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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-941- 3.02% |
$55.2K - $59K
|
30.2K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-943- 5.26% |
$55.4K - $59.1K
|
17K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-975- 10.83% |
$57.2K - $61.2K
|
8.03K
$509K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 98.75% |
$60.3K - $64.5K
|
13
$825
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 19.52% |
$63.5K - $67.8K
|
4.46K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.37K- 1.12% |
$80.5K - $86K
|
121K
$7.65M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.59K- 14.87% |
$93K - $99.4K
|
9.07K
$576K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.14K- 10.17% |
$126K - $134K
|
18.9K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 4.88% |
$139K - $148K
|
46K
$2.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.53K- 3.1% |
$149K - $159K
|
79.3K
$5.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.85K- 2.42% |
$167K - $179K
|
115K
$7.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.3K- 28.72% |
$194K - $207K
|
8.18K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.39K- 8.52% |
$199K - $213K
|
36.4K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.06K- 3.47% |
$238K - $255K
|
113K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.4K- 3.55% |
$259K - $276K
|
120K
$7.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.31K- 44.05% |
$312K - $333K
|
6.75K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.68K- 14.7% |
$333K - $356K
|
32.9K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.25K- 0.89% |
$367K - $392K
|
693K
$43.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.33K- 39.49% |
$431K - $460K
|
11.2K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.35K- 1.96% |
$431K - $461K
|
368K
$23.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13.3K- 41.53% |
$782K - $836K
|
18.8K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.7K- 3.08% |
$1.33M - $1.42M
|
715K
$45.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.3K- 32.75% |
$1.37M - $1.46M
|
47.8K
$3.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.8K- 21.46% |
$1.4M - $1.49M
|
87.1K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 55.32% |
$1.72M - $1.84M
|
23.6K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 12.01% |
$1.99M - $2.12M
|
248K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-46.8K- 18.31% |
$2.75M - $2.94M
|
209K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47K- 51.9% |
$2.76M - $2.95M
|
43.6K
$2.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-67.8K- 32.96% |
$3.98M - $4.25M
|
138K
$8.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-78.3K- 88.65% |
$4.6M - $4.91M
|
10K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-83.7K- 84.54% |
$4.91M - $5.25M
|
15.3K
$971K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.2K- 55.54% |
$5.35M - $5.72M
|
73K
$4.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92.4K- 20.01% |
$5.43M - $5.8M
|
370K
$23.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-336K- 90.53% |
$19.7M - $21.1M
|
35.2K
$2.23M
|