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 |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-654- 6.08% |
$35.6K - $40.3K
|
10.1K
$620K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.93KNew |
$269K - $304K
|
4.93K
$302K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.7K- 11.1% |
$800K - $904K
|
117K
$7.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 15.52% |
$663K - $749K
|
90.6K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.79KNew |
$207K - $234K
|
3.79K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-106- 76.26% |
$5.78K - $6.53K
|
33
$2.02K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.1K+ 4.55% |
$1.1M - $1.24M
|
462K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 22.65% |
$636K - $719K
|
39.8K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
682+ 15.45% |
$37.2K - $42K
|
5.1K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.78K+ 5.4% |
$370K - $418K
|
133K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-736- 1.5% |
$40.1K - $45.3K
|
48.4K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.9K- 27.18% |
$597K - $674K
|
29.3K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-964- 15.55% |
$52.5K - $59.4K
|
5.23K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23K- 59.65% |
$1.26M - $1.42M
|
15.6K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 2.06% |
$17.6K - $19.8K
|
15.3K
$938K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.1K+ 12.29% |
$2.24M - $2.53M
|
375K
$23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.1K+ 3.96% |
$1.53M - $1.73M
|
737K
$45.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.11K- 0.33% |
$60.7K - $68.5K
|
332K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
450+ 9.63% |
$24.5K - $27.7K
|
5.12K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-880- 4.76% |
$48K - $54.2K
|
17.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-30- 3.29% |
$1.64K - $1.85K
|
882
$54.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
85.6K+ 639.81% |
$4.67M - $5.27M
|
99K
$6.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
794+ 12.76% |
$43.3K - $48.9K
|
7.02K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-287- 3.78% |
$15.6K - $17.7K
|
7.31K
$449K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.34K- 11.33% |
$127K - $144K
|
18.3K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-297- 4.89% |
$16.2K - $18.3K
|
5.77K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-250- 4.8% |
$13.6K - $15.4K
|
4.96K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-842- 1.57% |
$45.9K - $51.9K
|
52.9K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.6K- 24.66% |
$852K - $963K
|
47.8K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
54+ 0.39% |
$2.94K - $3.33K
|
13.8K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-20- 0.47% |
$1.09K - $1.23K
|
4.21K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.6K+ 9.73% |
$794K - $897K
|
164K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.1K+ 12.22% |
$60K - $67.7K
|
10.1K
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 5.59% |
$92.7K - $105K
|
28.7K
$1.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-455- 2.11% |
$24.8K - $28K
|
21.1K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
998+ 1.42% |
$54.4K - $61.5K
|
71.1K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.21K- 4.95% |
$121K - $136K
|
42.5K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 7.7% |
$746K - $842K
|
164K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-709- 36.12% |
$38.6K - $43.7K
|
1.25K
$76.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.66K+ 5.69% |
$90.5K - $102K
|
30.9K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.09K+ 11.47% |
$59.2K - $66.9K
|
10.6K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-166- 1.09% |
$9.05K - $10.2K
|
15.1K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
56.2K+ 1294.36% |
$3.06M - $3.46M
|
60.5K
$3.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 9.35% |
$68.5K - $77.4K
|
12.2K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
7.4KNew |
$404K - $456K
|
7.4K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-176- 1.71% |
$9.59K - $10.8K
|
10.1K
$619K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-273- 1.28% |
$14.9K - $16.8K
|
21K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.44K- 1.17% |
$78.7K - $88.9K
|
122K
$7.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
7.89K+ 4.76% |
$430K - $486K
|
173K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
418K+ 1.23% |
$22.8M - $25.7M
|
34.2M
$2.1B
|