Purchases and Sales Made in Q4 2024 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR EXPONENTIAL TECHNOL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46New |
$2.7K - $2.89K
|
46
$2.75K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
39+ 1.03% |
$2.29K - $2.45K
|
3.83K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
38+ 0.78% |
$2.23K - $2.38K
|
4.89K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
34+ 0.36% |
$2K - $2.13K
|
9.45K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.77% |
$1.94K - $2.07K
|
4.31K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
22+ 0.31% |
$1.29K - $1.38K
|
7.09K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
14+ 0.35% |
$822 - $878
|
3.96K
$237K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.37% |
$763 - $815
|
3.54K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
5New |
$294 - $314
|
5
$299
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
6.19K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$58.7 - $62.7
|
4.21K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$58.7 - $62.7
|
15.4K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 1.0% |
$58.7 - $62.7
|
101
$6.05K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$58.7 - $62.7
|
11.1K
$665K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7- 0.07% |
$411 - $439
|
10.1K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-19- 0.39% |
$1.12K - $1.19K
|
4.9K
$293K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-29- 63.04% |
$1.7K - $1.82K
|
17
$1.02K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-31- 0.54% |
$1.82K - $1.94K
|
5.7K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.9% |
$2.99K - $3.2K
|
5.63K
$337K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-66- 3.34% |
$3.87K - $4.14K
|
1.91K
$114K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-70- 0.68% |
$4.11K - $4.39K
|
10.2K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-71- 8.27% |
$4.17K - $4.45K
|
788
$47.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-92- 0.91% |
$5.4K - $5.77K
|
10K
$599K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-94- 31.44% |
$5.52K - $5.9K
|
205
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-102- 1.39% |
$5.99K - $6.4K
|
7.21K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-120- 0.39% |
$7.04K - $7.53K
|
30.7K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-130- 1.21% |
$7.63K - $8.15K
|
10.6K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-174- 3.67% |
$10.2K - $10.9K
|
4.57K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-174- 2.36% |
$10.2K - $10.9K
|
7.19K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-245- 5.6% |
$14.4K - $15.4K
|
4.13K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-250- 34.87% |
$14.7K - $15.7K
|
467
$28K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-280- 2.82% |
$16.4K - $17.6K
|
9.66K
$579K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-316- 6.66% |
$18.5K - $19.8K
|
4.43K
$265K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-322- 5.21% |
$18.9K - $20.2K
|
5.86K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-330- 6.69% |
$19.4K - $20.7K
|
4.6K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-334- 6.55% |
$19.6K - $20.9K
|
4.76K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-342- 4.87% |
$20.1K - $21.5K
|
6.68K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-355- 1.67% |
$20.8K - $22.3K
|
21K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-360- 4.47% |
$21.1K - $22.6K
|
7.69K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-371- 6.64% |
$21.8K - $23.3K
|
5.22K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-412- 2.7% |
$24.2K - $25.8K
|
14.9K
$890K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-421- 30.07% |
$24.7K - $26.4K
|
979
$58.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-500- 8.66% |
$29.4K - $31.4K
|
5.27K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-552- 9.71% |
$32.4K - $34.6K
|
5.13K
$307K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-556- 3.68% |
$32.6K - $34.9K
|
14.5K
$871K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-561- 0.61% |
$32.9K - $35.2K
|
91.7K
$5.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-570- 5.92% |
$33.5K - $35.8K
|
9.05K
$542K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-579- 6.9% |
$34K - $36.3K
|
7.82K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-606- 16.42% |
$35.6K - $38K
|
3.09K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-641- 51.12% |
$37.6K - $40.2K
|
613
$36.7K
|