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 |
|---|---|---|---|---|---|---|---|
|
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
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.66KNew |
$211K - $234K
|
3.66K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14K- 13.07% |
$65.5K - $72.8K
|
7.57K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
14.1K+ 10.56% |
$812K - $903K
|
148K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.08K- 28.23% |
$292K - $325K
|
12.9K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 6.45% |
$70.2K - $78K
|
20.1K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.3K- 67.94% |
$74.7K - $83K
|
612
$39.8K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-28- 0.68% |
$1.61K - $1.79K
|
4.1K
$267K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 6.05% |
$152K - $169K
|
40.9K
$2.66M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28.9KNew |
$1.66M - $1.85M
|
28.9K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 28.76% |
$6.12M - $6.8M
|
263K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 2.03% |
$85.2K - $94.7K
|
71.6K
$4.66M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-270- 0.29% |
$15.5K - $17.3K
|
91.4K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.7K- 72.35% |
$1.71M - $1.9M
|
11.3K
$737K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7K+ 62.01% |
$844K - $938K
|
38.3K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-141- 2.67% |
$8.12K - $9.02K
|
5.13K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.54K+ 35.26% |
$146K - $163K
|
9.75K
$634K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.75K+ 50.43% |
$158K - $176K
|
8.19K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205Closed |
$11.8K - $13.1K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28K- 91.51% |
$1.61M - $1.79M
|
2.6K
$169K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
145K+ 946.84% |
$8.34M - $9.27M
|
160K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9K+ 17.27% |
$518K - $576K
|
61.1K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-192- 1.51% |
$11.1K - $12.3K
|
12.5K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-194- 5.23% |
$11.2K - $12.4K
|
3.51K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42KNew |
$81.7K - $90.9K
|
1.42K
$92.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.73K+ 5.11% |
$215K - $239K
|
76.7K
$4.99M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$57.6 - $64
|
7.19K
$467K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142K+ 1734.83% |
$8.18M - $9.1M
|
150K
$9.78M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.33K+ 6.29% |
$76.3K - $84.8K
|
22.4K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-402- 5.31% |
$23.1K - $25.7K
|
7.17K
$466K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
636+ 16.6% |
$36.6K - $40.7K
|
4.47K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
867+ 110.03% |
$49.9K - $55.5K
|
1.66K
$108K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.2K- 10.67% |
$1.45M - $1.61M
|
211K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-103K- 27.92% |
$5.91M - $6.57M
|
265K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-353- 7.41% |
$20.3K - $22.6K
|
4.41K
$287K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.33KNew |
$307K - $341K
|
5.33K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 81.51% |
$967K - $1.08M
|
3.81K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 1.57% |
$29.8K - $33.1K
|
32.4K
$2.11M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-512- 0.42% |
$29.5K - $32.8K
|
120K
$7.81M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-370K- 1.07% |
$21.3M - $23.7M
|
34.3M
$2.23B
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 59.49% |
$1.58M - $1.75M
|
18.6K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.21% |
$460 - $512
|
3.86K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.31K- 0.53% |
$75.2K - $83.6K
|
247K
$16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$57.6 - $64
|
9.85K
$641K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-348- 34.49% |
$20K - $22.3K
|
661
$43K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-142- 1.66% |
$8.17K - $9.09K
|
8.42K
$548K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 1.06% |
$5.76K - $6.4K
|
9.55K
$621K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-48- 1.08% |
$2.76K - $3.07K
|
4.38K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-770- 7.47% |
$44.3K - $49.3K
|
9.54K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-24.3K- 93.91% |
$1.4M - $1.55M
|
1.58K
$102K
|