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 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1+ 0.0% |
$61.8 - $67.3
|
34.7K
$2.05M
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.03% |
$61.8 - $67.3
|
3.56K
$211K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$61.8 - $67.3
|
1.12K
$66.3K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$124 - $135
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 33.33% |
$679 - $740
|
22
$1.3K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17- 0.52% |
$1.05K - $1.14K
|
3.24K
$192K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20- 0.83% |
$1.24K - $1.35K
|
2.38K
$141K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.54K - $1.68K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-37- 58.73% |
$2.28K - $2.49K
|
26
$1.54K
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-43- 1.23% |
$2.66K - $2.89K
|
3.46K
$205K
|
|
Feb 15, 2022
Q4 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-50- 0.5% |
$3.09K - $3.36K
|
9.97K
$590K
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-55- 1.53% |
$3.4K - $3.7K
|
3.54K
$210K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-68- 2.09% |
$4.2K - $4.58K
|
3.19K
$189K
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-117- 2.26% |
$7.22K - $7.87K
|
5.06K
$299K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-123Closed |
$7.6K - $8.28K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
SELL
|
- |
-139- 0.32% |
$8.58K - $9.35K
|
43.3K
$2.56M
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-156Closed |
$9.63K - $10.5K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-175- 3.62% |
$10.8K - $11.8K
|
4.66K
$276K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-193- 4.52% |
$11.9K - $13K
|
4.08K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-197- 2.15% |
$12.2K - $13.3K
|
8.96K
$530K
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-243Closed |
$15K - $16.4K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-252- 0.58% |
$15.6K - $17K
|
43.6K
$2.58M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-260- 2.04% |
$16.1K - $17.5K
|
12.5K
$739K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-282- 43.32% |
$17.4K - $19K
|
369
$21.8K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-386- 1.53% |
$23.8K - $26K
|
24.9K
$1.47M
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-480- 51.5% |
$29.6K - $32.3K
|
452
$26.7K
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-487- 5.67% |
$30.1K - $32.8K
|
8.11K
$480K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-507- 5.88% |
$31.3K - $34.1K
|
8.11K
$480K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-577Closed |
$35.6K - $38.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-611Closed |
$37.7K - $41.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-647- 10.21% |
$40K - $43.5K
|
5.69K
$336K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-740- 1.91% |
$45.7K - $49.8K
|
38.1K
$2.25M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-753- 2.63% |
$46.5K - $50.7K
|
27.9K
$1.65M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-795- 12.13% |
$49.1K - $53.5K
|
5.76K
$341K
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-902- 6.02% |
$55.7K - $60.7K
|
14.1K
$833K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.19K- 2.93% |
$73.6K - $80.2K
|
39.5K
$2.34M
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.44K- 13.61% |
$89.1K - $97.1K
|
9.16K
$542K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.45K- 30.22% |
$89.7K - $97.7K
|
3.35K
$198K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.59K- 8.47% |
$98.4K - $107K
|
17.2K
$1.02M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 8.93% |
$169K - $184K
|
27.9K
$1.65M
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3KClosed |
$185K - $202K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.11KClosed |
$192K - $209K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.27K- 12.71% |
$202K - $220K
|
22.5K
$1.33M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.48K- 40.06% |
$215K - $234K
|
5.2K
$308K
|
|
Jan 25, 2022
Q4 2021
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-3.72K- 3.44% |
$229K - $250K
|
104K
$6.16M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.83K- 2.01% |
$237K - $258K
|
187K
$11.1M
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.82K- 48.15% |
$297K - $324K
|
5.19K
$307K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-5.08K- 74.44% |
$314K - $342K
|
1.75K
$103K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.32KClosed |
$328K - $358K
|
0
$0
|