Purchases and Sales Made in Q4 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
147+ 0.3% |
$8.63K - $9.22K
|
49.5K
$3.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 1.63% |
$8.04K - $8.59K
|
8.57K
$536K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 2.33% |
$5.17K - $5.52K
|
3.87K
$242K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77+ 0.42% |
$4.52K - $4.83K
|
18.6K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$4.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
73+ 0.56% |
$4.29K - $4.58K
|
13.1K
$822K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.07% |
$4.23K - $4.52K
|
98.9K
$6.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69+ 0.16% |
$4.05K - $4.33K
|
42.6K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
54+ 0.34% |
$3.17K - $3.39K
|
16.1K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
47New |
$2.76K - $2.95K
|
47
$2.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46New |
$2.7K - $2.89K
|
46
$2.88K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38+ 0.78% |
$2.23K - $2.38K
|
4.89K
$306K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
34+ 0.36% |
$2K - $2.13K
|
9.45K
$592K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.77% |
$1.94K - $2.07K
|
4.31K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22+ 0.31% |
$1.29K - $1.38K
|
7.09K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14+ 0.35% |
$822 - $878
|
3.96K
$248K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$763 - $815
|
3.54K
$222K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$294 - $314
|
5
$313
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
6.19K
$387K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$58.7 - $62.7
|
15.4K
$963K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$58.7 - $62.7
|
11.1K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.07% |
$411 - $439
|
10.1K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19- 0.39% |
$1.12K - $1.19K
|
4.9K
$307K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-29- 63.04% |
$1.7K - $1.82K
|
17
$1.06K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-31- 0.54% |
$1.82K - $1.94K
|
5.7K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.9% |
$2.99K - $3.2K
|
5.63K
$352K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.34% |
$3.87K - $4.14K
|
1.91K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-70- 0.68% |
$4.11K - $4.39K
|
10.2K
$637K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-71- 8.27% |
$4.17K - $4.45K
|
788
$49.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-92- 0.91% |
$5.4K - $5.77K
|
10K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 0.39% |
$7.04K - $7.53K
|
30.7K
$1.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-130- 1.21% |
$7.63K - $8.15K
|
10.6K
$665K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-174- 3.67% |
$10.2K - $10.9K
|
4.57K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-245- 5.6% |
$14.4K - $15.4K
|
4.13K
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 34.87% |
$14.7K - $15.7K
|
467
$29.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-280- 2.82% |
$16.4K - $17.6K
|
9.66K
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-316- 6.66% |
$18.5K - $19.8K
|
4.43K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-322- 5.21% |
$18.9K - $20.2K
|
5.86K
$367K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-330- 6.69% |
$19.4K - $20.7K
|
4.6K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-342- 4.87% |
$20.1K - $21.5K
|
6.68K
$418K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-355- 1.67% |
$20.8K - $22.3K
|
21K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-360- 4.47% |
$21.1K - $22.6K
|
7.69K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-371- 6.64% |
$21.8K - $23.3K
|
5.22K
$327K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-421- 30.07% |
$24.7K - $26.4K
|
979
$61.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-552- 9.71% |
$32.4K - $34.6K
|
5.13K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-561- 0.61% |
$32.9K - $35.2K
|
91.7K
$5.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-579- 6.9% |
$34K - $36.3K
|
7.82K
$489K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-606- 16.42% |
$35.6K - $38K
|
3.09K
$193K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-653- 5.31% |
$38.3K - $41K
|
11.6K
$729K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-727- 6.76% |
$42.7K - $45.6K
|
10K
$628K
|