Purchases and Sales Made in Q4 2021 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
626K+ 2.31% |
$38.6M - $42.1M
|
27.8M
$1.64B
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
334KNew |
$20.6M - $22.5M
|
334K
$19.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
317KNew |
$19.6M - $21.3M
|
317K
$18.8M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
203KNew |
$12.5M - $13.7M
|
203K
$12M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
119K+ 13.51% |
$7.37M - $8.03M
|
1M
$59.3M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
119KNew |
$7.32M - $7.98M
|
119K
$7.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 32.0% |
$6.67M - $7.27M
|
446K
$26.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
77.4K+ 80.75% |
$4.78M - $5.21M
|
173K
$10.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
67.8K+ 601.55% |
$4.19M - $4.56M
|
79.1K
$4.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
66KNew |
$4.07M - $4.44M
|
66K
$3.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
62.5KNew |
$3.86M - $4.2M
|
62.5K
$3.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
61.1K+ 24.57% |
$3.77M - $4.11M
|
310K
$18.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
60.7KNew |
$3.75M - $4.08M
|
60.7K
$3.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
51.4KNew |
$3.17M - $3.46M
|
51.4K
$3.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49.9K+ 73.03% |
$3.08M - $3.36M
|
118K
$6.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.2K+ 12.98% |
$2.92M - $3.18M
|
411K
$24.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44.8KNew |
$2.77M - $3.02M
|
44.8K
$2.65M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
44.7K+ 86.68% |
$2.76M - $3.01M
|
96.2K
$5.69M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
43.1K+ 7.82% |
$2.66M - $2.9M
|
594K
$35.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
41.5K+ 4.65% |
$2.56M - $2.79M
|
934K
$55.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.3K+ 47.58% |
$2.49M - $2.71M
|
125K
$7.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
35.6K+ 32.43% |
$2.2M - $2.4M
|
145K
$8.61M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
34.5KNew |
$2.13M - $2.32M
|
34.5K
$2.04M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
32.6K+ 12.76% |
$2.01M - $2.19M
|
288K
$17M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
31.7K+ 25.53% |
$1.96M - $2.13M
|
156K
$9.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
31.6K+ 6.54% |
$1.95M - $2.13M
|
514K
$30.4M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 105.69% |
$1.72M - $1.88M
|
54.2K
$3.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.8K+ 14.74% |
$1.66M - $1.81M
|
209K
$12.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
BUY
|
- |
21.5K+ 1.27% |
$1.33M - $1.45M
|
1.72M
$102M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.5K+ 1.98% |
$1.33M - $1.45M
|
1.11M
$65.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.5K+ 11.52% |
$1.33M - $1.45M
|
208K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 9.64% |
$1.18M - $1.28M
|
217K
$12.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
18KNew |
$1.11M - $1.21M
|
18K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
18KNew |
$1.11M - $1.21M
|
18K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
18KNew |
$1.11M - $1.21M
|
18K
$1.06M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.4K+ 69.7% |
$1.08M - $1.17M
|
42.5K
$2.51M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$1.07M - $1.16M
|
17.3K
$1.02M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 61.9% |
$984K - $1.07M
|
41.7K
$2.47M
|
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
15KNew |
$928K - $1.01M
|
15K
$890K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
13.4K+ 6.56% |
$827K - $901K
|
218K
$12.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.5KNew |
$770K - $839K
|
12.5K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.1K+ 91.44% |
$748K - $815K
|
25.3K
$1.5M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
11.8K+ 7.05% |
$728K - $793K
|
179K
$10.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
11.5KNew |
$713K - $777K
|
11.5K
$683K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
10.6K+ 1.64% |
$656K - $714K
|
660K
$39M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
10.2KNew |
$630K - $686K
|
10.2K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.89K+ 9.01% |
$611K - $666K
|
120K
$7.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
9.73KNew |
$601K - $655K
|
9.73K
$576K
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
9.28K+ 1.72% |
$573K - $624K
|
548K
$32.4M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9.15K+ 1.87% |
$565K - $615K
|
499K
$29.5M
|