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 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-28- 0.68% |
$1.61K - $1.79K
|
4.1K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27- 3.47% |
$1.55K - $1.73K
|
750
$48.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.21% |
$460 - $512
|
3.86K
$251K
|
|
| Q4 2024 | |||||||
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-336K- 90.53% |
$19.7M - $21.1M
|
35.2K
$2.29M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.68K- 7.99% |
$216K - $231K
|
42.3K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 98.75% |
$60.3K - $64.5K
|
13
$846
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-781- 72.25% |
$45.8K - $49K
|
300
$19.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-727- 6.76% |
$42.7K - $45.6K
|
10K
$652K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-570- 5.92% |
$33.5K - $35.8K
|
9.05K
$589K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-421- 30.07% |
$24.7K - $26.4K
|
979
$63.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-330- 6.69% |
$19.4K - $20.7K
|
4.6K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 34.87% |
$14.7K - $15.7K
|
467
$30.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-29- 63.04% |
$1.7K - $1.82K
|
17
$1.11K
|
|
| Q3 2024 | |||||||
|
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
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-14.3K- 80.56% |
$778K - $879K
|
3.45K
$224K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.51K- 51.46% |
$246K - $278K
|
4.25K
$277K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.95K- 41.67% |
$161K - $182K
|
4.13K
$269K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.84K- 93.22% |
$155K - $175K
|
207
$13.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-1.06K- 0.56% |
$57.9K - $65.4K
|
189K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-964- 15.55% |
$52.5K - $59.4K
|
5.23K
$340K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-800- 83.95% |
$43.6K - $49.3K
|
153
$9.95K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-527- 6.46% |
$28.7K - $32.5K
|
7.63K
$497K
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-401- 39.2% |
$21.9K - $24.7K
|
622
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-30- 3.29% |
$1.64K - $1.85K
|
882
$57.4K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.17K- 34.33% |
$172K - $189K
|
6.06K
$394K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-2.62K- 86.74% |
$142K - $156K
|
400
$26K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.69K- 13.46% |
$91.8K - $101K
|
10.8K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 17.47% |
$65.9K - $72.3K
|
5.72K
$372K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-750- 83.33% |
$40.8K - $44.8K
|
150
$9.76K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-340- 7.1% |
$18.5K - $20.3K
|
4.45K
$290K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-294- 41.23% |
$16K - $17.6K
|
419
$27.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-210- 11.37% |
$11.4K - $12.5K
|
1.64K
$106K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 4.52% |
$10.1K - $11K
|
3.91K
$254K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.8K- 55.52% |
$667K - $720K
|
9.45K
$615K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.52K- 47.4% |
$199K - $215K
|
3.91K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 93.81% |
$93.3K - $101K
|
109
$7.09K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-279- 6.18% |
$15.8K - $17K
|
4.24K
$276K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-143Closed |
$8.09K - $8.73K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115- 3.1% |
$6.5K - $7.02K
|
3.6K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 19.47% |
$4.98K - $5.37K
|
364
$23.7K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 0.4% |
$1.64K - $1.77K
|
7.22K
$469K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.37% |
$848 - $915
|
4.01K
$261K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.23K- 94.58% |
$252K - $316K
|
300
$19.5K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.92K- 13.76% |
$189K - $237K
|
24.6K
$1.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.78K- 50.01% |
$85.6K - $107K
|
1.77K
$115K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.37K- 38.82% |
$65.8K - $82.5K
|
2.15K
$140K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.24K- 39.76% |
$59.7K - $74.9K
|
1.88K
$122K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-760- 17.4% |
$36.6K - $45.9K
|
3.61K
$235K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-41- 0.9% |
$1.98K - $2.48K
|
4.51K
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-8- 18.6% |
$386 - $483
|
35
$2.28K
|
|