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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$57.6 - $64
|
6.05K
$394K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.74K- 8.28% |
$99.9K - $111K
|
19.2K
$1.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-161- 3.09% |
$9.27K - $10.3K
|
5.06K
$329K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
289+ 3.7% |
$16.6K - $18.5K
|
8.11K
$527K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18K+ 179.64% |
$1.04M - $1.15M
|
28K
$1.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
672+ 33600.0% |
$38.7K - $43K
|
674
$43.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-116- 0.62% |
$6.68K - $7.42K
|
18.6K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 50.0% |
$5.76K - $6.4K
|
300
$19.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46- 50.0% |
$2.65K - $2.94K
|
46
$2.99K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15+ 0.15% |
$863 - $960
|
10.2K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 4.59% |
$26.7K - $29.6K
|
9.63K
$626K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-97.1K- 85.96% |
$5.59M - $6.21M
|
15.8K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
21.9K+ 192.32% |
$1.26M - $1.4M
|
33.2K
$2.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.91% |
$2.94K - $3.26K
|
5.58K
$363K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 13.43% |
$234K - $260K
|
26.2K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42New |
$2.42K - $2.69K
|
42
$2.73K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-700- 8.1% |
$40.3K - $44.8K
|
7.94K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.08K+ 9.92% |
$350K - $389K
|
67.3K
$4.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.6KNew |
$953K - $1.06M
|
16.6K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.02K- 6.7% |
$461K - $513K
|
112K
$7.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-63- 0.52% |
$3.63K - $4.03K
|
12.1K
$789K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-359- 2.28% |
$20.7K - $23K
|
15.4K
$1M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.17K+ 2.44% |
$125K - $139K
|
91.1K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
23.4KNew |
$1.35M - $1.5M
|
23.4K
$1.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
44.2KNew |
$2.54M - $2.83M
|
44.2K
$2.87M
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
565+ 7.33% |
$32.5K - $36.2K
|
8.28K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
441+ 9.03% |
$25.4K - $28.2K
|
5.33K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
450+ 7.97% |
$25.9K - $28.8K
|
6.1K
$396K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.88K+ 3.57% |
$166K - $184K
|
83.5K
$5.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
264+ 0.3% |
$15.2K - $16.9K
|
88.3K
$5.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-583- 5.01% |
$33.6K - $37.3K
|
11.1K
$719K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.33K- 2.59% |
$249K - $277K
|
163K
$10.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-376- 1.11% |
$21.6K - $24.1K
|
33.4K
$2.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-116- 0.88% |
$6.68K - $7.42K
|
13K
$846K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.27KNew |
$361K - $401K
|
6.27K
$408K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 7.99% |
$216K - $231K
|
42.3K
$2.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-570- 5.92% |
$33.5K - $35.8K
|
9.05K
$589K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$1.48M - $1.58M
|
25.2K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.38KNew |
$198K - $212K
|
3.38K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.0% |
$58.7 - $62.7
|
101
$6.57K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$9.76K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
4.21K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
398New |
$23.4K - $25K
|
398
$25.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
11KNew |
$643K - $687K
|
11K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
81.7KNew |
$4.79M - $5.12M
|
81.7K
$5.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08KNew |
$63.2K - $67.5K
|
1.08K
$70K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
72.1KNew |
$4.23M - $4.52M
|
72.1K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$4.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.3KNew |
$954K - $1.02M
|
16.3K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$58.7 - $62.7
|
15.4K
$1M
|
|