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 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.47KNew |
$185K - $231K
|
3.47K
$205K
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.24K+ 33.31% |
$173K - $215K
|
13K
$767K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.16K+ 5.33% |
$169K - $210K
|
62.4K
$3.69M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
2.73K+ 6.59% |
$146K - $181K
|
44.2K
$2.61M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.61K+ 248.57% |
$139K - $173K
|
3.66K
$217K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.56K+ 34.01% |
$136K - $170K
|
10.1K
$596K
|
|
|
May 11, 2022
Q1 2022
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.85KNew |
$98.8K - $123K
|
1.85K
$110K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.84KNew |
$98K - $122K
|
1.84K
$109K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.77K+ 54.43% |
$94.4K - $118K
|
5.02K
$297K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.74K+ 30.53% |
$92.6K - $115K
|
7.42K
$439K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.54K+ 4.47% |
$82.1K - $102K
|
36K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.51KNew |
$80.6K - $100K
|
1.51K
$89.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.25K+ 14.27% |
$66.4K - $82.8K
|
9.98K
$590K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
1.23K+ 26.49% |
$65.3K - $81.4K
|
5.85K
$346K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.16K+ 719.88% |
$61.8K - $77K
|
1.32K
$78.1K
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.15K+ 10.79% |
$61.5K - $76.6K
|
11.8K
$701K
|
|
|
May 09, 2022
Q1 2022
|
Check Capital Management Inc
|
BUY
|
- |
1K+ 13.51% |
$53.3K - $66.4K
|
8.4K
$497K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
990+ 0.86% |
$52.8K - $65.8K
|
116K
$6.86M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
950New |
$50.7K - $63.1K
|
950
$56.2K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
771+ 23.79% |
$41.1K - $51.2K
|
4.01K
$237K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
763+ 1.7% |
$40.7K - $50.7K
|
45.6K
$2.7M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
740+ 42.41% |
$39.5K - $49.2K
|
2.49K
$147K
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
727+ 2.33% |
$38.8K - $48.3K
|
31.9K
$1.89M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
676+ 1.56% |
$36.1K - $44.9K
|
44K
$2.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
616+ 108.26% |
$32.9K - $40.9K
|
1.19K
$70.1K
|
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
597+ 5.99% |
$31.8K - $39.7K
|
10.6K
$625K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
551+ 3.77% |
$29.4K - $36.6K
|
15.2K
$898K
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
539+ 2.03% |
$28.7K - $35.8K
|
27.1K
$1.61M
|
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
500New |
$26.7K - $33.2K
|
500
$29.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
491+ 11.34% |
$26.2K - $32.6K
|
4.82K
$285K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
479New |
$25.5K - $31.8K
|
479
$28.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
406New |
$21.7K - $27K
|
406
$24K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
402+ 4.57% |
$21.4K - $26.7K
|
9.21K
$545K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
373+ 472.15% |
$19.9K - $24.8K
|
452
$26.7K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
349+ 32.83% |
$18.6K - $23.2K
|
1.41K
$83.5K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
280+ 7.32% |
$14.9K - $18.6K
|
4.11K
$243K
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
264+ 0.38% |
$14.1K - $17.5K
|
70.4K
$4.16M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
240+ 7.21% |
$12.8K - $15.9K
|
3.57K
$211K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
229New |
$12.2K - $15.2K
|
229
$13.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
205+ 1.81% |
$10.9K - $13.6K
|
11.5K
$681K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
126+ 0.46% |
$6.72K - $8.37K
|
27.8K
$1.64M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
118+ 2.23% |
$6.29K - $7.84K
|
5.42K
$321K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
112+ 0.97% |
$5.97K - $7.44K
|
11.6K
$688K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
91+ 3.83% |
$4.85K - $6.04K
|
2.47K
$146K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
86New |
$4.59K - $5.71K
|
86
$5.09K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
83+ 1.18% |
$4.43K - $5.51K
|
7.12K
$421K
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
37New |
$1.97K - $2.46K
|
37
$2.19K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35+ 1.04% |
$1.87K - $2.32K
|
3.39K
$200K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.81% |
$1.87K - $2.32K
|
4.36K
$258K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
24+ 0.39% |
$1.28K - $1.59K
|
6.19K
$366K
|