Latest Institutional Sells of Ishares Tr Exponential Technol (XT)
This list provides information on the latest institutional transactions involving Ishares Tr Exponential Technol (XT) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.21K- 17.47% |
$65.9K - $72.3K
|
5.72K
$314K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-750- 83.33% |
$40.8K - $44.8K
|
150
$8.25K
|
|
|
Jul 19, 2024
Q2 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-340- 7.1% |
$18.5K - $20.3K
|
4.45K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-294- 41.23% |
$16K - $17.6K
|
419
$23K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-223- 22.3% |
$12.1K - $13.3K
|
777
$42.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-210- 11.37% |
$11.4K - $12.5K
|
1.64K
$90K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 4.52% |
$10.1K - $11K
|
3.91K
$215K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-167- 1.35% |
$9.09K - $9.97K
|
12.2K
$670K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 5.11% |
$490 - $537
|
167
$9.18K
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-11.8K- 55.52% |
$667K - $720K
|
9.45K
$520K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.52K- 47.4% |
$199K - $215K
|
3.91K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65K- 93.81% |
$93.3K - $101K
|
109
$5.99K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-279- 6.18% |
$15.8K - $17K
|
4.24K
$233K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-143Closed |
$8.09K - $8.73K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-115- 3.1% |
$6.5K - $7.02K
|
3.6K
$198K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-88- 19.47% |
$4.98K - $5.37K
|
364
$20K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-29- 0.4% |
$1.64K - $1.77K
|
7.22K
$397K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15- 0.37% |
$848 - $915
|
4.01K
$220K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.23K- 94.58% |
$252K - $316K
|
300
$16.5K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.92K- 13.76% |
$189K - $237K
|
24.6K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.78K- 50.01% |
$85.6K - $107K
|
1.77K
$97.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.37K- 38.82% |
$65.8K - $82.5K
|
2.15K
$118K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.24K- 39.76% |
$59.7K - $74.9K
|
1.88K
$103K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-760- 17.4% |
$36.6K - $45.9K
|
3.61K
$198K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-662- 13.12% |
$31.9K - $40K
|
4.39K
$241K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-41- 0.9% |
$1.98K - $2.48K
|
4.51K
$248K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-8- 18.6% |
$386 - $483
|
35
$1.92K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.27K- 5.53% |
$116K - $132K
|
38.7K
$2.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.63K- 3.66% |
$83.4K - $95.1K
|
42.8K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-327- 98.49% |
$16.8K - $19.1K
|
5
$275
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-583- 8.65% |
$29.1K - $33K
|
6.16K
$338K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-7.03K- 10.62% |
$333K - $392K
|
59.1K
$3.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.88K- 23.3% |
$184K - $217K
|
12.8K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.1K- 20.07% |
$52.2K - $61.3K
|
4.38K
$241K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-1.03K- 11.77% |
$48.7K - $57.3K
|
7.7K
$423K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-571- 1.35% |
$27.1K - $31.8K
|
41.8K
$2.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-441- 8.93% |
$20.9K - $24.6K
|
4.5K
$247K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 4.35% |
$47.4 - $55.8
|
22
$1.21K
|
|
| Q4 2022 | |||||||
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-19.4K- 2.11% |
$849K - $999K
|
898K
$49.4M
|
|
|
Jan 31, 2024
Q4 2022
|
Check Capital Management Inc
|
SELL
|
- |
-4.05K- 32.53% |
$177K - $208K
|
8.4K
$462K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.22K- 90.33% |
$141K - $166K
|
345
$19K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.77K- 17.09% |
$121K - $143K
|
13.4K
$739K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.31K- 27.65% |
$101K - $119K
|
6.05K
$333K
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-628- 10.33% |
$27.5K - $32.3K
|
5.45K
$300K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-194- 50.92% |
$8.49K - $9.99K
|
187
$10.3K
|
|
| Q3 2022 | |||||||
|
Oct 18, 2022
Q3 2022
|
Mathes Company, Inc.
|
SELL
|
- |
-4.5K- 15.04% |
$201K - $244K
|
25.4K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-109- 3.76% |
$4.86K - $5.91K
|
2.79K
$153K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3- 0.06% |
$134 - $163
|
4.91K
$270K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-341KClosed |
$15.7M - $20.5M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-337KClosed |
$15.5M - $20.3M
|
0
$0
|
|