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 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
20New |
$1.09K - $1.23K
|
20
$1.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.51K- 51.46% |
$246K - $278K
|
4.25K
$277K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.53KNew |
$247K - $271K
|
4.53K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
1.2K+ 30.03% |
$65.4K - $71.7K
|
5.2K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 17.47% |
$65.9K - $72.3K
|
5.72K
$372K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
111New |
$6.04K - $6.63K
|
111
$7.22K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.17K- 34.33% |
$172K - $189K
|
6.06K
$394K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 9.09% |
$54.5 - $59.7
|
12
$780
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
95+ 3.89% |
$5.17K - $5.67K
|
2.54K
$165K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7KNew |
$584K - $641K
|
10.7K
$698K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.62K- 86.74% |
$142K - $156K
|
400
$26K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-294- 41.23% |
$16K - $17.6K
|
419
$27.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.96K+ 62.38% |
$215K - $236K
|
10.3K
$670K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.69K- 13.46% |
$91.8K - $101K
|
10.8K
$705K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-750- 83.33% |
$40.8K - $44.8K
|
150
$9.76K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.76KNew |
$95.9K - $105K
|
1.76K
$115K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 4.52% |
$10.1K - $11K
|
3.91K
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-210- 11.37% |
$11.4K - $12.5K
|
1.64K
$106K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
111New |
$6.04K - $6.63K
|
111
$7.22K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
3.73KNew |
$203K - $223K
|
3.73K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
252New |
$13.7K - $15K
|
252
$16.4K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$1.03K - $1.13K
|
19
$1.24K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-340- 7.1% |
$18.5K - $20.3K
|
4.45K
$290K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47New |
$2.56K - $2.81K
|
47
$3.06K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2+ 0.13% |
$109 - $119
|
1.54K
$100K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$599 - $657
|
4.28K
$278K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-143Closed |
$8.09K - $8.73K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
74New |
$4.18K - $4.52K
|
74
$4.81K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
273+ 7.62% |
$15.4K - $16.7K
|
3.86K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.63K+ 43.37% |
$205K - $221K
|
12K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115- 3.1% |
$6.5K - $7.02K
|
3.6K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 93.81% |
$93.3K - $101K
|
109
$7.09K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$212K - $228K
|
3.74K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-279- 6.18% |
$15.8K - $17K
|
4.24K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 0.4% |
$1.64K - $1.77K
|
7.22K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$1.3K - $1.4K
|
23
$1.5K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62KNew |
$3.51M - $3.78M
|
62K
$4.03M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
7.6K+ 292.31% |
$430K - $464K
|
10.2K
$663K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.8K- 55.52% |
$667K - $720K
|
9.45K
$615K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.52K- 47.4% |
$199K - $215K
|
3.91K
$254K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39.4KNew |
$2.23M - $2.4M
|
39.4K
$2.56M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$698K - $754K
|
12.4K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 19.47% |
$4.98K - $5.37K
|
364
$23.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
651New |
$36.8K - $39.7K
|
651
$42.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.37% |
$848 - $915
|
4.01K
$261K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.59KNew |
$203K - $219K
|
3.59K
$233K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
66New |
$3.73K - $4.03K
|
66
$4.29K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
6.51K+ 123.61% |
$368K - $397K
|
11.8K
$766K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
30New |
$1.45K - $1.81K
|
30
$1.95K
|
|