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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-975- 10.83% |
$57.2K - $61.2K
|
8.03K
$500K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.03K- 98.75% |
$60.3K - $64.5K
|
13
$811
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08K- 19.52% |
$63.5K - $67.8K
|
4.46K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.37K- 1.12% |
$80.5K - $86K
|
121K
$7.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.59K- 14.87% |
$93K - $99.4K
|
9.07K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.14K- 10.17% |
$126K - $134K
|
18.9K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.36K- 4.88% |
$139K - $148K
|
46K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.53K- 3.1% |
$149K - $159K
|
79.3K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.3K- 28.72% |
$194K - $207K
|
8.18K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.06K- 3.47% |
$238K - $255K
|
113K
$7.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.4K- 3.55% |
$259K - $276K
|
120K
$7.46M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.31K- 44.05% |
$312K - $333K
|
6.75K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.25K- 0.89% |
$367K - $392K
|
693K
$43.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-7.33K- 39.49% |
$431K - $460K
|
11.2K
$701K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-13.3K- 41.53% |
$782K - $836K
|
18.8K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.3K- 32.75% |
$1.37M - $1.46M
|
47.8K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 12.01% |
$1.99M - $2.12M
|
248K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-46.8K- 18.31% |
$2.75M - $2.94M
|
209K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-67.8K- 32.96% |
$3.98M - $4.25M
|
138K
$8.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-78.3K- 88.65% |
$4.6M - $4.91M
|
10K
$625K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-336K- 90.53% |
$19.7M - $21.1M
|
35.2K
$2.19M
|