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 12, 2021
Q3 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.25K- 3.48% |
$77.4K - $83.2K
|
34.7K
$2.12M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 8.19% |
$90.2K - $96.9K
|
16.3K
$997K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.46K- 8.19% |
$90.2K - $96.9K
|
16.3K
$997K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.77K- 4.17% |
$110K - $118K
|
40.7K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 5.54% |
$111K - $119K
|
30.6K
$1.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.28K- 25.78% |
$141K - $152K
|
6.55K
$400K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-2.45K- 17.85% |
$152K - $163K
|
11.3K
$689K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.59K- 37.77% |
$161K - $173K
|
4.27K
$261K
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.94K- 9.32% |
$182K - $196K
|
28.6K
$1.75M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.68KClosed |
$290K - $312K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.69KClosed |
$290K - $312K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.82KClosed |
$299K - $321K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.9K- 1.22% |
$366K - $393K
|
480K
$29.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-6.03K- 1.23% |
$374K - $402K
|
483K
$29.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6.52K- 20.52% |
$404K - $434K
|
25.3K
$1.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.8K- 9.83% |
$421K - $453K
|
62.3K
$3.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-7.35K- 5.59% |
$456K - $490K
|
124K
$7.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.12KClosed |
$503K - $541K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.84K- 12.74% |
$548K - $589K
|
60.6K
$3.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.38K- 42.91% |
$582K - $625K
|
12.5K
$763K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.6K- 61.94% |
$595K - $639K
|
5.9K
$360K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.67K- 4.82% |
$599K - $644K
|
191K
$11.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-11.4K- 71.75% |
$704K - $757K
|
4.48K
$273K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11.7K- 2.07% |
$723K - $776K
|
551K
$33.7M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-17.8K- 98.42% |
$1.1M - $1.19M
|
286
$17.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-18.2KClosed |
$1.13M - $1.21M
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-20.5K- 50.0% |
$1.27M - $1.36M
|
20.5K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-40.6K- 14.05% |
$2.52M - $2.71M
|
249K
$15.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-59.9KClosed |
$3.71M - $3.99M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-62K- 7.1% |
$3.84M - $4.13M
|
811K
$49.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-78.9K- 10.84% |
$4.89M - $5.26M
|
649K
$39.7M
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-114K- 96.2% |
$7.04M - $7.56M
|
4.49K
$274K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-291K- 24.78% |
$18M - $19.4M
|
883K
$54M
|