Latest Institutional Sells of Ishares Tr Exponential Technol (XT)
This list provides information on the latest institutional transactions involving Ishares Tr Exponential Technol (XT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-336K- 90.53% |
$19.7M - $21.1M
|
35.2K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-78.3K- 88.65% |
$4.6M - $4.91M
|
10K
$622K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-67.8K- 32.96% |
$3.98M - $4.25M
|
138K
$8.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.3K- 32.75% |
$1.37M - $1.46M
|
47.8K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13.3K- 41.53% |
$782K - $836K
|
18.8K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.31K- 44.05% |
$312K - $333K
|
6.75K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.4K- 3.55% |
$259K - $276K
|
120K
$7.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.06K- 3.47% |
$238K - $255K
|
113K
$7.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.3K- 28.72% |
$194K - $207K
|
8.18K
$508K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.53K- 3.1% |
$149K - $159K
|
79.3K
$4.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.37K- 1.12% |
$80.5K - $86K
|
121K
$7.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 19.52% |
$63.5K - $67.8K
|
4.46K
$277K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-975- 10.83% |
$57.2K - $61.2K
|
8.03K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-864- 9.43% |
$50.7K - $54.2K
|
8.3K
$515K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-805- 9.45% |
$47.3K - $50.5K
|
7.71K
$478K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-781- 72.25% |
$45.8K - $49K
|
300
$18.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-653- 5.31% |
$38.3K - $41K
|
11.6K
$722K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-579- 6.9% |
$34K - $36.3K
|
7.82K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-561- 0.61% |
$32.9K - $35.2K
|
91.7K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-552- 9.71% |
$32.4K - $34.6K
|
5.13K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-421- 30.07% |
$24.7K - $26.4K
|
979
$60.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-371- 6.64% |
$21.8K - $23.3K
|
5.22K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-360- 4.47% |
$21.1K - $22.6K
|
7.69K
$477K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-355- 1.67% |
$20.8K - $22.3K
|
21K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-342- 4.87% |
$20.1K - $21.5K
|
6.68K
$414K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-330- 6.69% |
$19.4K - $20.7K
|
4.6K
$285K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-322- 5.21% |
$18.9K - $20.2K
|
5.86K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 34.87% |
$14.7K - $15.7K
|
467
$29K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-245- 5.6% |
$14.4K - $15.4K
|
4.13K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-70- 0.68% |
$4.11K - $4.39K
|
10.2K
$631K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-31- 0.54% |
$1.82K - $1.94K
|
5.7K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-29- 63.04% |
$1.7K - $1.82K
|
17
$1.06K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$58.7 - $62.7
|
11.1K
$690K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 32.45% |
$7.38M - $8.34M
|
282K
$17.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-78.3KClosed |
$4.27M - $4.82M
|
0
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-50.5K- 6.73% |
$2.75M - $3.11M
|
699K
$43.4M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-29.6K- 10.36% |
$1.61M - $1.82M
|
256K
$15.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.4K- 86.45% |
$1.49M - $1.69M
|
4.3K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23K- 59.65% |
$1.26M - $1.42M
|
15.6K
$967K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-18.7K- 50.32% |
$1.02M - $1.15M
|
18.5K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.6K- 24.66% |
$852K - $963K
|
47.8K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-15.5K- 28.68% |
$846K - $956K
|
38.6K
$2.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-14.7K- 11.1% |
$800K - $904K
|
117K
$7.29M
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-14.3K- 80.56% |
$778K - $879K
|
3.45K
$214K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 7.7% |
$746K - $842K
|
164K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.7K- 22.65% |
$636K - $719K
|
39.8K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.9K- 27.18% |
$597K - $674K
|
29.3K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.98K- 29.86% |
$271K - $307K
|
11.7K
$725K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.51K- 51.46% |
$246K - $278K
|
4.25K
$264K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 41.67% |
$161K - $182K
|
4.13K
$256K
|
|