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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-25Closed |
$1.54K - $1.68K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
4.09KNew |
$253K - $272K
|
4.09K
$259K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
$123K - $132K
|
1.99K
$126K
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-59.9KClosed |
$3.71M - $3.99M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
558+ 11.74% |
$34.6K - $37.2K
|
5.31K
$337K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-20.5K- 50.0% |
$1.27M - $1.36M
|
20.5K
$1.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
100New |
$6.2K - $6.66K
|
100
$6.34K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.16KClosed |
$71.9K - $77.3K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-4.82KClosed |
$299K - $321K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-284Closed |
$16.7K - $18K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-810Closed |
$47.5K - $51.4K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.06KClosed |
$61.9K - $67K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-39Closed |
$2.29K - $2.48K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-8.53KClosed |
$501K - $542K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$78.5K - $84.9K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-4.61KClosed |
$270K - $293K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-1.59KClosed |
$89.6K - $98.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-4.68KClosed |
$264K - $291K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
421New |
$23.8K - $26.2K
|
421
$26.7K
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-6.46KClosed |
$365K - $402K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-72Closed |
$4.06K - $4.48K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.15KClosed |
$198K - $238K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Collective Family Office LLC
|
BUY
|
- |
4.71KNew |
$225K - $270K
|
4.71K
$299K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-250Closed |
$12K - $14.3K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.45KClosed |
$213K - $255K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
360New |
$17.2K - $20.6K
|
360
$22.8K
|
|
|
Jan 28, 2021
Q4 2020
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.28KNew |
$61.2K - $73.3K
|
1.28K
$81.1K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Financial Services, Inc.
|
BUY
|
- |
607New |
$29K - $34.8K
|
607
$38.5K
|
|
|
Jan 19, 2021
Q4 2020
|
First Command Bank
|
BUY
|
- |
607New |
$29K - $34.8K
|
607
$38.5K
|
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-389Closed |
$18.6K - $22.3K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.7KClosed |
$75.9K - $85.9K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
SELL
|
- |
-7.91KClosed |
$354K - $400K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-500Closed |
$22.3K - $25.3K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.7KClosed |
$478K - $541K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100New |
$4.47K - $5.06K
|
100
$6.34K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-702Closed |
$23.9K - $31.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.8K+ 78.0% |
$266K - $353K
|
17.8K
$1.13M
|
|
|
Aug 13, 2020
Q2 2020
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-84Closed |
$2.86K - $3.8K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-198Closed |
$6.74K - $8.95K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-1.1KClosed |
$37.5K - $49.8K
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-34- 40.96% |
$1.16K - $1.54K
|
49
$3.11K
|
|
|
Jul 27, 2020
Q2 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.38KClosed |
$47K - $62.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 18, 2020
Q1 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.21KClosed |
$37.2K - $54.8K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-79.9KClosed |
$2.45M - $3.62M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-4.46KClosed |
$137K - $202K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Concorde Asset Management, LLC
|
SELL
|
- |
-11.3KClosed |
$346K - $510K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Prairie View Partners, LLC
|
BUY
|
- |
322New |
$9.88K - $14.6K
|
322
$20.4K
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-45Closed |
$1.69K - $1.93K
|
0
$0
|
|
|
Jan 07, 2020
Q4 2019
|
Pacific Financial Group Inc
|
SELL
|
- |
-203KClosed |
$7.65M - $8.74M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-147Closed |
$5.43K - $5.84K
|
0
$0
|
|