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 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80.8KNew |
$4.65M - $5.17M
|
80.8K
$5.25M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.53K- 4.08% |
$491K - $546K
|
200K
$13M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
332+ 0.47% |
$19.1K - $21.2K
|
70.9K
$4.61M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 3.28% |
$10K - $11.1K
|
5.14K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 1.96% |
$119K - $132K
|
108K
$7.02M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 2.21% |
$13.5K - $15K
|
10.4K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
214+ 1.33% |
$12.3K - $13.7K
|
16.4K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-500- 6.23% |
$28.8K - $32K
|
7.53K
$489K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 7.41% |
$211K - $235K
|
45.8K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7K+ 5.01% |
$2M - $2.22M
|
728K
$47.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
564+ 18.28% |
$32.5K - $36.1K
|
3.65K
$237K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-528- 3.63% |
$30.4K - $33.8K
|
14K
$912K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 0.41% |
$7.31K - $8.13K
|
30.6K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 8.22% |
$70.9K - $78.8K
|
16.2K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-641- 10.36% |
$36.9K - $41K
|
5.55K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-39- 0.8% |
$2.24K - $2.5K
|
4.86K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-333- 2.61% |
$19.2K - $21.3K
|
12.4K
$809K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-211- 1.24% |
$12.1K - $13.5K
|
16.8K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-760- 8.56% |
$43.7K - $48.6K
|
8.12K
$528K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.89K+ 5.54% |
$109K - $121K
|
36K
$2.34M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-97- 1.09% |
$5.58K - $6.21K
|
8.81K
$573K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.22K- 32.93% |
$128K - $142K
|
4.53K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 4.82% |
$58.9K - $65.5K
|
22.3K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-191- 2.1% |
$11K - $12.2K
|
8.88K
$578K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.27K- 2.54% |
$303K - $337K
|
202K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-3.65K- 29.32% |
$210K - $234K
|
8.8K
$572K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
100+ 2.47% |
$5.76K - $6.4K
|
4.14K
$270K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-206- 1.95% |
$11.9K - $13.2K
|
10.4K
$675K
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-16K- 64.89% |
$924K - $1.03M
|
8.68K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 1.97% |
$156K - $174K
|
135K
$8.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-391- 8.77% |
$22.5K - $25K
|
4.07K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.45K- 1.62% |
$199K - $221K
|
210K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.03% |
$57.6 - $64
|
3.96K
$258K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-455- 24.23% |
$26.2K - $29.1K
|
1.42K
$92.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 22.02% |
$187K - $208K
|
18K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
160+ 22.86% |
$9.21K - $10.2K
|
860
$55.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-29.4K- 29.75% |
$1.69M - $1.88M
|
69.5K
$4.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.92K+ 3.69% |
$168K - $187K
|
82.2K
$5.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
662+ 1.39% |
$38.1K - $42.4K
|
48.4K
$3.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.39% |
$57.6 - $64
|
257
$16.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-541- 6.61% |
$31.1K - $34.6K
|
7.64K
$497K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-37- 0.53% |
$2.13K - $2.37K
|
6.92K
$450K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-146- 1.3% |
$8.4K - $9.34K
|
11.1K
$722K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-124- 1.28% |
$7.14K - $7.94K
|
9.54K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.9K- 3.33% |
$167K - $186K
|
84.2K
$5.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
46.2KNew |
$2.66M - $2.95M
|
46.2K
$3M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.86K+ 62.56% |
$164K - $183K
|
7.42K
$483K
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
11.3KNew |
$649K - $721K
|
11.3K
$733K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$57.6K - $64K
|
1K
$65K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.04K- 25.73% |
$117K - $130K
|
5.89K
$383K
|