Purchases and Sales Made in Q1 2022 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.9M+ 5856.05% |
$743M - $926M
|
14.2M
$839M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.82M+ 6.55% |
$97.1M - $121M
|
29.6M
$1.75B
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
104K+ 11.1% |
$5.53M - $6.88M
|
1.04M
$61.4M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
72K+ 503.62% |
$3.84M - $4.78M
|
86.3K
$5.1M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
64K+ 96.98% |
$3.41M - $4.25M
|
130K
$7.69M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60.6KNew |
$3.23M - $4.03M
|
60.6K
$3.59M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.5KNew |
$2.86M - $3.56M
|
53.5K
$3.17M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
49K+ 193.27% |
$2.61M - $3.25M
|
74.3K
$4.4M
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
42.8K+ 34.19% |
$2.28M - $2.84M
|
168K
$9.93M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.4K+ 6.91% |
$1.41M - $1.75M
|
408K
$24.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
26.3K+ 18.06% |
$1.4M - $1.74M
|
172K
$10.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.6K+ 356.87% |
$1.31M - $1.63M
|
31.5K
$1.86M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 15.57% |
$1.14M - $1.42M
|
159K
$9.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.2K+ 11.66% |
$1.08M - $1.34M
|
193K
$11.4M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.9KNew |
$1.01M - $1.26M
|
18.9K
$1.12M
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
18.8K+ 25.06% |
$1M - $1.25M
|
93.9K
$5.55M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
15.2KNew |
$809K - $1.01M
|
15.2K
$898K
|
|
|
Jan 11, 2023
Q1 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
15KNew |
$802K - $999K
|
15K
$890K
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
14.5KNew |
$772K - $962K
|
14.5K
$857K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.5K+ 7.24% |
$722K - $899K
|
201K
$11.9M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.8KNew |
$631K - $786K
|
11.8K
$700K
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
11.6K+ 27.75% |
$616K - $768K
|
53.2K
$3.15M
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
11.2K+ 5.51% |
$597K - $743K
|
214K
$12.7M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
9.68KNew |
$516K - $643K
|
9.68K
$573K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.58K+ 4.59% |
$511K - $636K
|
218K
$12.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
9.24K+ 14.96% |
$493K - $614K
|
71K
$4.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.13K+ 125.56% |
$487K - $606K
|
16.4K
$970K
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
8.28K+ 45.44% |
$442K - $550K
|
26.5K
$1.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
7.64K+ 2.46% |
$407K - $507K
|
317K
$18.8M
|
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
7.37K+ 5.96% |
$393K - $490K
|
131K
$7.75M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.24K+ 2.17% |
$386K - $481K
|
341K
$20.2M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.09KNew |
$378K - $471K
|
7.09K
$419K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
7.01K+ 14.2% |
$374K - $465K
|
56.3K
$3.33M
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.96K+ 354.66% |
$371K - $462K
|
8.93K
$528K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.79K+ 158.68% |
$362K - $451K
|
11.1K
$655K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.47K+ 6.72% |
$345K - $430K
|
103K
$6.08M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.77K+ 3.73% |
$308K - $383K
|
160K
$9.49M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.15KNew |
$274K - $342K
|
5.15K
$305K
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.14KNew |
$274K - $341K
|
5.14K
$304K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.04K+ 11.88% |
$269K - $335K
|
47.5K
$2.81M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.68K+ 89.39% |
$250K - $311K
|
9.92K
$587K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.55K+ 168.15% |
$242K - $302K
|
7.25K
$429K
|
|
|
Apr 21, 2022
Q1 2022
|
Moseley Investment Management Inc
|
BUY
|
- |
4.54KNew |
$242K - $302K
|
4.54K
$269K
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.38KNew |
$233K - $291K
|
4.38K
$259K
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.31KNew |
$230K - $286K
|
4.31K
$255K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.97K+ 30507.69% |
$212K - $263K
|
3.98K
$235K
|
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
3.91K+ 10.59% |
$209K - $260K
|
40.9K
$2.42M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
3.91KNew |
$208K - $259K
|
3.91K
$231K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.78K+ 17.72% |
$201K - $251K
|
25.1K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3.56KNew |
$190K - $237K
|
3.56K
$211K
|