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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.41M+ 10895.41% |
$254M - $282M
|
4.45M
$272M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
145K+ 946.84% |
$8.34M - $9.27M
|
160K
$9.81M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
142K+ 1734.83% |
$8.18M - $9.1M
|
150K
$9.2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
80.8KNew |
$4.65M - $5.17M
|
80.8K
$4.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
46.2KNew |
$2.66M - $2.95M
|
46.2K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
44.2KNew |
$2.54M - $2.83M
|
44.2K
$2.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.7K+ 5.01% |
$2M - $2.22M
|
728K
$44.6M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
28.9KNew |
$1.66M - $1.85M
|
28.9K
$1.77M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
23.4KNew |
$1.35M - $1.5M
|
23.4K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
21.9K+ 192.32% |
$1.26M - $1.4M
|
33.2K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
21.9KNew |
$1.26M - $1.4M
|
21.9K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
18K+ 179.64% |
$1.04M - $1.15M
|
28K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
16.6KNew |
$953K - $1.06M
|
16.6K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15KNew |
$863K - $960K
|
15K
$918K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.7K+ 62.01% |
$844K - $938K
|
38.3K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
14.1K+ 10.56% |
$812K - $903K
|
148K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
14K+ 55.49% |
$806K - $896K
|
39.2K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mc Ginn Investment Management, Inc.
|
BUY
|
- |
11.3KNew |
$649K - $721K
|
11.3K
$690K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.6K+ 153.27% |
$610K - $678K
|
17.5K
$1.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10K+ 6.16% |
$575K - $640K
|
172K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9K+ 17.27% |
$518K - $576K
|
61.1K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.83KNew |
$451K - $501K
|
7.83K
$479K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.21K+ 2.74% |
$415K - $461K
|
270K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.27KNew |
$361K - $401K
|
6.27K
$384K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.19KNew |
$356K - $396K
|
6.19K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.08K+ 9.92% |
$350K - $389K
|
67.3K
$4.12M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.33KNew |
$307K - $341K
|
5.33K
$326K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.73K+ 5.11% |
$215K - $239K
|
76.7K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
3.66KNew |
$211K - $234K
|
3.66K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.44K+ 8.09% |
$198K - $220K
|
46K
$2.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.25K+ 22.02% |
$187K - $208K
|
18K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.92K+ 3.69% |
$168K - $187K
|
82.2K
$5.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.88K+ 3.57% |
$166K - $184K
|
83.5K
$5.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.86K+ 62.56% |
$164K - $183K
|
7.42K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2.75K+ 50.43% |
$158K - $176K
|
8.19K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.54K+ 35.26% |
$146K - $163K
|
9.75K
$597K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 46.65% |
$144K - $161K
|
7.89K
$483K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2.17K+ 2.44% |
$125K - $139K
|
91.1K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
2.07K+ 1.96% |
$119K - $132K
|
108K
$6.61M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.89K+ 5.54% |
$109K - $121K
|
36K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.42KNew |
$81.7K - $90.9K
|
1.42K
$86.9K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.33K+ 6.29% |
$76.3K - $84.8K
|
22.4K
$1.37M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.23K+ 8.22% |
$70.9K - $78.8K
|
16.2K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 6.45% |
$70.2K - $78K
|
20.1K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.02K+ 4.82% |
$58.9K - $65.5K
|
22.3K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$57.6K - $64K
|
1K
$61.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
867+ 110.03% |
$49.9K - $55.5K
|
1.66K
$101K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
672+ 33600.0% |
$38.7K - $43K
|
674
$41.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
662+ 1.39% |
$38.1K - $42.4K
|
48.4K
$2.97M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
636+ 16.6% |
$36.6K - $40.7K
|
4.47K
$274K
|