Purchases and Sales Made in Q1 2025 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
44.2KNew |
$2.54M - $2.83M
|
44.2K
$2.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
23.4KNew |
$1.35M - $1.5M
|
23.4K
$1.27M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 6.16% |
$575K - $640K
|
172K
$9.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.27KNew |
$361K - $401K
|
6.27K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.88K+ 3.57% |
$166K - $184K
|
83.5K
$4.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 46.65% |
$144K - $161K
|
7.89K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.17K+ 2.44% |
$125K - $139K
|
91.1K
$4.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
573New |
$33K - $36.7K
|
573
$31.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
565+ 7.33% |
$32.5K - $36.2K
|
8.28K
$450K
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
450+ 7.97% |
$25.9K - $28.8K
|
6.1K
$331K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
441+ 9.03% |
$25.4K - $28.2K
|
5.33K
$290K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
287+ 1.52% |
$16.5K - $18.4K
|
19.2K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
264+ 0.3% |
$15.2K - $16.9K
|
88.3K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55- 0.49% |
$3.17K - $3.52K
|
11.1K
$606K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-63- 0.52% |
$3.63K - $4.03K
|
12.1K
$659K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-116- 0.88% |
$6.68K - $7.42K
|
13K
$707K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-230- 3.92% |
$13.2K - $14.7K
|
5.63K
$306K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-235- 2.83% |
$13.5K - $15K
|
8.06K
$438K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-270- 5.26% |
$15.5K - $17.3K
|
4.86K
$264K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-359- 2.28% |
$20.7K - $23K
|
15.4K
$837K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-376- 1.11% |
$21.6K - $24.1K
|
33.4K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-583- 5.01% |
$33.6K - $37.3K
|
11.1K
$601K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-966- 4.6% |
$55.6K - $61.8K
|
20K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.14K- 17.03% |
$65.4K - $72.8K
|
5.54K
$301K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-2.1K- 22.36% |
$121K - $135K
|
7.3K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.33K- 2.59% |
$249K - $277K
|
163K
$8.86M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7.66K- 21.38% |
$441K - $490K
|
28.2K
$1.53M
|