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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-528- 7.87% |
$28.8K - $32.5K
|
6.18K
$379K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-527- 6.46% |
$28.7K - $32.5K
|
7.63K
$468K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-63- 0.3% |
$3.43K - $3.88K
|
20.7K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-666- 5.48% |
$36.3K - $41K
|
11.5K
$704K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.84K- 93.22% |
$155K - $175K
|
207
$12.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.19K+ 5.7% |
$174K - $196K
|
59K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
550+ 1.6% |
$30K - $33.9K
|
34.9K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-178- 2.08% |
$9.7K - $11K
|
8.4K
$515K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.98K- 8.49% |
$108K - $122K
|
21.3K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.17K- 3.13% |
$63.6K - $71.8K
|
36.1K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-77.5K- 86.54% |
$4.23M - $4.78M
|
12.1K
$740K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
484+ 0.55% |
$26.4K - $29.8K
|
88.2K
$5.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-158- 1.45% |
$8.61K - $9.73K
|
10.7K
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-83.5K- 48.6% |
$4.55M - $5.14M
|
88.3K
$5.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-38- 3.19% |
$2.07K - $2.34K
|
1.15K
$70.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-967- 8.0% |
$52.7K - $59.6K
|
11.1K
$682K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-14- 23.33% |
$763 - $862
|
46
$2.82K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-42- 0.32% |
$2.29K - $2.59K
|
13K
$800K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.98K- 29.86% |
$271K - $307K
|
11.7K
$717K
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-5.91K- 4.55% |
$322K - $364K
|
124K
$7.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.21K- 31.82% |
$121K - $136K
|
4.74K
$291K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
285+ 0.8% |
$15.5K - $17.6K
|
35.8K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-913- 11.51% |
$49.8K - $56.2K
|
7.02K
$430K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 41.67% |
$161K - $182K
|
4.13K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
229New |
$12.5K - $14.1K
|
229
$14K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
4.29K+ 1.17% |
$234K - $264K
|
371K
$22.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 32.45% |
$7.38M - $8.34M
|
282K
$17.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.94K+ 2.24% |
$106K - $120K
|
88.6K
$5.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 1.64% |
$138K - $156K
|
156K
$9.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22New |
$1.2K - $1.35K
|
22
$1.35K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
31+ 0.54% |
$1.69K - $1.91K
|
5.73K
$352K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
56.5K+ 37.85% |
$3.08M - $3.48M
|
206K
$12.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.14K+ 25.97% |
$62.3K - $70.3K
|
5.54K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29.1K+ 18.85% |
$1.58M - $1.79M
|
183K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-800- 83.95% |
$43.6K - $49.3K
|
153
$9.39K
|
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
267+ 3.24% |
$14.6K - $16.4K
|
8.52K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-538- 3.24% |
$29.3K - $33.1K
|
16.1K
$987K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.06K- 0.56% |
$57.9K - $65.4K
|
189K
$11.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.17K+ 102.09% |
$63.8K - $72.1K
|
2.32K
$142K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-290- 4.86% |
$15.8K - $17.9K
|
5.68K
$349K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-130- 1.42% |
$7.09K - $8.01K
|
9K
$552K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
42.6K+ 216.2% |
$2.32M - $2.62M
|
62.3K
$3.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.25K+ 2.86% |
$177K - $200K
|
117K
$7.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.65K- 3.21% |
$144K - $163K
|
79.9K
$4.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
174New |
$9.48K - $10.7K
|
174
$10.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.51K+ 8.64% |
$137K - $155K
|
31.6K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-267- 4.56% |
$14.6K - $16.4K
|
5.59K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.6K- 33.74% |
$196K - $222K
|
7.07K
$434K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-815- 9.16% |
$44.4K - $50.2K
|
8.08K
$496K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-827- 9.78% |
$45.1K - $50.9K
|
7.63K
$468K
|