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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.22K- 90.33% |
$141K - $166K
|
345
$20.4K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.77K- 17.09% |
$121K - $143K
|
13.4K
$797K
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.31K- 27.65% |
$101K - $119K
|
6.05K
$359K
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-628- 10.33% |
$27.5K - $32.3K
|
5.45K
$323K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 50.92% |
$8.49K - $9.99K
|
187
$11.1K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4.5K- 15.04% |
$201K - $244K
|
25.4K
$1.51M
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-109- 3.76% |
$4.86K - $5.91K
|
2.79K
$165K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$134 - $163
|
4.91K
$291K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-341KClosed |
$15.7M - $20.5M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-337KClosed |
$15.5M - $20.3M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-41.4KClosed |
$1.9M - $2.49M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.9KClosed |
$1.47M - $1.92M
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-18.9KClosed |
$868K - $1.14M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.8KClosed |
$544K - $713K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
New Capital Management LP
|
SELL
|
- |
-11.3KClosed |
$519K - $680K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-11.3KClosed |
$518K - $678K
|
0
$0
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-9.68KClosed |
$444K - $582K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.09KClosed |
$372K - $487K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-7.12KClosed |
$327K - $428K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.85KClosed |
$269K - $352K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-3.91KClosed |
$180K - $235K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-3.91KClosed |
$179K - $235K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.73KClosed |
$171K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-3.56KClosed |
$164K - $214K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.51KClosed |
$69.4K - $91K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.1KClosed |
$50.5K - $66.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-835Closed |
$38.3K - $50.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-645- 7.6% |
$29.6K - $38.8K
|
7.84K
$465K
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 9.74% |
$23K - $30.1K
|
4.64K
$275K
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500Closed |
$23K - $30.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-413Closed |
$19K - $24.9K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-365- 31.25% |
$16.8K - $22K
|
803
$47.6K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-146Closed |
$6.7K - $8.78K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-86Closed |
$3.95K - $5.17K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-79- 1.72% |
$3.63K - $4.75K
|
4.53K
$268K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-45Closed |
$2.07K - $2.71K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Crestmont Private Wealth LLC
|
SELL
|
- |
-37Closed |
$1.7K - $2.23K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4- 15.38% |
$184 - $241
|
22
$1.3K
|
|
Q1 2022 | |||||||
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-594KClosed |
$31.7M - $39.5M
|
0
$0
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-276KClosed |
$14.7M - $18.3M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82.2KClosed |
$4.38M - $5.46M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-17.2KClosed |
$918K - $1.14M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-15.2KClosed |
$812K - $1.01M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.16KClosed |
$489K - $608K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-5.19KClosed |
$277K - $344K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.98KClosed |
$266K - $331K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.59KClosed |
$245K - $305K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-3.41KClosed |
$182K - $227K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.39KClosed |
$181K - $225K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-3.24KClosed |
$173K - $215K
|
0
$0
|