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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
924+ 12.71% |
$54.2K - $58K
|
8.19K
$519K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.85K- 2.42% |
$167K - $179K
|
115K
$7.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08KNew |
$63.2K - $67.5K
|
1.08K
$68.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180+ 1.86% |
$10.6K - $11.3K
|
9.85K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.3K+ 379.77% |
$958K - $1.02M
|
20.6K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39+ 1.03% |
$2.29K - $2.45K
|
3.83K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
194+ 5.52% |
$11.4K - $12.2K
|
3.71K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.06K+ 37.43% |
$121K - $129K
|
7.57K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
81.7KNew |
$4.79M - $5.12M
|
81.7K
$5.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
521+ 7.04% |
$30.6K - $32.7K
|
7.93K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.96KNew |
$408K - $436K
|
6.96K
$441K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
11KNew |
$643K - $687K
|
11K
$694K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-91.2K- 55.54% |
$5.35M - $5.72M
|
73K
$4.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23.8K- 21.46% |
$1.4M - $1.49M
|
87.1K
$5.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.9% |
$2.99K - $3.2K
|
5.63K
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.14K- 10.17% |
$126K - $134K
|
18.9K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.25K- 0.89% |
$367K - $392K
|
693K
$43.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
451K+ 1.32% |
$26.5M - $28.3M
|
34.7M
$2.2B
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14+ 0.35% |
$822 - $878
|
3.96K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.07% |
$411 - $439
|
10.1K
$640K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 12.01% |
$1.99M - $2.12M
|
248K
$15.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
44.3K+ 154.31% |
$2.6M - $2.78M
|
73.1K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
359+ 2.33% |
$21.1K - $22.5K
|
15.7K
$998K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.91KNew |
$406K - $434K
|
6.91K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.13K+ 2.06% |
$125K - $134K
|
106K
$6.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
72.1KNew |
$4.23M - $4.52M
|
72.1K
$4.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 2.33% |
$5.17K - $5.52K
|
3.87K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69+ 0.16% |
$4.05K - $4.33K
|
42.6K
$2.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$58.7 - $62.7
|
15.4K
$974K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.33K- 39.49% |
$431K - $460K
|
11.2K
$712K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-316- 6.66% |
$18.5K - $19.8K
|
4.43K
$281K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
2.59K+ 8.2% |
$152K - $162K
|
34.1K
$2.16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 4.88% |
$139K - $148K
|
46K
$2.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$4.75K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.26K+ 4239.52% |
$309K - $330K
|
5.38K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.3KNew |
$954K - $1.02M
|
16.3K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 0.39% |
$7.04K - $7.53K
|
30.7K
$1.95M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-46.8K- 18.31% |
$2.75M - $2.94M
|
209K
$13.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-280- 2.82% |
$16.4K - $17.6K
|
9.66K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-174- 3.67% |
$10.2K - $10.9K
|
4.57K
$289K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-71- 8.27% |
$4.17K - $4.45K
|
788
$49.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 1.63% |
$8.04K - $8.59K
|
8.57K
$543K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-727- 6.76% |
$42.7K - $45.6K
|
10K
$636K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$294 - $314
|
5
$317
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-606- 16.42% |
$35.6K - $38K
|
3.09K
$196K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
54+ 0.34% |
$3.17K - $3.39K
|
16.1K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
236KNew |
$13.9M - $14.8M
|
236K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.77% |
$1.94K - $2.07K
|
4.31K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-92- 0.91% |
$5.4K - $5.77K
|
10K
$634K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
30.6KNew |
$1.8M - $1.92M
|
30.6K
$1.94M
|