Latest Institutional Transactions on Ishares Tr Exponential Technol (XT)
This table provides information on the latest institutional transactions involving Ishares Tr Exponential Technol (XT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-291- 3.81% |
$20.8K - $22K
|
7.35K
$542K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$7.36K - $7.77K
|
103
$7.59K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.4% |
$1.72K - $1.81K
|
5.91K
$436K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.05K+ 37.51% |
$75K - $79.2K
|
3.85K
$284K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.95K+ 5.21% |
$353K - $373K
|
99.8K
$7.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$306K - $323K
|
4.28K
$315K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
281+ 6.98% |
$20.1K - $21.2K
|
4.3K
$317K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-284- 2.36% |
$20.3K - $21.4K
|
11.7K
$865K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.94K+ 2.4% |
$424K - $448K
|
253K
$18.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-666- 2.09% |
$47.6K - $50.3K
|
31.2K
$2.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20- 35.71% |
$1.43K - $1.51K
|
36
$2.65K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
185+ 78.72% |
$13.2K - $14K
|
420
$31K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
209+ 2.9% |
$14.9K - $15.8K
|
7.41K
$546K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.07% |
$4.57K - $4.83K
|
91.1K
$6.71M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
288+ 5.62% |
$20.6K - $21.7K
|
5.42K
$399K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.04% |
$357 - $377
|
11.3K
$831K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
115+ 0.75% |
$8.22K - $8.68K
|
15.5K
$1.14M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133K- 76.35% |
$9.54M - $10.1M
|
41.4K
$3.05M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-455- 3.94% |
$32.5K - $34.3K
|
11.1K
$817K
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-152- 4.59% |
$10.9K - $11.5K
|
3.16K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
1.49K+ 34.53% |
$106K - $112K
|
5.79K
$426K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
221+ 4.8% |
$14.4K - $15.9K
|
4.83K
$356K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.35K+ 94.73% |
$87.7K - $97.1K
|
2.77K
$204K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
191+ 25.07% |
$12.4K - $13.7K
|
953
$70.2K
|
|
|
Dec 01, 2025
Q3 2025
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
6.11KNew |
$397K - $440K
|
6.11K
$450K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-951- 27.06% |
$61.9K - $68.4K
|
2.56K
$189K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
15New |
$976 - $1.08K
|
15
$1.11K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
701+ 7.83% |
$45.6K - $50.5K
|
9.66K
$712K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31+ 15.5% |
$2.02K - $2.23K
|
231
$17K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.75KNew |
$114K - $126K
|
1.75K
$129K
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.45M- 4.19% |
$94.4M - $105M
|
33.2M
$2.44B
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
254+ 3.16% |
$16.5K - $18.3K
|
8.29K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 38.89% |
$455 - $504
|
11
$811
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26K- 4.05% |
$1.69M - $1.87M
|
616K
$45.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
74.1KNew |
$4.82M - $5.33M
|
74.1K
$5.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.28KNew |
$539K - $596K
|
8.28K
$611K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-796- 14.57% |
$51.8K - $57.3K
|
4.67K
$344K
|
|
|
Nov 14, 2025
Q3 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-1.29K- 4.91% |
$83.6K - $92.5K
|
24.9K
$1.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21K+ 5.57% |
$78.7K - $87.1K
|
23K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5.2KNew |
$338K - $374K
|
5.2K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
32.1KNew |
$2.09M - $2.31M
|
32.1K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.85KNew |
$251K - $277K
|
3.85K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.47K- 3.82% |
$95.7K - $106K
|
37.1K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
60.2KNew |
$3.92M - $4.33M
|
60.2K
$4.44M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.19K+ 14.29% |
$403K - $446K
|
49.5K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
3.27KNew |
$212K - $235K
|
3.27K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-270- 1.87% |
$17.6K - $19.4K
|
14.2K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
14.7K+ 13.17% |
$957K - $1.06M
|
126K
$9.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
882+ 5.4% |
$57.4K - $63.5K
|
17.2K
$1.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.17K+ 102.66% |
$401K - $444K
|
12.2K
$897K
|
|