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 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.49K- 4.81% |
$87.3K - $94.5K
|
29.4K
$1.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.76K- 21.07% |
$103K - $112K
|
6.61K
$404K
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.46K- 26.41% |
$145K - $156K
|
6.86K
$419K
|
|
|
Jul 06, 2021
Q2 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.56KClosed |
$150K - $162K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.88K- 31.51% |
$169K - $183K
|
6.26K
$382K
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.45K- 72.36% |
$202K - $219K
|
1.32K
$80.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Asset Management Corp
|
SELL
|
- |
-3.55K- 7.68% |
$208K - $225K
|
42.6K
$2.6M
|
|
|
Aug 09, 2021
Q2 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-3.81K- 8.44% |
$224K - $242K
|
41.3K
$2.53M
|
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.61KClosed |
$270K - $293K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.5KClosed |
$323K - $349K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.89K- 3.31% |
$346K - $374K
|
172K
$10.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.54K- 16.8% |
$384K - $416K
|
32.4K
$1.98M
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.71K- 8.22% |
$452K - $490K
|
86.1K
$5.26M
|
|
|
Jul 26, 2021
Q2 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.91K- 4.7% |
$464K - $502K
|
160K
$9.8M
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.53KClosed |
$501K - $542K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9.71K- 98.42% |
$570K - $617K
|
156
$9.53K
|
|
|
Aug 06, 2021
Q2 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-13.1KClosed |
$768K - $831K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Coastline Trust CO
|
SELL
|
- |
-14.5K- 10.78% |
$852K - $922K
|
120K
$7.34M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.2K- 42.07% |
$889K - $962K
|
20.9K
$1.27M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-19.9K- 52.05% |
$1.17M - $1.26M
|
18.3K
$1.12M
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.5K- 5.18% |
$1.56M - $1.68M
|
486K
$29.7M
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-32K- 2.66% |
$1.88M - $2.03M
|
1.17M
$71.7M
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-37.7K- 61.62% |
$2.21M - $2.4M
|
23.5K
$1.44M
|
|
|
Jul 09, 2021
Q2 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-72.4K- 98.42% |
$4.25M - $4.6M
|
1.16K
$70.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-115K- 36.46% |
$6.75M - $7.31M
|
201K
$12.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-159K- 15.37% |
$9.31M - $10.1M
|
873K
$53.3M
|
|
|
Aug 12, 2021
Q2 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-170K- 95.07% |
$10M - $10.8M
|
8.83K
$539K
|
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-226KClosed |
$13.3M - $14.4M
|
0
$0
|