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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$599 - $657
|
4.28K
$263K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
74New |
$4.18K - $4.52K
|
74
$4.54K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-113- 11.63% |
$6.39K - $6.9K
|
859
$52.7K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 93.81% |
$93.3K - $101K
|
109
$6.69K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115- 3.1% |
$6.5K - $7.02K
|
3.6K
$221K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.41KNew |
$476K - $513K
|
8.41K
$516K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.63K+ 43.37% |
$205K - $221K
|
12K
$736K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
273+ 7.62% |
$15.4K - $16.7K
|
3.86K
$237K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 0.4% |
$1.64K - $1.77K
|
7.22K
$443K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.1K+ 24.88% |
$62.1K - $67K
|
5.51K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-279- 6.18% |
$15.8K - $17K
|
4.24K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$212K - $228K
|
3.74K
$230K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.2K- 38.47% |
$124K - $134K
|
3.51K
$216K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$1.3K - $1.4K
|
23
$1.41K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
7.6K+ 292.31% |
$430K - $464K
|
10.2K
$626K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62KNew |
$3.51M - $3.78M
|
62K
$3.8M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-134- 0.86% |
$7.58K - $8.18K
|
15.4K
$944K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.8K- 55.52% |
$667K - $720K
|
9.45K
$580K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.52K- 47.4% |
$199K - $215K
|
3.91K
$240K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-925- 8.77% |
$52.3K - $56.4K
|
9.62K
$590K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$698K - $754K
|
12.4K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 19.47% |
$4.98K - $5.37K
|
364
$22.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39.4KNew |
$2.23M - $2.4M
|
39.4K
$2.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
651New |
$36.8K - $39.7K
|
651
$39.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.37% |
$848 - $915
|
4.01K
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.59KNew |
$203K - $219K
|
3.59K
$220K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.39% |
$56.5 - $61
|
256
$15.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
66New |
$3.73K - $4.03K
|
66
$4.05K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
2New |
$113 - $122
|
2
$123
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
6.51K+ 123.61% |
$368K - $397K
|
11.8K
$723K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
30New |
$1.45K - $1.81K
|
30
$1.84K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.24K- 39.76% |
$59.7K - $74.9K
|
1.88K
$115K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100New |
$4.82K - $6.04K
|
100
$6.14K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
66New |
$3.18K - $3.99K
|
66
$4.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
3.51KNew |
$169K - $212K
|
3.51K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.29KNew |
$207K - $259K
|
4.29K
$263K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
36.5KNew |
$1.76M - $2.21M
|
36.5K
$2.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
535New |
$25.8K - $32.3K
|
535
$32.8K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.92K- 13.76% |
$189K - $237K
|
24.6K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
915New |
$44.1K - $55.3K
|
915
$56.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41New |
$1.98K - $2.48K
|
41
$2.52K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.23K- 94.58% |
$252K - $316K
|
300
$18.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
158New |
$7.62K - $9.55K
|
158
$9.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
942New |
$45.4K - $56.9K
|
942
$57.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.78K- 50.01% |
$85.6K - $107K
|
1.77K
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-777- 18.49% |
$37.5K - $47K
|
3.43K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.11K+ 24.07% |
$53.6K - $67.2K
|
5.73K
$352K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-8- 18.6% |
$386 - $483
|
35
$2.15K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-662- 13.12% |
$31.9K - $40K
|
4.39K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
3.46KNew |
$167K - $209K
|
3.46K
$212K
|
|