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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.41K- 2.44% |
$287K - $317K
|
176K
$13M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
683+ 18.78% |
$44.4K - $49.2K
|
4.32K
$318K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
522+ 3.09% |
$34K - $37.6K
|
17.4K
$1.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-447- 8.35% |
$29.1K - $32.2K
|
4.9K
$361K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-769- 19.43% |
$50K - $55.3K
|
3.19K
$235K
|
|
|
Nov 05, 2025
Q3 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-280- 1.7% |
$18.2K - $20.2K
|
16.2K
$1.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
77.8K+ 2492.63% |
$5.06M - $5.6M
|
80.9K
$5.97M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10+ 0.22% |
$650 - $720
|
4.49K
$331K
|
|
|
Nov 04, 2025
Q3 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-76- 0.55% |
$4.94K - $5.47K
|
13.6K
$1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.16K+ 9.13% |
$336K - $371K
|
61.7K
$4.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.15K- 15.09% |
$74.9K - $82.9K
|
6.48K
$478K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.2KNew |
$273K - $303K
|
4.2K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.54K+ 1.86% |
$99.9K - $111K
|
84.1K
$6.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-253- 0.53% |
$16.5K - $18.2K
|
47.3K
$3.49M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-142K- 52.83% |
$9.21M - $10.2M
|
126K
$9.32M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
15.4KNew |
$1M - $1.11M
|
15.4K
$1.13M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-269- 1.76% |
$17.5K - $19.4K
|
15K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-174- 3.44% |
$11.3K - $12.5K
|
4.88K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.5K- 24.65% |
$751K - $831K
|
35.3K
$2.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-917- 21.67% |
$59.6K - $66K
|
3.31K
$244K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
741+ 0.8% |
$48.2K - $53.3K
|
93K
$6.85M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.24K- 2.73% |
$210K - $233K
|
115K
$8.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-3.67K- 45.74% |
$239K - $264K
|
4.36K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.37K- 25.19% |
$154K - $171K
|
7.04K
$519K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
215+ 1.68% |
$14K - $15.5K
|
13K
$961K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
811+ 7.56% |
$52.7K - $58.4K
|
11.5K
$850K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.26K+ 7.29% |
$407K - $451K
|
92.2K
$6.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.28K+ 31.18% |
$83.1K - $91.9K
|
5.37K
$396K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-391- 0.97% |
$25.4K - $28.1K
|
40.1K
$2.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-343- 20.95% |
$22.3K - $24.7K
|
1.29K
$95.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
594+ 2.9% |
$38.6K - $42.8K
|
21.1K
$1.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-117- 13.27% |
$7.61K - $8.42K
|
765
$56.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 56.54% |
$201K - $223K
|
8.58K
$632K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
135+ 1.98% |
$8.78K - $9.72K
|
6.95K
$512K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.3K+ 12.35% |
$149K - $165K
|
20.9K
$1.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
50+ 0.61% |
$3.25K - $3.6K
|
8.27K
$610K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-12.1K- 62.71% |
$788K - $871K
|
7.2K
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-812- 1.11% |
$52.8K - $58.4K
|
72.6K
$5.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
676+ 15.4% |
$44K - $48.7K
|
5.07K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-32- 0.42% |
$2.08K - $2.3K
|
7.64K
$563K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.38K- 13.92% |
$89.6K - $99.1K
|
8.52K
$628K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-244- 3.85% |
$15.9K - $17.6K
|
6.1K
$450K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
500+ 7.12% |
$32.5K - $36K
|
7.53K
$555K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
31+ 15.2% |
$2.02K - $2.23K
|
235
$17.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
219+ 0.32% |
$14.2K - $15.8K
|
67.8K
$4.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-115- 1.47% |
$7.48K - $8.28K
|
7.73K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21+ 0.01% |
$1.37K - $1.51K
|
252K
$18.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
815+ 0.9% |
$53K - $58.7K
|
91.2K
$6.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
6New |
$390 - $432
|
6
$442
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.81K+ 7.85% |
$117K - $130K
|
24.8K
$1.83M
|
|