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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 11.28% |
$64.2K - $71.4K
|
8.77K
$571K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-816- 4.32% |
$47K - $52.2K
|
18.1K
$1.18M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-789- 14.45% |
$45.4K - $50.5K
|
4.67K
$304K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-770- 7.47% |
$44.3K - $49.3K
|
9.54K
$620K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-760- 8.56% |
$43.7K - $48.6K
|
8.12K
$528K
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-700- 8.1% |
$40.3K - $44.8K
|
7.94K
$517K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-641- 10.36% |
$36.9K - $41K
|
5.55K
$361K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-583- 5.01% |
$33.6K - $37.3K
|
11.1K
$719K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-541- 6.61% |
$31.1K - $34.6K
|
7.64K
$497K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-528- 3.63% |
$30.4K - $33.8K
|
14K
$912K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 1.57% |
$29.8K - $33.1K
|
32.4K
$2.11M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-512- 0.42% |
$29.5K - $32.8K
|
120K
$7.81M
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-500- 6.23% |
$28.8K - $32K
|
7.53K
$489K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 4.59% |
$26.7K - $29.6K
|
9.63K
$626K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-455- 24.23% |
$26.2K - $29.1K
|
1.42K
$92.6K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-402- 5.31% |
$23.1K - $25.7K
|
7.17K
$466K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-391- 8.77% |
$22.5K - $25K
|
4.07K
$265K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-376- 1.11% |
$21.6K - $24.1K
|
33.4K
$2.17M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-359- 2.28% |
$20.7K - $23K
|
15.4K
$1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-353- 7.41% |
$20.3K - $22.6K
|
4.41K
$287K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-348- 34.49% |
$20K - $22.3K
|
661
$43K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-333- 2.61% |
$19.2K - $21.3K
|
12.4K
$809K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-308- 50.24% |
$17.7K - $19.7K
|
305
$19.8K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-270- 0.29% |
$15.5K - $17.3K
|
91.4K
$5.95M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 2.21% |
$13.5K - $15K
|
10.4K
$675K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-211- 1.24% |
$12.1K - $13.5K
|
16.8K
$1.09M
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-206- 1.95% |
$11.9K - $13.2K
|
10.4K
$675K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205Closed |
$11.8K - $13.1K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-194- 5.23% |
$11.2K - $12.4K
|
3.51K
$229K
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-192- 1.51% |
$11.1K - $12.3K
|
12.5K
$814K
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-191- 2.1% |
$11K - $12.2K
|
8.88K
$578K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 3.28% |
$10K - $11.1K
|
5.14K
$334K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 42.97% |
$9.5K - $10.6K
|
219
$14.2K
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-161- 3.09% |
$9.27K - $10.3K
|
5.06K
$329K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-150- 80.21% |
$8.63K - $9.6K
|
37
$2.41K
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-146- 1.3% |
$8.4K - $9.34K
|
11.1K
$722K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-142- 1.66% |
$8.17K - $9.09K
|
8.42K
$548K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-141- 2.67% |
$8.12K - $9.02K
|
5.13K
$334K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 0.41% |
$7.31K - $8.13K
|
30.6K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-124- 1.28% |
$7.14K - $7.94K
|
9.54K
$620K
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-116- 0.62% |
$6.68K - $7.42K
|
18.6K
$1.21M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-116- 0.88% |
$6.68K - $7.42K
|
13K
$846K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-97- 1.09% |
$5.58K - $6.21K
|
8.81K
$573K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-63- 0.52% |
$3.63K - $4.03K
|
12.1K
$789K
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-51- 0.51% |
$2.94K - $3.26K
|
9.96K
$648K
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.91% |
$2.94K - $3.26K
|
5.58K
$363K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-48- 1.08% |
$2.76K - $3.07K
|
4.38K
$285K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46- 50.0% |
$2.65K - $2.94K
|
46
$2.99K
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-39- 0.8% |
$2.24K - $2.5K
|
4.86K
$316K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-37- 0.53% |
$2.13K - $2.37K
|
6.92K
$450K
|