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 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.18K+ 1.0% |
$54.1K - $70.9K
|
119K
$7.02M
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.09K+ 29.67% |
$49.9K - $65.3K
|
4.75K
$281K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.02K+ 9.63% |
$46.9K - $61.5K
|
11.6K
$689K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1K+ 27.36% |
$45.9K - $60.2K
|
4.66K
$275K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
918+ 570.19% |
$42.1K - $55.2K
|
1.08K
$63.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
641+ 2.69% |
$29.4K - $38.6K
|
24.5K
$1.45M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
616New |
$28.3K - $37.1K
|
616
$36.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
566+ 1.88% |
$26K - $34.1K
|
30.7K
$1.82M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
508+ 5.09% |
$23.3K - $30.6K
|
10.5K
$620K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
401+ 35.8% |
$18.4K - $24.1K
|
1.52K
$90K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
346+ 2.9% |
$15.9K - $20.8K
|
12.3K
$727K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
333+ 0.33% |
$15.3K - $20K
|
101K
$6M
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
332New |
$15.2K - $20K
|
332
$19.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
327+ 2.25% |
$15K - $19.7K
|
14.9K
$879K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$13.8K - $18.1K
|
300
$17.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
286+ 8.02% |
$13.1K - $17.2K
|
3.85K
$228K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 23.64% |
$9.18K - $12K
|
1.05K
$61.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
194+ 4.72% |
$8.91K - $11.7K
|
4.3K
$254K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
188+ 4.29% |
$8.63K - $11.3K
|
4.57K
$270K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
136New |
$6.24K - $8.18K
|
136
$8.05K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
136New |
$6.24K - $8.18K
|
136
$8.05K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$5.74K - $7.52K
|
125
$7.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
94+ 0.43% |
$4.32K - $5.66K
|
22.1K
$1.31M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75New |
$3.44K - $4.51K
|
75
$4.44K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
57+ 0.43% |
$2.62K - $3.43K
|
13.4K
$794K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28New |
$1.29K - $1.68K
|
28
$1.66K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
18+ 0.26% |
$826 - $1.08K
|
6.95K
$411K
|
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
14+ 0.28% |
$643 - $842
|
5.03K
$298K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.14% |
$321 - $421
|
4.91K
$291K
|
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
4+ 1.61% |
$184 - $241
|
253
$15K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.03% |
$138 - $181
|
8.65K
$512K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.53% |
$91.8 - $120
|
381
$22.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$45.9 - $60.2
|
2.9K
$171K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.6% |
$45.9 - $60.2
|
168
$9.94K
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.01% |
$45.9 - $60.2
|
19.5K
$1.15M
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.05% |
$45.9 - $60.2
|
1.84K
$109K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3- 0.06% |
$138 - $181
|
4.82K
$285K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 15.38% |
$184 - $241
|
22
$1.3K
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-37Closed |
$1.7K - $2.23K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-45Closed |
$2.07K - $2.71K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-63- 0.49% |
$2.89K - $3.79K
|
12.9K
$764K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-73- 1.35% |
$3.35K - $4.39K
|
5.35K
$316K
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-79- 1.72% |
$3.63K - $4.75K
|
4.53K
$268K
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-80- 0.23% |
$3.67K - $4.81K
|
34.5K
$2.04M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-86Closed |
$3.95K - $5.17K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-95- 2.18% |
$4.36K - $5.72K
|
4.27K
$252K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-96- 0.02% |
$4.41K - $5.78K
|
455K
$26.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 1.78% |
$4.91K - $6.44K
|
5.91K
$350K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-119- 0.19% |
$5.46K - $7.16K
|
62.3K
$3.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-143- 1.35% |
$6.57K - $8.6K
|
10.4K
$617K
|