Purchases and Sales Made in Q4 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR EXPONENTIAL TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
966+ 0.6% |
$56.7K - $60.6K
|
162K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
924+ 12.71% |
$54.2K - $58K
|
8.19K
$520K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
826New |
$48.5K - $51.8K
|
826
$52.4K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
781+ 260.33% |
$45.8K - $49K
|
1.08K
$68.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
724+ 62.74% |
$42.5K - $45.4K
|
1.88K
$119K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
708+ 0.89% |
$41.6K - $44.4K
|
80.6K
$5.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
688+ 0.78% |
$40.4K - $43.2K
|
88.9K
$5.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
624+ 12.43% |
$36.6K - $39.1K
|
5.65K
$358K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
601+ 7.41% |
$35.3K - $37.7K
|
8.71K
$552K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
521+ 7.04% |
$30.6K - $32.7K
|
7.93K
$503K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
500New |
$29.4K - $31.4K
|
500
$31.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
398New |
$23.4K - $25K
|
398
$25.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
359+ 2.33% |
$21.1K - $22.5K
|
15.7K
$999K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
339+ 6.62% |
$19.9K - $21.3K
|
5.46K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
324+ 1.57% |
$19K - $20.3K
|
21K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
194+ 5.52% |
$11.4K - $12.2K
|
3.71K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180+ 1.86% |
$10.6K - $11.3K
|
9.85K
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 3.05% |
$10.5K - $11.2K
|
6.05K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
154+ 466.67% |
$9.04K - $9.66K
|
187
$11.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$9.51K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
147+ 0.3% |
$8.63K - $9.22K
|
49.5K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 1.63% |
$8.04K - $8.59K
|
8.57K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 2.33% |
$5.17K - $5.52K
|
3.87K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77+ 0.42% |
$4.52K - $4.83K
|
18.6K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$4.76K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
73+ 0.56% |
$4.29K - $4.58K
|
13.1K
$832K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.07% |
$4.23K - $4.52K
|
98.9K
$6.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69+ 0.16% |
$4.05K - $4.33K
|
42.6K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
54+ 0.34% |
$3.17K - $3.39K
|
16.1K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
47New |
$2.76K - $2.95K
|
47
$2.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46New |
$2.7K - $2.89K
|
46
$2.92K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39+ 1.03% |
$2.29K - $2.45K
|
3.83K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38+ 0.78% |
$2.23K - $2.38K
|
4.89K
$310K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
34+ 0.36% |
$2K - $2.13K
|
9.45K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.77% |
$1.94K - $2.07K
|
4.31K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22+ 0.31% |
$1.29K - $1.38K
|
7.09K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14+ 0.35% |
$822 - $878
|
3.96K
$251K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$763 - $815
|
3.54K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$294 - $314
|
5
$317
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$58.7 - $62.7
|
15.4K
$975K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
4.21K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
6.19K
$393K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$58.7 - $62.7
|
11.1K
$705K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.07% |
$411 - $439
|
10.1K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19- 0.39% |
$1.12K - $1.19K
|
4.9K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-29- 63.04% |
$1.7K - $1.82K
|
17
$1.08K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-31- 0.54% |
$1.82K - $1.94K
|
5.7K
$362K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.9% |
$2.99K - $3.2K
|
5.63K
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.34% |
$3.87K - $4.14K
|
1.91K
$121K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-70- 0.68% |
$4.11K - $4.39K
|
10.2K
$645K
|