Latest Institutional Purchases of Ishares Tr Exponential Technol (XT)

XT Quotes by TradingView

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
Apr 16, 2024 Q1 2024
Country Trust Bank

BUY
 -
66
New
$3.73K - $4.03K
66 $4.18K
May 09, 2024 Q1 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
23
New
$1.3K - $1.4K
23 $1.46K
Apr 16, 2024 Q1 2024
Tsfg, LLC

BUY
 -
2
New
$113 - $122
2 $127
Apr 18, 2024 Q1 2024
Morris Financial Concepts, Inc.

BUY
 -
1
+ 0.39%
$56.5 - $61
256 $16.2K
Q4 2023
Feb 12, 2024 Q4 2023
Focus Financial Network Inc /Adv

Minneapolis, MN
BUY
 -
36.5K
New
$1.76M - $2.21M
36.5K $2.31M
Jan 12, 2024 Q4 2023
Advisor Resource Council

BUY
 -
17.7K
New
$853K - $1.07M
17.7K $1.12M
Feb 14, 2024 Q4 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.29K
New
$207K - $259K
4.29K $272K
Feb 14, 2024 Q4 2023
Tolleson Wealth Management, Inc.

Dallas, TX
BUY
 -
3.51K
New
$169K - $212K
3.51K $223K
Jan 30, 2024 Q4 2023
Safeguard Financial, LLC

BUY
 -
3.46K
New
$167K - $209K
3.46K $219K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.11K
+ 24.07%
$53.6K - $67.2K
5.73K $363K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
915
New
$44.1K - $55.3K
915 $58K
Jan 29, 2024 Q4 2023
Mv Capital Management, Inc.

BUY
 -
667
New
$32.2K - $40.3K
667 $42.3K
Feb 12, 2024 Q4 2023
Clear Investment Research, LLC

BUY
 -
535
New
$25.8K - $32.3K
535 $33.9K
Feb 07, 2024 Q4 2023
Huntington National Bank

Columbus, OH
BUY
 -
158
New
$7.62K - $9.55K
158 $10K
Feb 15, 2024 Q4 2023
Aspect Partners, LLC

Fairfax, VA
BUY
 -
66
New
$3.18K - $3.99K
66 $4.18K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
41
New
$1.98K - $2.48K
41 $2.6K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
30
New
$1.45K - $1.81K
30 $1.9K
Jan 08, 2024 Q4 2023
Versant Capital Management, Inc

BUY
 -
12
+ 100.0%
$579 - $725
24 $1.52K
Q3 2023
Nov 07, 2023 Q3 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
6.71K
New
$344K - $392K
6.71K $425K
Nov 08, 2023 Q3 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4K
New
$205K - $234K
4K $254K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.34K
New
$68.8K - $78.4K
1.34K $85.1K
Nov 15, 2023 Q3 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
993
+ 0.58%
$50.9K - $58K
173K $10.9M
Nov 14, 2023 Q3 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
632
New
$32.4K - $36.9K
632 $40.1K
Oct 25, 2023 Q3 2023
Old Second National Bank Of Aurora

BUY
 -
505
New
$25.9K - $29.5K
505 $32K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
437
+ 6.64%
$22.4K - $25.5K
7.02K $445K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
129
New
$6.61K - $7.54K
129 $8.18K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
107
New
$5.48K - $6.25K
107 $6.78K
Oct 17, 2023 Q3 2023
Piscataqua Savings Bank

BUY
 -
50
New
$2.56K - $2.92K
50 $3.17K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
46
New
$2.36K - $2.69K
46 $2.92K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
37
New
$1.9K - $2.16K
37 $2.35K
Nov 09, 2023 Q3 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
18
+ 20.69%
$922 - $1.05K
105 $6.65K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
13
New
$666 - $760
13 $824
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
4
New
$205 - $234
4 $254
Oct 20, 2023 Q3 2023
Steward Financial Group LLC

BUY
 -
1
New
$51.2 - $58.4
1 $63.4
Q2 2023
Aug 09, 2023 Q2 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
3.73K
New
$186K - $211K
3.73K $236K
Jul 26, 2023 Q2 2023
Hartford Financial Management Inc.

BUY
 -
1.03K
+ 88.18%
$51.4K - $58.3K
2.2K $139K
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
52
New
$2.59K - $2.94K
52 $3.3K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
50
New
$2.49K - $2.83K
50 $3.17K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
50
New
$2.49K - $2.83K
50 $3.17K
Aug 11, 2023 Q2 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
8
New
$399 - $453
8 $507
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
4
+ 0.05%
$200 - $226
8.6K $545K
Q1 2023
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
1.85K
New
$87.9K - $103K
1.85K $117K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
444
New
$21.1K - $24.8K
444 $28.1K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
210
New
$9.96K - $11.7K
210 $13.3K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
200
New
$9.49K - $11.2K
200 $12.7K
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
63
New
$2.99K - $3.51K
63 $3.99K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
54
New
$2.56K - $3.01K
54 $3.42K
Q4 2022
Feb 07, 2023 Q4 2022
Evolution Wealth Advisors, LLC

BUY
 -
10.3K
New
$451K - $531K
10.3K $653K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.24K
New
$186K - $218K
4.24K $269K

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