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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 4.95% |
$4.09K - $5.35K
|
1.74K
$128K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.9 - $65.3
|
4.21K
$310K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-62- 1.27% |
$3.09K - $4.05K
|
4.8K
$354K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.05KNew |
$202K - $264K
|
4.05K
$299K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 42.83% |
$9.97K - $13.1K
|
267
$19.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 6.96% |
$106K - $139K
|
28.5K
$2.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.12KNew |
$155K - $203K
|
3.12K
$230K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.14KNew |
$306K - $401K
|
6.14K
$453K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-514- 83.99% |
$25.6K - $33.5K
|
98
$7.22K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-112- 0.06% |
$5.58K - $7.31K
|
200K
$14.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.2KNew |
$59.8K - $78.3K
|
1.2K
$88.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3.09KNew |
$154K - $201K
|
3.09K
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$4.99K - $6.53K
|
100
$7.37K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.3% |
$99.7 - $131
|
676
$49.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.08K- 13.26% |
$53.7K - $70.3K
|
7.05K
$519K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-81- 0.73% |
$4.04K - $5.29K
|
11K
$812K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
38New |
$1.89K - $2.48K
|
38
$2.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
385New |
$19.2K - $25.1K
|
385
$28.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
360New |
$17.9K - $23.5K
|
360
$26.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
3.19KNew |
$159K - $208K
|
3.19K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
3.96KNew |
$197K - $258K
|
3.96K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-402- 4.08% |
$20K - $26.2K
|
9.45K
$697K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28+ 0.39% |
$1.4K - $1.83K
|
7.12K
$525K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.28K- 39.22% |
$363K - $475K
|
11.3K
$832K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.49KNew |
$124K - $163K
|
2.49K
$184K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.76KNew |
$487K - $637K
|
9.76K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
78New |
$3.89K - $5.09K
|
78
$5.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-200- 1.96% |
$9.97K - $13.1K
|
9.99K
$736K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.02KNew |
$201K - $263K
|
4.02K
$297K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$150 - $196
|
5.7K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.4% |
$1.5K - $1.96K
|
7.56K
$558K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$7.48K - $9.79K
|
150
$11.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 4.19% |
$349 - $457
|
160
$11.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
305New |
$15.2K - $19.9K
|
305
$22.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
39+ 0.8% |
$1.94K - $2.54K
|
4.9K
$361K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
3.09KNew |
$154K - $202K
|
3.09K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.02K- 40.0% |
$400K - $523K
|
12K
$886K
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
19KNew |
$948K - $1.24M
|
19K
$1.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.35% |
$99.7 - $131
|
575
$42.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2New |
$99.7 - $131
|
2
$147
|
|
| Q1 2025 | |||||||
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 2.21% |
$13.5K - $15K
|
10.4K
$765K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
38New |
$2.19K - $2.43K
|
38
$2.8K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.39K- 8.19% |
$541K - $601K
|
105K
$7.76M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9KNew |
$1.26M - $1.4M
|
21.9K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27- 3.47% |
$1.55K - $1.73K
|
750
$55.3K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$356K - $396K
|
6.19K
$456K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 42.97% |
$9.5K - $10.6K
|
219
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-308- 50.24% |
$17.7K - $19.7K
|
305
$22.5K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28K- 91.51% |
$1.61M - $1.79M
|
2.6K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28.9KNew |
$1.66M - $1.85M
|
28.9K
$2.13M
|
|