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 |
|---|---|---|---|---|---|---|---|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
2.85K+ 1.06% |
$177K - $190K
|
270K
$16.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.84K+ 1.93% |
$176K - $189K
|
150K
$9.16M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.78K+ 12.51% |
$172K - $185K
|
25K
$1.53M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.62K+ 0.72% |
$162K - $174K
|
364K
$22.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.4KNew |
$149K - $160K
|
2.4K
$147K
|
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.32K+ 7.34% |
$144K - $155K
|
34K
$2.08M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.26K+ 9.63% |
$140K - $151K
|
25.8K
$1.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.2K+ 2.55% |
$136K - $146K
|
88.3K
$5.4M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.13K+ 7.23% |
$132K - $142K
|
31.6K
$1.93M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 1.33% |
$130K - $140K
|
161K
$9.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
$123K - $132K
|
1.99K
$121K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.87K+ 1158.39% |
$116K - $124K
|
2.03K
$124K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.8K+ 21.94% |
$112K - $120K
|
10K
$612K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.8K+ 3.14% |
$112K - $120K
|
59.1K
$3.61M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
1.72K+ 1.43% |
$107K - $115K
|
122K
$7.45M
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.55K+ 1.38% |
$95.8K - $103K
|
114K
$6.94M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.49K+ 45.12% |
$92.6K - $99.5K
|
4.81K
$294K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
1.41K+ 12.03% |
$87.6K - $94.2K
|
13.2K
$805K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.26K+ 7.74% |
$77.8K - $83.7K
|
17.5K
$1.07M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.24K+ 19.74% |
$76.8K - $82.5K
|
7.52K
$459K
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 27.57% |
$71.2K - $76.5K
|
5.32K
$325K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
973+ 13.15% |
$60.3K - $64.8K
|
8.38K
$512K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
848+ 2.04% |
$52.6K - $56.5K
|
42.4K
$2.59M
|
|
|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
818+ 1.92% |
$50.7K - $54.5K
|
43.4K
$2.65M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
803+ 220.0% |
$49.8K - $53.5K
|
1.17K
$71.4K
|
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
BUY
|
- |
764+ 1.25% |
$47.4K - $50.9K
|
61.6K
$3.77M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
725+ 13.77% |
$44.9K - $48.3K
|
5.99K
$366K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
623+ 4.28% |
$38.6K - $41.5K
|
15.2K
$927K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
611+ 2.37% |
$37.9K - $40.7K
|
26.4K
$1.61M
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
577New |
$35.8K - $38.4K
|
577
$35.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
558+ 11.74% |
$34.6K - $37.2K
|
5.31K
$324K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
537+ 1.54% |
$33.3K - $35.8K
|
35.5K
$2.17M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
537+ 6.59% |
$33.3K - $35.8K
|
8.68K
$530K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
485+ 2.65% |
$30.1K - $32.3K
|
18.8K
$1.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
435+ 9.44% |
$27K - $29K
|
5.04K
$308K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
428+ 3.21% |
$26.5K - $28.5K
|
13.8K
$840K
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
395+ 5.98% |
$24.5K - $26.3K
|
7K
$428K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
344+ 2.97% |
$21.3K - $22.9K
|
11.9K
$728K
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
343+ 1.14% |
$21.3K - $22.8K
|
30.4K
$1.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
324+ 6.64% |
$20.1K - $21.6K
|
5.2K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
310+ 3.01% |
$19.2K - $20.6K
|
10.6K
$648K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
300+ 3.61% |
$18.6K - $20K
|
8.62K
$527K
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
295+ 2.67% |
$18.3K - $19.6K
|
11.3K
$692K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
275+ 1.42% |
$17K - $18.3K
|
19.6K
$1.2M
|
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
243New |
$15.1K - $16.2K
|
243
$14.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
209+ 1.66% |
$13K - $13.9K
|
12.8K
$782K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200+ 2.43% |
$12.4K - $13.3K
|
8.42K
$514K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
162+ 1.51% |
$10K - $10.8K
|
10.9K
$667K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
151+ 19.33% |
$9.36K - $10.1K
|
932
$56.9K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
135New |
$8.37K - $8.99K
|
135
$8.25K
|