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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54New |
$2.56K - $3.01K
|
54
$3.51K
|
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03K- 10.62% |
$333K - $392K
|
59.1K
$3.85M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
210New |
$9.96K - $11.7K
|
210
$13.7K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
1.85KNew |
$87.9K - $103K
|
1.85K
$121K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
444New |
$21.1K - $24.8K
|
444
$28.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.88K- 23.3% |
$184K - $217K
|
12.8K
$832K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-571- 1.35% |
$27.1K - $31.8K
|
41.8K
$2.72M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 11.77% |
$48.7K - $57.3K
|
7.7K
$501K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-441- 8.93% |
$20.9K - $24.6K
|
4.5K
$292K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
63New |
$2.99K - $3.51K
|
63
$4.1K
|
|
| Q4 2022 | |||||||
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.58K+ 6.64% |
$69.2K - $81.4K
|
25.4K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.22K- 90.33% |
$141K - $166K
|
345
$22.4K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 0.38% |
$43.8 - $51.5
|
262
$17K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$8.75K - $10.3K
|
200
$13K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
29New |
$1.27K - $1.49K
|
29
$1.89K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.77K- 17.09% |
$121K - $143K
|
13.4K
$875K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.4K- 2.11% |
$849K - $999K
|
898K
$58.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.24KNew |
$186K - $218K
|
4.24K
$276K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.98% |
$43.8 - $51.5
|
103
$6.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
194New |
$8.49K - $9.99K
|
194
$12.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 0.67% |
$1.66K - $1.96K
|
5.71K
$371K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4New |
$175 - $206
|
4
$260
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-628- 10.33% |
$27.5K - $32.3K
|
5.45K
$354K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
423New |
$18.5K - $21.8K
|
423
$27.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
640New |
$28K - $32.9K
|
640
$41.6K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.31K- 27.65% |
$101K - $119K
|
6.05K
$394K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 50.92% |
$8.49K - $9.99K
|
187
$12.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
24New |
$1.05K - $1.24K
|
24
$1.56K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
263New |
$11.5K - $13.5K
|
263
$17.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$134 - $163
|
4.91K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-109- 3.76% |
$4.86K - $5.91K
|
2.79K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
390+ 0.32% |
$17.4K - $21.2K
|
124K
$8.05M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
111New |
$4.95K - $6.02K
|
111
$7.22K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
229New |
$10.2K - $12.4K
|
229
$14.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.4KNew |
$506K - $616K
|
11.4K
$739K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
24+ 0.19% |
$1.07K - $1.3K
|
12.6K
$819K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.48KNew |
$65.8K - $80.1K
|
1.48K
$96.1K
|
|
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4.5K- 15.04% |
$201K - $244K
|
25.4K
$1.65M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
24New |
$1.07K - $1.3K
|
24
$1.56K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.71KNew |
$388K - $473K
|
8.71K
$567K
|
|
| Q2 2022 | |||||||
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9.68KClosed |
$444K - $582K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-45Closed |
$2.07K - $2.71K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-413Closed |
$19K - $24.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 15.38% |
$184 - $241
|
22
$1.43K
|
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-645- 7.6% |
$29.6K - $38.8K
|
7.84K
$510K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$13.8K - $18.1K
|
300
$19.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500Closed |
$23K - $30.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.41K+ 30.27% |
$156K - $205K
|
14.7K
$953K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 9.74% |
$23K - $30.1K
|
4.64K
$302K
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.12KClosed |
$327K - $428K
|
0
$0
|
|