Latest Institutional Purchases of Ishares Tr Exponential Technol (XT)
This list provides information on the latest institutional transactions involving Ishares Tr Exponential Technol (XT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.98K+ 1.21% |
$116K - $124K
|
166K
$9.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.93K+ 9.99% |
$113K - $121K
|
21.2K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 2.12% |
$107K - $115K
|
88K
$5.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.71K+ 47.56% |
$100K - $107K
|
5.29K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.7K+ 24.16% |
$99.5K - $106K
|
8.71K
$517K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.67K+ 18.7% |
$97.9K - $105K
|
10.6K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.36K+ 10.16% |
$79.9K - $85.4K
|
14.8K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.33K+ 16.41% |
$77.8K - $83.2K
|
9.41K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 2.53% |
$71K - $75.9K
|
49K
$2.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.21K+ 8.76% |
$70.9K - $75.7K
|
15K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.2K+ 0.9% |
$70.3K - $75.1K
|
134K
$7.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.09K+ 9.3% |
$63.8K - $68.2K
|
12.8K
$758K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.08KNew |
$63.2K - $67.5K
|
1.08K
$63.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
992+ 4.62% |
$58.2K - $62.2K
|
22.4K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
966+ 0.6% |
$56.7K - $60.6K
|
162K
$9.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
924+ 12.71% |
$54.2K - $58K
|
8.19K
$486K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
826New |
$48.5K - $51.8K
|
826
$49K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
724+ 62.74% |
$42.5K - $45.4K
|
1.88K
$111K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
708+ 0.89% |
$41.6K - $44.4K
|
80.6K
$4.78M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
700New |
$41.1K - $43.9K
|
700
$41.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
688+ 0.78% |
$40.4K - $43.2K
|
88.9K
$5.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
624+ 12.43% |
$36.6K - $39.1K
|
5.65K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
601+ 7.41% |
$35.3K - $37.7K
|
8.71K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
521+ 7.04% |
$30.6K - $32.7K
|
7.93K
$470K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
500New |
$29.4K - $31.4K
|
500
$29.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
484+ 9.76% |
$28.4K - $30.4K
|
5.45K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
398New |
$23.4K - $25K
|
398
$23.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
384New |
$22.5K - $24.1K
|
384
$22.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
359+ 2.33% |
$21.1K - $22.5K
|
15.7K
$934K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
339+ 6.62% |
$19.9K - $21.3K
|
5.46K
$324K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
324+ 1.57% |
$19K - $20.3K
|
21K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
297+ 41.71% |
$17.4K - $18.6K
|
1.01K
$59.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
194+ 5.52% |
$11.4K - $12.2K
|
3.71K
$220K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
180+ 1.86% |
$10.6K - $11.3K
|
9.85K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 3.05% |
$10.5K - $11.2K
|
6.05K
$359K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
154+ 466.67% |
$9.04K - $9.66K
|
187
$11.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$8.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$8.81K - $9.41K
|
150
$8.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
147+ 0.3% |
$8.63K - $9.22K
|
49.5K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
137+ 1.63% |
$8.04K - $8.59K
|
8.57K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
88+ 2.33% |
$5.17K - $5.52K
|
3.87K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
77+ 0.42% |
$4.52K - $4.83K
|
18.6K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
75New |
$4.4K - $4.7K
|
75
$4.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
73+ 0.56% |
$4.29K - $4.58K
|
13.1K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
72+ 0.07% |
$4.23K - $4.52K
|
98.9K
$5.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69+ 0.16% |
$4.05K - $4.33K
|
42.6K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
54+ 0.34% |
$3.17K - $3.39K
|
16.1K
$957K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
47New |
$2.76K - $2.95K
|
47
$2.79K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46New |
$2.7K - $2.89K
|
46
$2.73K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39+ 1.03% |
$2.29K - $2.45K
|
3.83K
$227K
|