Purchases and Sales Made in Q3 2021 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
338KNew |
$20.9M - $22.5M
|
338K
$20.6M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
231KNew |
$14.3M - $15.4M
|
231K
$14.1M
|
|
|
Nov 29, 2021
Q3 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
204KNew |
$12.7M - $13.6M
|
204K
$12.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
113K+ 2180.19% |
$6.99M - $7.52M
|
118K
$7.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
110KNew |
$6.81M - $7.31M
|
110K
$6.71M
|
|
|
Oct 18, 2021
Q3 2021
|
Retirement Planning Group
|
BUY
|
- |
95.1K+ 5.93% |
$5.9M - $6.34M
|
1.7M
$104M
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
84.7KNew |
$5.25M - $5.64M
|
84.7K
$5.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
70.3K+ 0.26% |
$4.36M - $4.68M
|
27.1M
$1.66B
|
|
|
Oct 19, 2021
Q3 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
68.3KNew |
$4.23M - $4.55M
|
68.3K
$4.17M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
56.2K+ 28.17% |
$3.48M - $3.74M
|
256K
$15.6M
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
43.8K+ 66.44% |
$2.72M - $2.92M
|
110K
$6.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
40.3K+ 4.73% |
$2.5M - $2.69M
|
892K
$54.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.4K+ 3.77% |
$2.44M - $2.62M
|
1.08M
$66.2M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32.8K+ 7.17% |
$2.03M - $2.18M
|
490K
$30M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31.5K+ 48.88% |
$1.95M - $2.1M
|
95.9K
$5.86M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.8K+ 18.3% |
$1.79M - $1.92M
|
186K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.8K+ 16.38% |
$1.72M - $1.85M
|
198K
$12.1M
|
|
|
Oct 27, 2021
Q3 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
23.4KNew |
$1.45M - $1.56M
|
23.4K
$1.43M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
22K+ 4.26% |
$1.36M - $1.47M
|
539K
$32.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
20.1K+ 12.42% |
$1.25M - $1.34M
|
182K
$11.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20KNew |
$1.24M - $1.33M
|
20K
$1.22M
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
18.5KNew |
$1.15M - $1.23M
|
18.5K
$1.13M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.8K+ 44.35% |
$982K - $1.05M
|
51.5K
$3.15M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 2.3% |
$952K - $1.02M
|
683K
$41.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14K+ 3.79% |
$867K - $932K
|
383K
$23.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.7K+ 66.22% |
$848K - $912K
|
34.4K
$2.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13.2KNew |
$821K - $882K
|
13.2K
$809K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
13.1K+ 34.05% |
$811K - $871K
|
51.5K
$3.15M
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
12.9K+ 223.44% |
$800K - $860K
|
18.7K
$1.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
11K+ 52.87% |
$684K - $735K
|
31.9K
$1.95M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
9.07K+ 23.93% |
$562K - $604K
|
47K
$2.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
8.16K+ 46.4% |
$506K - $543K
|
25.7K
$1.57M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.91K+ 4.71% |
$490K - $527K
|
176K
$10.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.65KNew |
$474K - $509K
|
7.65K
$467K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.21KNew |
$447K - $480K
|
7.21K
$441K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.19KNew |
$446K - $479K
|
7.19K
$439K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
6.72K+ 4.19% |
$417K - $448K
|
167K
$10.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.59K+ 8.29% |
$346K - $372K
|
73K
$4.46M
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5K+ 100.0% |
$310K - $333K
|
10K
$611K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
4.85K+ 16.74% |
$301K - $323K
|
33.9K
$2.07M
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.64KNew |
$288K - $309K
|
4.64K
$283K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
4.62KNew |
$286K - $308K
|
4.62K
$282K
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
4.09KNew |
$253K - $272K
|
4.09K
$250K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.09KNew |
$253K - $272K
|
4.09K
$250K
|
|
|
Nov 15, 2021
Q3 2021
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.92K+ 24.06% |
$243K - $261K
|
20.2K
$1.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.74KNew |
$232K - $249K
|
3.74K
$229K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.6KNew |
$223K - $240K
|
3.6K
$220K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.26KNew |
$202K - $217K
|
3.26K
$199K
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.99K+ 1.74% |
$185K - $199K
|
175K
$10.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
2.99K+ 2.67% |
$185K - $199K
|
115K
$7.02M
|