Latest Institutional Purchases of Ishares Tr Exponential Technol (XT)
This list provides information on the latest institutional transactions involving Ishares Tr Exponential Technol (XT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
38New |
$2.19K - $2.43K
|
38
$2.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.03% |
$57.6 - $64
|
3.96K
$292K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
119KNew |
$7M - $7.47M
|
119K
$8.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
81.7KNew |
$4.79M - $5.12M
|
81.7K
$6.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
72.1KNew |
$4.23M - $4.52M
|
72.1K
$5.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
16.3KNew |
$954K - $1.02M
|
16.3K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
11KNew |
$643K - $687K
|
11K
$807K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.73KNew |
$571K - $610K
|
9.73K
$717K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.76KNew |
$220K - $236K
|
3.76K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
3.57KNew |
$210K - $224K
|
3.57K
$263K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.38KNew |
$199K - $212K
|
3.38K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08KNew |
$63.2K - $67.5K
|
1.08K
$79.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
826New |
$48.5K - $51.8K
|
826
$60.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
500New |
$29.4K - $31.4K
|
500
$36.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$11.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$11.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$5.53K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
47New |
$2.76K - $2.95K
|
47
$3.46K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.77% |
$1.94K - $2.07K
|
4.31K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$294 - $314
|
5
$369
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.0% |
$58.7 - $62.7
|
101
$7.44K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
5.28KNew |
$288K - $325K
|
5.28K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
3.48KNew |
$190K - $214K
|
3.48K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 1.64% |
$138K - $156K
|
156K
$11.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.94K+ 2.24% |
$106K - $120K
|
88.6K
$6.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
550+ 1.6% |
$30K - $33.9K
|
34.9K
$2.57M
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
334New |
$18.2K - $20.6K
|
334
$24.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
229New |
$12.5K - $14.1K
|
229
$16.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
22New |
$1.2K - $1.35K
|
22
$1.62K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
7New |
$382 - $431
|
7
$516
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.7KNew |
$584K - $641K
|
10.7K
$791K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.53KNew |
$247K - $271K
|
4.53K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.96K+ 62.38% |
$215K - $236K
|
10.3K
$759K
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
3.73KNew |
$203K - $223K
|
3.73K
$275K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
252New |
$13.7K - $15K
|
252
$18.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
111New |
$6.04K - $6.63K
|
111
$8.18K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
95+ 3.89% |
$5.17K - $5.67K
|
2.54K
$187K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
47New |
$2.56K - $2.81K
|
47
$3.46K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
19New |
$1.03K - $1.13K
|
19
$1.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
11+ 0.26% |
$599 - $657
|
4.28K
$315K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 9.09% |
$54.5 - $59.7
|
12
$885
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
62KNew |
$3.51M - $3.78M
|
62K
$4.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
39.4KNew |
$2.23M - $2.4M
|
39.4K
$2.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.4KNew |
$698K - $754K
|
12.4K
$911K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
7.6K+ 292.31% |
$430K - $464K
|
10.2K
$752K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.63K+ 43.37% |
$205K - $221K
|
12K
$884K
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
3.59KNew |
$203K - $219K
|
3.59K
$264K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
651New |
$36.8K - $39.7K
|
651
$48K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
273+ 7.62% |
$15.4K - $16.7K
|
3.86K
$284K
|
|