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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.8K+ 40.36% |
$89.9K - $118K
|
6.27K
$412K
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73.5K- 21.1% |
$3.67M - $4.8M
|
275K
$18.1M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.9K- 58.35% |
$1.14M - $1.49M
|
16.3K
$1.07M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-335- 7.6% |
$16.7K - $21.9K
|
4.08K
$268K
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-973- 6.69% |
$48.5K - $63.5K
|
13.6K
$892K
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-48- 0.35% |
$2.39K - $3.13K
|
13.7K
$900K
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.5KNew |
$175K - $228K
|
3.5K
$230K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.2K- 3.1% |
$459K - $600K
|
288K
$18.9M
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
719K+ 683.37% |
$35.9M - $46.9M
|
824K
$54.2M
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-461- 4.63% |
$23K - $30.1K
|
9.5K
$624K
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-839- 12.69% |
$41.8K - $54.7K
|
5.77K
$379K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
378K+ 143.65% |
$18.9M - $24.7M
|
642K
$42.2M
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-403- 0.44% |
$20.1K - $26.3K
|
91K
$5.98M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.5K- 14.73% |
$125K - $163K
|
14.5K
$950K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.26K- 12.07% |
$462K - $604K
|
67.5K
$4.43M
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.75K- 47.8% |
$87.2K - $114K
|
1.91K
$126K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.37K- 5.79% |
$118K - $155K
|
38.6K
$2.53M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66- 1.41% |
$3.29K - $4.31K
|
4.61K
$303K
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-609- 1.96% |
$30.4K - $39.7K
|
30.4K
$2M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.76K- 0.67% |
$87.9K - $115K
|
263K
$17.3M
|
|
Aug 14, 2025
Q2 2025
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.06KNew |
$103K - $135K
|
2.06K
$136K
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-203- 30.71% |
$10.1K - $13.2K
|
458
$30.1K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 16.71% |
$63.1K - $82.5K
|
6.31K
$414K
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 33.33% |
$4.99K - $6.53K
|
200
$13.1K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33+ 0.8% |
$1.65K - $2.15K
|
4.13K
$272K
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5+ 0.05% |
$249 - $326
|
9.56K
$628K
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-852- 0.4% |
$42.5K - $55.6K
|
210K
$13.8M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.8K+ 36.08% |
$1.29M - $1.69M
|
97.4K
$6.4M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 51.35% |
$947 - $1.24K
|
18
$1.18K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-797- 8.17% |
$39.7K - $52K
|
8.96K
$588K
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
750New |
$37.4K - $48.9K
|
750
$49.3K
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 68.33% |
$5.46M - $7.14M
|
50.7K
$3.33M
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.46KNew |
$272K - $356K
|
5.46K
$359K
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-48.4K- 32.76% |
$2.41M - $3.16M
|
99.4K
$6.53M
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.77K- 13.69% |
$88.2K - $115K
|
11.2K
$733K
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.82K- 23.28% |
$90.9K - $119K
|
6.01K
$395K
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.26K- 6.88% |
$163K - $213K
|
44.2K
$2.9M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14K- 9.24% |
$696K - $911K
|
137K
$9.01M
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-157- 1.92% |
$7.83K - $10.2K
|
8.03K
$528K
|
|
Aug 14, 2025
Q2 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
5.89K+ 39.25% |
$294K - $384K
|
20.9K
$1.37M
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
192K+ 5483.68% |
$9.57M - $12.5M
|
195K
$12.8M
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.21K- 6.48% |
$60.2K - $78.8K
|
17.4K
$1.15M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-149- 2.07% |
$7.43K - $9.72K
|
7.04K
$462K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.92K- 12.87% |
$295K - $387K
|
40.1K
$2.63M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 8.24% |
$73.9K - $96.8K
|
16.5K
$1.09M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.55K+ 15.43% |
$377K - $493K
|
56.5K
$3.71M
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-462- 8.67% |
$23K - $30.1K
|
4.87K
$320K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62K+ 8.03% |
$80.6K - $106K
|
21.7K
$1.43M
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
780New |
$38.9K - $50.9K
|
780
$51.3K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.5K+ 8.31% |
$1.12M - $1.46M
|
293K
$19.2M
|