Latest Institutional Transactions on Ishares Tr Exponential Technol (XT)
This table provides information on the latest institutional transactions involving Ishares Tr Exponential Technol (XT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3K+ 379.77% |
$958K - $1.02M
|
20.6K
$1.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
451K+ 1.32% |
$26.5M - $28.3M
|
34.7M
$2.17B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.25K- 0.89% |
$367K - $392K
|
693K
$43.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.14K- 10.17% |
$126K - $134K
|
18.9K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.9% |
$2.99K - $3.2K
|
5.63K
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14+ 0.35% |
$822 - $878
|
3.96K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.07% |
$411 - $439
|
10.1K
$632K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 12.01% |
$1.99M - $2.12M
|
248K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 154.31% |
$2.6M - $2.78M
|
73.1K
$4.58M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
359+ 2.33% |
$21.1K - $22.5K
|
15.7K
$986K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.91KNew |
$406K - $434K
|
6.91K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.13K+ 2.06% |
$125K - $134K
|
106K
$6.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
72.1KNew |
$4.23M - $4.52M
|
72.1K
$4.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-316- 6.66% |
$18.5K - $19.8K
|
4.43K
$277K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.33K- 39.49% |
$431K - $460K
|
11.2K
$704K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$58.7 - $62.7
|
15.4K
$963K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69+ 0.16% |
$4.05K - $4.33K
|
42.6K
$2.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 2.33% |
$5.17K - $5.52K
|
3.87K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 8.2% |
$152K - $162K
|
34.1K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 4.88% |
$139K - $148K
|
46K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-46.8K- 18.31% |
$2.75M - $2.94M
|
209K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$4.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 4239.52% |
$309K - $330K
|
5.38K
$337K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.3KNew |
$954K - $1.02M
|
16.3K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 0.39% |
$7.04K - $7.53K
|
30.7K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-174- 3.67% |
$10.2K - $10.9K
|
4.57K
$286K
|
|
|
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
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-280- 2.82% |
$16.4K - $17.6K
|
9.66K
$605K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-727- 6.76% |
$42.7K - $45.6K
|
10K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$294 - $314
|
5
$313
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-606- 16.42% |
$35.6K - $38K
|
3.09K
$193K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
54+ 0.34% |
$3.17K - $3.39K
|
16.1K
$1.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236KNew |
$13.9M - $14.8M
|
236K
$14.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.77% |
$1.94K - $2.07K
|
4.31K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-92- 0.91% |
$5.4K - $5.77K
|
10K
$627K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 1.63% |
$8.04K - $8.59K
|
8.57K
$536K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30.6KNew |
$1.8M - $1.92M
|
30.6K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.34% |
$3.87K - $4.14K
|
1.91K
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.76KNew |
$220K - $236K
|
3.76K
$235K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.95K+ 24.45% |
$466K - $498K
|
40.4K
$2.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19- 0.39% |
$1.12K - $1.19K
|
4.9K
$307K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
5.23K+ 8.08% |
$307K - $328K
|
70K
$4.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
183K+ 736.31% |
$10.7M - $11.5M
|
208K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-943- 5.26% |
$55.4K - $59.1K
|
17K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.59K- 14.87% |
$93K - $99.4K
|
9.07K
$568K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
826New |
$48.5K - $51.8K
|
826
$51.7K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 98.75% |
$60.3K - $64.5K
|
13
$814
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-130- 1.21% |
$7.63K - $8.15K
|
10.6K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-330- 6.69% |
$19.4K - $20.7K
|
4.6K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.3K- 32.75% |
$1.37M - $1.46M
|
47.8K
$2.99M
|