Purchases and Sales Made in Q2 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-145- 1.12% |
$6.66K - $8.72K
|
12.8K
$785K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-146Closed |
$6.7K - $8.78K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-195- 2.31% |
$8.95K - $11.7K
|
8.25K
$504K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-197- 1.99% |
$9.04K - $11.9K
|
9.73K
$594K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-201- 0.55% |
$9.23K - $12.1K
|
36K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-221- 2.17% |
$10.1K - $13.3K
|
9.97K
$609K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-227- 3.22% |
$10.4K - $13.7K
|
6.83K
$417K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-229Closed |
$10.5K - $13.8K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-262- 2.28% |
$12K - $15.8K
|
11.2K
$687K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-298- 12.07% |
$13.7K - $17.9K
|
2.17K
$133K
|
|
Jul 15, 2022
Q2 2022
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-300- 2.67% |
$13.8K - $18.1K
|
10.9K
$669K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-311- 4.19% |
$14.3K - $18.7K
|
7.11K
$435K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-362- 0.97% |
$16.6K - $21.8K
|
37K
$2.26M
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-365- 31.25% |
$16.8K - $22K
|
803
$49.1K
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-368- 0.84% |
$16.9K - $22.1K
|
43.6K
$2.66M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-380- 6.34% |
$17.4K - $22.9K
|
5.61K
$343K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-413Closed |
$19K - $24.9K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-420Closed |
$19.3K - $25.3K
|
0
$0
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-444- 4.97% |
$20.4K - $26.7K
|
8.48K
$518K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-445- 10.26% |
$20.4K - $26.8K
|
3.89K
$238K
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500Closed |
$23K - $30.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 9.74% |
$23K - $30.1K
|
4.64K
$283K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-645- 7.6% |
$29.6K - $38.8K
|
7.84K
$479K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-669- 1.51% |
$30.7K - $40.3K
|
43.5K
$2.66M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-735- 6.32% |
$33.7K - $44.2K
|
10.9K
$666K
|
|
Jul 22, 2022
Q2 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-744- 6.59% |
$34.2K - $44.8K
|
10.5K
$644K
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-835Closed |
$38.3K - $50.2K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-950Closed |
$43.6K - $57.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-966- 0.94% |
$44.3K - $58.1K
|
102K
$6.22M
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.01K- 4.02% |
$46.3K - $60.7K
|
24.1K
$1.47M
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.1KClosed |
$50.5K - $66.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.34K- 7.41% |
$61.3K - $80.3K
|
16.7K
$1.02M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1.36K- 5.01% |
$62.4K - $81.8K
|
25.8K
$1.58M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.51KClosed |
$69.4K - $91K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.54K- 9.37% |
$70.5K - $92.4K
|
14.9K
$908K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.6K- 3.37% |
$73.6K - $96.5K
|
45.9K
$2.8M
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-1.66K- 10.94% |
$76.2K - $99.9K
|
13.5K
$826K
|
|
Jul 28, 2022
Q2 2022
|
Monumental Financial Group Inc.
|
SELL
|
- |
-1.85KClosed |
$85.1K - $111K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.95K- 1.9% |
$89.5K - $117K
|
101K
$6.16M
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.05K- 7.74% |
$94.2K - $123K
|
24.5K
$1.49M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.32K- 19.64% |
$107K - $140K
|
9.51K
$581K
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-2.49KClosed |
$114K - $150K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 6.66% |
$118K - $155K
|
36K
$2.2M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-2.6K- 17.26% |
$119K - $156K
|
12.4K
$760K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.78K- 22.24% |
$127K - $167K
|
9.7K
$593K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.81K- 44.92% |
$129K - $169K
|
3.45K
$211K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.95K- 40.76% |
$136K - $178K
|
4.29K
$262K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.02K- 13.93% |
$139K - $182K
|
18.7K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.39KClosed |
$156K - $204K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.41K- 12.27% |
$156K - $205K
|
24.3K
$1.49M
|