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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
8.64KNew |
$507K - $542K
|
8.64K
$513K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$41.1K - $43.9K
|
700
$41.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-650- 6.82% |
$38.2K - $40.8K
|
8.88K
$527K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-148K- 85.09% |
$8.66M - $9.26M
|
25.9K
$1.53M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.48M - $1.58M
|
25.2K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-570- 5.92% |
$33.5K - $35.8K
|
9.05K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.24K+ 13.22% |
$484K - $517K
|
70.5K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
41KNew |
$2.41M - $2.57M
|
41K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.2K+ 0.9% |
$70.3K - $75.1K
|
134K
$7.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
297+ 41.71% |
$17.4K - $18.6K
|
1.01K
$59.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.68K- 14.7% |
$333K - $356K
|
32.9K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
202K+ 334.38% |
$11.9M - $12.7M
|
263K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.35K- 1.96% |
$431K - $461K
|
368K
$21.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.19K+ 14.29% |
$246K - $263K
|
33.5K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$8.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.9KNew |
$1.11M - $1.18M
|
18.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.7K- 3.08% |
$1.33M - $1.42M
|
715K
$42.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 2.7% |
$24.2K - $25.8K
|
14.9K
$882K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-941- 3.02% |
$55.2K - $59K
|
30.2K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
25.2KNew |
$1.48M - $1.58M
|
25.2K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-174- 2.36% |
$10.2K - $10.9K
|
7.19K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 2.53% |
$71K - $75.9K
|
49K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.38KNew |
$198K - $212K
|
3.38K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.3K- 55.32% |
$1.72M - $1.84M
|
23.6K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.13K- 6.4% |
$66.1K - $70.6K
|
16.5K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-83.7K- 84.54% |
$4.91M - $5.25M
|
15.3K
$908K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.4K+ 144.22% |
$1.55M - $1.65M
|
44.7K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
384New |
$22.5K - $24.1K
|
384
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.82K+ 47.76% |
$342K - $365K
|
18K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-500- 8.66% |
$29.4K - $31.4K
|
5.27K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-92.4K- 20.01% |
$5.43M - $5.8M
|
370K
$21.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
484+ 9.76% |
$28.4K - $30.4K
|
5.45K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.26K+ 29.66% |
$133K - $142K
|
9.89K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-102- 1.39% |
$5.99K - $6.4K
|
7.21K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.0% |
$58.7 - $62.7
|
101
$5.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
222K+ 66.89% |
$13M - $13.9M
|
554K
$32.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
339+ 6.62% |
$19.9K - $21.3K
|
5.46K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
17.8KNew |
$1.05M - $1.12M
|
17.8K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 3.05% |
$10.5K - $11.2K
|
6.05K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 31.44% |
$5.52K - $5.9K
|
205
$12.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
398New |
$23.4K - $25K
|
398
$23.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
4.21K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
42K+ 415.84% |
$2.47M - $2.63M
|
52.1K
$3.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.36K+ 10.16% |
$79.9K - $85.4K
|
14.8K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.16K+ 20.42% |
$127K - $135K
|
12.7K
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-47K- 51.9% |
$2.76M - $2.95M
|
43.6K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
154+ 466.67% |
$9.04K - $9.66K
|
187
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21K+ 8.76% |
$70.9K - $75.7K
|
15K
$889K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-641- 51.12% |
$37.6K - $40.2K
|
613
$36.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
22.3K+ 143.09% |
$1.31M - $1.4M
|
37.9K
$2.25M
|