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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8KClosed |
$544K - $713K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.56KClosed |
$164K - $214K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.73KClosed |
$171K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.7KNew |
$78K - $102K
|
1.7K
$111K
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.9KClosed |
$1.47M - $1.92M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$5.74K - $7.52K
|
125
$8.13K
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-835Closed |
$38.3K - $50.2K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
136New |
$6.24K - $8.18K
|
136
$8.85K
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-86Closed |
$3.95K - $5.17K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$55.1K - $72.2K
|
1.2K
$78K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-341KClosed |
$15.7M - $20.5M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
616New |
$28.3K - $37.1K
|
616
$40.1K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.09KClosed |
$372K - $487K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.3K+ 20.32% |
$59.8K - $78.4K
|
7.71K
$502K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.91KClosed |
$180K - $235K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-41.4KClosed |
$1.9M - $2.49M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$275K - $361K
|
6K
$390K
|
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-79- 1.72% |
$3.63K - $4.75K
|
4.53K
$294K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-146Closed |
$6.7K - $8.78K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.85KClosed |
$269K - $352K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-18.9KClosed |
$868K - $1.14M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.3KClosed |
$518K - $678K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-3.91KClosed |
$179K - $235K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
4.24KNew |
$195K - $255K
|
4.24K
$276K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-365- 31.25% |
$16.8K - $22K
|
803
$52.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.1KClosed |
$50.5K - $66.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75New |
$3.44K - $4.51K
|
75
$4.88K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
194+ 4.72% |
$8.91K - $11.7K
|
4.3K
$280K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1K+ 27.36% |
$45.9K - $60.2K
|
4.66K
$303K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-337KClosed |
$15.5M - $20.3M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-37Closed |
$1.7K - $2.23K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
SELL
|
- |
-11.3KClosed |
$519K - $680K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-276KClosed |
$14.7M - $18.3M
|
0
$0
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.59KClosed |
$245K - $305K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.5KNew |
$2.86M - $3.56M
|
53.5K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-402- 88.94% |
$21.4K - $26.7K
|
50
$3.25K
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-26Closed |
$1.39K - $1.73K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.39KClosed |
$181K - $225K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.19KClosed |
$277K - $344K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
479New |
$25.5K - $31.8K
|
479
$31.2K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.2KClosed |
$918K - $1.14M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.16KClosed |
$489K - $608K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.08KClosed |
$164K - $205K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82.2KClosed |
$4.38M - $5.46M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-594KClosed |
$31.7M - $39.5M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.09KNew |
$378K - $471K
|
7.09K
$461K
|
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.24KClosed |
$173K - $215K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
349+ 32.83% |
$18.6K - $23.2K
|
1.41K
$91.8K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-974Closed |
$51.9K - $64.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
15.2KNew |
$809K - $1.01M
|
15.2K
$987K
|
|