - $18K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-328- 4.87% |
$19.2K - $20.8K
|
6.41K
$392K
|
|
Jul 29, 2021
Q2 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-345- 2.23% |
$20.2K - $21.9K
|
15.1K
$922K
|
|
Jul 14, 2021
Q2 2021
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-434- 3.27% |
$25.5K - $27.6K
|
12.8K
$784K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-448- 2.12% |
$26.3K - $28.5K
|
20.7K
$1.26M
|
|
Aug 09, 2021
Q2 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-635- 1.74% |
$37.3K - $40.3K
|
35.9K
$2.19M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-665- 2.29% |
$39K - $42.2K
|
28.3K
$1.73M
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-711- 11.48% |
$41.7K - $45.2K
|
5.48K
$335K
|
|
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-810Closed |
$47.5K - $51.4K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-873- 17.32% |
$51.2K - $55.4K
|
4.17K
$255K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.06KClosed |
$61.9K - $67K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.07K- 13.33% |
$62.6K - $67.7K
|
6.93K
$423K
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.11K- 0.17% |
$65K - $70.4K
|
667K
$40.8M
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.18K- 6.2% |
$68.9K - $74.6K
|
17.8K
$1.09M
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.18K- 6.2% |
$68.9K - $74.6K
|
17.8K
$1.09M
|
|
Aug 11, 2021
Q2 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.33K- 21.38% |
$78.2K - $84.7K
|
4.9K
$299K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$78.5K - $84.9K
|
0
$0
|