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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
54New |
$2.56K - $3.01K
|
54
$3.2K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10.3KNew |
$451K - $531K
|
10.3K
$611K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.24KNew |
$186K - $218K
|
4.24K
$252K
|
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.58K+ 6.64% |
$69.2K - $81.4K
|
25.4K
$1.51M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
640New |
$28K - $32.9K
|
640
$38K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
423New |
$18.5K - $21.8K
|
423
$25.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
263New |
$11.5K - $13.5K
|
263
$15.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
200New |
$8.75K - $10.3K
|
200
$11.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
194New |
$8.49K - $9.99K
|
194
$11.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
38+ 0.67% |
$1.66K - $1.96K
|
5.71K
$339K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
29New |
$1.27K - $1.49K
|
29
$1.72K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
24New |
$1.05K - $1.24K
|
24
$1.42K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
4New |
$175 - $206
|
4
$237
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 0.38% |
$43.8 - $51.5
|
262
$15.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1+ 0.98% |
$43.8 - $51.5
|
103
$6.11K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
11.4KNew |
$506K - $616K
|
11.4K
$674K
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.71KNew |
$388K - $473K
|
8.71K
$517K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.48KNew |
$65.8K - $80.1K
|
1.48K
$87.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
390+ 0.32% |
$17.4K - $21.2K
|
124K
$7.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
229New |
$10.2K - $12.4K
|
229
$13.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
111New |
$4.95K - $6.02K
|
111
$6.58K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
24+ 0.19% |
$1.07K - $1.3K
|
12.6K
$747K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
24New |
$1.07K - $1.3K
|
24
$1.42K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6KNew |
$275K - $361K
|
6K
$356K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
4.24KNew |
$195K - $255K
|
4.24K
$251K
|
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
BUY
|
- |
3.41K+ 30.27% |
$156K - $205K
|
14.7K
$869K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.7KNew |
$78K - $102K
|
1.7K
$101K
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.3K+ 20.32% |
$59.8K - $78.4K
|
7.71K
$458K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$55.1K - $72.2K
|
1.2K
$71.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
1K+ 27.36% |
$45.9K - $60.2K
|
4.66K
$276K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
616New |
$28.3K - $37.1K
|
616
$36.5K
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
300New |
$13.8K - $18.1K
|
300
$17.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
194+ 4.72% |
$8.91K - $11.7K
|
4.3K
$255K
|
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
136New |
$6.24K - $8.18K
|
136
$8.07K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
125New |
$5.74K - $7.52K
|
125
$7.42K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
75New |
$3.44K - $4.51K
|
75
$4.45K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.5KNew |
$2.86M - $3.56M
|
53.5K
$3.18M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
15.2KNew |
$809K - $1.01M
|
15.2K
$900K
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
7.09KNew |
$378K - $471K
|
7.09K
$420K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
479New |
$25.5K - $31.8K
|
479
$28.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
406New |
$21.7K - $27K
|
406
$24.1K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
349+ 32.83% |
$18.6K - $23.2K
|
1.41K
$83.8K
|
|
| Q4 2021 | |||||||
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
15KNew |
$928K - $1.01M
|
15K
$892K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.6KNew |
$98.5K - $107K
|
1.6K
$94.6K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
515New |
$31.8K - $34.7K
|
515
$30.5K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
400New |
$24.7K - $26.9K
|
400
$23.7K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
259New |
$16K - $17.4K
|
259
$15.4K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140New |
$8.65K - $9.42K
|
140
$8.3K
|
|
| Q3 2021 | |||||||
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
4.09KNew |
$253K - $272K
|
4.09K
$243K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.99KNew |
$123K - $132K
|
1.99K
$118K
|
|