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 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
595+ 5.45% |
$36.7K - $40K
|
11.5K
$704K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
594+ 4.64% |
$36.7K - $40K
|
13.4K
$818K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
515New |
$31.8K - $34.7K
|
515
$31.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
480+ 1.84% |
$29.6K - $32.3K
|
26.6K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
419+ 10.72% |
$25.9K - $28.2K
|
4.33K
$264K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
415+ 8.6% |
$25.6K - $27.9K
|
5.24K
$320K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
400New |
$24.7K - $26.9K
|
400
$24.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
399+ 10.16% |
$24.6K - $26.8K
|
4.33K
$264K
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
396+ 4.89% |
$24.5K - $26.6K
|
8.49K
$519K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
382+ 7.76% |
$23.6K - $25.7K
|
5.3K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
373+ 106.57% |
$23K - $25.1K
|
723
$44.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
354+ 4.23% |
$21.9K - $23.8K
|
8.73K
$533K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
265+ 5.62% |
$16.4K - $17.8K
|
4.98K
$304K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
259New |
$16K - $17.4K
|
259
$15.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
249New |
$15.4K - $16.8K
|
249
$15.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
229+ 3.96% |
$14.1K - $15.4K
|
6.02K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
220+ 2.61% |
$13.6K - $14.8K
|
8.64K
$528K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
196+ 3.89% |
$12.1K - $13.2K
|
5.24K
$320K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
192New |
$11.9K - $12.9K
|
192
$11.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
185+ 21.39% |
$11.4K - $12.4K
|
1.05K
$64.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
180+ 15.19% |
$11.1K - $12.1K
|
1.37K
$83.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
176+ 3.99% |
$10.9K - $11.8K
|
4.59K
$280K
|
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
161+ 1.25% |
$9.94K - $10.8K
|
13K
$794K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
159+ 2.2% |
$9.82K - $10.7K
|
7.37K
$450K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
153+ 0.26% |
$9.45K - $10.3K
|
59.3K
$3.62M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
149+ 2.13% |
$9.2K - $10K
|
7.15K
$437K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140New |
$8.65K - $9.42K
|
140
$8.55K
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
136New |
$8.4K - $9.15K
|
136
$8.31K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
132New |
$8.15K - $8.88K
|
132
$8.07K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
126New |
$7.78K - $8.48K
|
126
$7.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
84+ 2.24% |
$5.19K - $5.65K
|
3.83K
$234K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
82+ 0.3% |
$5.06K - $5.52K
|
27.6K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
79New |
$4.88K - $5.32K
|
79
$4.83K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
57+ 1.74% |
$3.52K - $3.84K
|
3.33K
$203K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 1.21% |
$3.46K - $3.77K
|
4.7K
$287K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55+ 0.76% |
$3.4K - $3.7K
|
7.27K
$444K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
50New |
$3.09K - $3.36K
|
50
$3.06K
|
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
45+ 0.3% |
$2.78K - $3.03K
|
15.2K
$930K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 6.36% |
$2.1K - $2.29K
|
569
$34.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
26New |
$1.61K - $1.75K
|
26
$1.59K
|
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
13+ 0.26% |
$803 - $875
|
5.02K
$307K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 0.05% |
$618 - $673
|
19.6K
$1.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
7+ 0.15% |
$432 - $471
|
4.62K
$283K
|
|
|
Jan 28, 2022
Q4 2021
|
New Capital Management LP
|
BUY
|
- |
6+ 0.05% |
$371 - $404
|
11.3K
$691K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.11% |
$309 - $336
|
4.49K
$274K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$124 - $135
|
2.9K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$124 - $135
|
7.52K
$459K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$124 - $135
|
6.41K
$392K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
2+ 0.48% |
$124 - $135
|
420
$25.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$124 - $135
|
16.1K
$982K
|