Purchases and Sales Made in Q4 2021 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
8.69K+ 46.46% |
$536K - $584K
|
27.4K
$1.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.35KNew |
$516K - $562K
|
8.35K
$510K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.79K+ 12.49% |
$481K - $524K
|
70.1K
$4.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7.76K+ 149.13% |
$479K - $522K
|
13K
$792K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
7.6K+ 22.46% |
$469K - $512K
|
41.5K
$2.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
7.36K+ 11.93% |
$454K - $495K
|
69K
$4.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
7.31K+ 3.17% |
$451K - $492K
|
238K
$14.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6.16KNew |
$380K - $415K
|
6.16K
$376K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1K+ 103.36% |
$377K - $410K
|
12K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
5.28KNew |
$326K - $355K
|
5.28K
$323K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
5.16K+ 1.91% |
$319K - $347K
|
276K
$16.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.76K+ 3.17% |
$294K - $320K
|
155K
$9.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
4.35KNew |
$268K - $293K
|
4.35K
$266K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.14K+ 11.65% |
$255K - $278K
|
39.6K
$2.42M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
3.48K+ 26.4% |
$215K - $234K
|
16.6K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.39KNew |
$209K - $228K
|
3.39K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.13KNew |
$193K - $211K
|
3.13K
$191K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.08KNew |
$190K - $207K
|
3.08K
$188K
|
|
|
Jan 26, 2022
Q4 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.97K+ 8.73% |
$183K - $200K
|
37K
$2.26M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 68.53% |
$173K - $189K
|
6.89K
$421K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.61K+ 30.07% |
$161K - $176K
|
11.3K
$691K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.6K+ 8.32% |
$160K - $175K
|
33.8K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.35K+ 5.0% |
$145K - $158K
|
49.3K
$3.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 47.5% |
$140K - $152K
|
7.04K
$430K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.19K+ 33.05% |
$135K - $147K
|
8.8K
$538K
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.1K+ 2.88% |
$130K - $142K
|
75.1K
$4.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.83KNew |
$113K - $123K
|
1.83K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.81K+ 14.48% |
$112K - $122K
|
14.3K
$873K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.73K+ 5.03% |
$107K - $116K
|
36.1K
$2.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.69K+ 37.82% |
$105K - $114K
|
6.17K
$377K
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
1.67K+ 1.37% |
$103K - $112K
|
124K
$7.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.66K+ 10.19% |
$103K - $112K
|
18K
$1.1M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.66K+ 10.19% |
$103K - $112K
|
18K
$1.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.61K+ 14.23% |
$99.5K - $108K
|
12.9K
$791K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.6KNew |
$98.5K - $107K
|
1.6K
$97.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1.58K+ 6.69% |
$97.5K - $106K
|
25.2K
$1.54M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.51K+ 934.78% |
$92.9K - $101K
|
1.67K
$102K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.45K+ 12.13% |
$89.3K - $97.3K
|
13.4K
$817K
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.38K+ 3.33% |
$85K - $92.7K
|
42.8K
$2.61M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.33K+ 1.17% |
$82.4K - $89.8K
|
115K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.31K+ 13.98% |
$81K - $88.2K
|
10.7K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.3K+ 9.69% |
$80.2K - $87.3K
|
14.7K
$898K
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.13K+ 5.6% |
$69.8K - $76.1K
|
21.3K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1K+ 0.84% |
$62K - $67.6K
|
121K
$7.36M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
1KNew |
$61.8K - $67.3K
|
1K
$61.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
974New |
$60.1K - $65.5K
|
974
$59.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
869+ 6.32% |
$53.7K - $58.5K
|
14.6K
$893K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
803+ 2.64% |
$49.6K - $54K
|
31.2K
$1.91M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
744+ 4.25% |
$45.9K - $50.1K
|
18.2K
$1.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
680+ 18.89% |
$42K - $45.8K
|
4.28K
$261K
|