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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.14K+ 14.08% |
$56.9K - $74.5K
|
9.25K
$601K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.02KNew |
$201K - $263K
|
4.02K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.4% |
$1.5K - $1.96K
|
7.56K
$492K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
109+ 0.57% |
$5.43K - $7.11K
|
19.3K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-369- 4.58% |
$18.4K - $24.1K
|
7.69K
$500K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$150 - $196
|
5.7K
$371K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 4.19% |
$349 - $457
|
160
$10.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.63K+ 5.78% |
$81.1K - $106K
|
29.8K
$1.94M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
305New |
$15.2K - $19.9K
|
305
$19.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
39+ 0.8% |
$1.94K - $2.54K
|
4.9K
$319K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15+ 0.27% |
$748 - $979
|
5.55K
$361K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$7.48K - $9.79K
|
150
$9.76K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 16.27% |
$64K - $83.8K
|
6.61K
$430K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
2.59K+ 35.5% |
$129K - $169K
|
9.89K
$644K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
3.09KNew |
$154K - $202K
|
3.09K
$201K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-424- 3.8% |
$21.1K - $27.7K
|
10.7K
$697K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.5KNew |
$125K - $163K
|
2.5K
$163K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19KNew |
$948K - $1.24M
|
19K
$1.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
969+ 0.56% |
$48.3K - $63.2K
|
173K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-366- 6.5% |
$18.2K - $23.9K
|
5.27K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.02K- 40.0% |
$400K - $523K
|
12K
$782K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2New |
$99.7 - $131
|
2
$130
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.35% |
$99.7 - $131
|
575
$37.4K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
38New |
$2.19K - $2.43K
|
38
$2.47K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.4M- 98.9% |
$253M - $281M
|
49K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-206K- 37.15% |
$11.9M - $13.2M
|
348K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-816- 4.32% |
$47K - $52.2K
|
18.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-51- 0.51% |
$2.94K - $3.26K
|
9.96K
$648K
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.83KNew |
$451K - $501K
|
7.83K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-150- 80.21% |
$8.63K - $9.6K
|
37
$2.41K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 3.12% |
$87.8K - $97.7K
|
47.5K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-418K- 58.46% |
$24M - $26.7M
|
297K
$19.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
550+ 2.45% |
$31.7K - $35.2K
|
23K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-789- 14.45% |
$45.4K - $50.5K
|
4.67K
$304K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9KNew |
$1.26M - $1.4M
|
21.9K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.6K- 49.43% |
$954K - $1.06M
|
17K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.39K- 8.19% |
$541K - $601K
|
105K
$6.85M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14K+ 55.49% |
$806K - $896K
|
39.2K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.39K- 14.8% |
$310K - $345K
|
31.1K
$2.02M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.26K- 55.56% |
$476K - $529K
|
6.61K
$430K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27- 3.47% |
$1.55K - $1.73K
|
750
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15K- 9.03% |
$863K - $959K
|
151K
$9.83M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6K+ 153.27% |
$610K - $678K
|
17.5K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.21K+ 2.74% |
$415K - $461K
|
270K
$17.6M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-4.07K- 22.86% |
$234K - $261K
|
13.7K
$894K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-308- 50.24% |
$17.7K - $19.7K
|
305
$19.8K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 11.28% |
$64.2K - $71.4K
|
8.77K
$571K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.2K- 92.17% |
$2.37M - $2.64M
|
3.5K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 42.97% |
$9.5K - $10.6K
|
219
$14.2K
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15KNew |
$863K - $960K
|
15K
$976K
|
|