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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.27K- 5.53% |
$116K - $132K
|
38.7K
$2.52M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.63K- 3.66% |
$83.4K - $95.1K
|
42.8K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-327- 98.49% |
$16.8K - $19.1K
|
5
$325
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-583- 8.65% |
$29.1K - $33K
|
6.16K
$400K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03K- 10.62% |
$333K - $392K
|
59.1K
$3.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.88K- 23.3% |
$184K - $217K
|
12.8K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.1K- 20.07% |
$52.2K - $61.3K
|
4.38K
$285K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 11.77% |
$48.7K - $57.3K
|
7.7K
$501K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-571- 1.35% |
$27.1K - $31.8K
|
41.8K
$2.72M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-441- 8.93% |
$20.9K - $24.6K
|
4.5K
$292K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 4.35% |
$47.4 - $55.8
|
22
$1.43K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.4K- 2.11% |
$849K - $999K
|
898K
$58.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.22K- 90.33% |
$141K - $166K
|
345
$22.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.77K- 17.09% |
$121K - $143K
|
13.4K
$875K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.31K- 27.65% |
$101K - $119K
|
6.05K
$394K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-628- 10.33% |
$27.5K - $32.3K
|
5.45K
$354K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 50.92% |
$8.49K - $9.99K
|
187
$12.2K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4.5K- 15.04% |
$201K - $244K
|
25.4K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-109- 3.76% |
$4.86K - $5.91K
|
2.79K
$181K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$134 - $163
|
4.91K
$319K
|
|
| 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
|
|
|
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
$510K
|
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500Closed |
$23K - $30.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 9.74% |
$23K - $30.1K
|
4.64K
$302K
|
|
|
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
$52.2K
|
|
|
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
$294K
|
|
|
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
$1.43K
|
|
| Q1 2022 | |||||||
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-594KClosed |
$31.7M - $39.5M
|
0
$0
|
|