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 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
826K+ 2.79% |
$37.9M - $49.7M
|
30.4M
$1.8B
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
675K+ 519.16% |
$31M - $40.6M
|
805K
$47.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
175K+ 468.6% |
$8.05M - $10.5M
|
213K
$12.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 48.33% |
$4.67M - $6.12M
|
312K
$18.5M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
48.4KNew |
$2.22M - $2.91M
|
48.4K
$2.87M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
46.1K+ 416.28% |
$2.12M - $2.77M
|
57.1K
$3.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.8K+ 15.35% |
$1.41M - $1.85M
|
231K
$13.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30.4K+ 13.93% |
$1.4M - $1.83M
|
249K
$14.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
27KNew |
$1.24M - $1.63M
|
27K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
24.6K+ 40.58% |
$1.13M - $1.48M
|
85.2K
$5.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
23.4K+ 74.23% |
$1.07M - $1.41M
|
54.9K
$3.25M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
23.1K+ 203.24% |
$1.06M - $1.39M
|
34.5K
$2.04M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$847K - $1.11M
|
18.4K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.6K+ 1.12% |
$534K - $700K
|
1.05M
$62.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.92KNew |
$409K - $537K
|
8.92K
$528K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
8.63K+ 18.61% |
$396K - $519K
|
55K
$3.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
8.51K+ 20.83% |
$391K - $512K
|
49.4K
$2.92M
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$381K - $499K
|
8.3K
$491K
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7.91KNew |
$363K - $476K
|
7.91K
$468K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.98K+ 1.78% |
$320K - $420K
|
399K
$23.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
6.54K+ 12.29% |
$300K - $394K
|
59.8K
$3.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 11.56% |
$299K - $392K
|
62.9K
$3.72M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$275K - $361K
|
6K
$355K
|
|
|
Aug 04, 2022
Q2 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.74KNew |
$264K - $345K
|
5.74K
$340K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.48KNew |
$252K - $330K
|
5.48K
$324K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.02KNew |
$231K - $302K
|
5.02K
$297K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
4.96K+ 5.28% |
$228K - $298K
|
98.8K
$5.85M
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.89KNew |
$224K - $294K
|
4.89K
$289K
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
4.51KNew |
$207K - $272K
|
4.51K
$267K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.33KNew |
$199K - $260K
|
4.33K
$256K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.25K+ 2.65% |
$195K - $256K
|
165K
$9.74M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
4.24KNew |
$195K - $255K
|
4.24K
$251K
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.17K+ 34.68% |
$191K - $251K
|
16.2K
$958K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.89K+ 22.67% |
$178K - $234K
|
21K
$1.24M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.89K+ 22.67% |
$178K - $234K
|
21K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.41K+ 30.27% |
$156K - $205K
|
14.7K
$867K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.36K+ 4.77% |
$154K - $202K
|
73.7K
$4.36M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.16K+ 91.04% |
$145K - $190K
|
6.63K
$392K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.75K+ 607.96% |
$126K - $165K
|
3.2K
$189K
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
2.42K+ 17.92% |
$111K - $146K
|
16K
$944K
|
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.4K+ 1.34% |
$110K - $144K
|
181K
$10.7M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 169.62% |
$92.3K - $121K
|
3.2K
$189K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.93K+ 11.19% |
$88.7K - $116K
|
19.2K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.7KNew |
$78K - $102K
|
1.7K
$101K
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.64K+ 6.77% |
$75.4K - $98.9K
|
25.9K
$1.53M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.36K+ 1.17% |
$62.4K - $81.8K
|
117K
$6.94M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.3K+ 20.32% |
$59.8K - $78.4K
|
7.71K
$456K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.29K+ 20.75% |
$59K - $77.3K
|
7.48K
$442K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.27K+ 13.81% |
$58.4K - $76.5K
|
10.5K
$620K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$55.1K - $72.2K
|
1.2K
$71K
|