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 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
573New |
$33K - $36.7K
|
573
$35.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
565+ 7.33% |
$32.5K - $36.2K
|
8.28K
$507K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
564+ 18.28% |
$32.5K - $36.1K
|
3.65K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
550+ 2.45% |
$31.7K - $35.2K
|
23K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
450+ 7.97% |
$25.9K - $28.8K
|
6.1K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
441+ 9.03% |
$25.4K - $28.2K
|
5.33K
$326K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
332+ 0.47% |
$19.1K - $21.2K
|
70.9K
$4.34M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
289+ 3.7% |
$16.6K - $18.5K
|
8.11K
$496K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
287+ 1.52% |
$16.5K - $18.4K
|
19.2K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
264+ 0.3% |
$15.2K - $16.9K
|
88.3K
$5.41M
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
214+ 1.33% |
$12.3K - $13.7K
|
16.4K
$1M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
160+ 22.86% |
$9.21K - $10.2K
|
860
$52.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
100+ 2.47% |
$5.76K - $6.4K
|
4.14K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
100+ 1.06% |
$5.76K - $6.4K
|
9.55K
$585K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 50.0% |
$5.76K - $6.4K
|
300
$18.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
46+ 100.0% |
$2.65K - $2.94K
|
92
$5.63K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
42New |
$2.42K - $2.69K
|
42
$2.57K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
15+ 0.15% |
$863 - $960
|
10.2K
$624K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1+ 0.03% |
$57.6 - $64
|
3.96K
$243K
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.39% |
$57.6 - $64
|
257
$15.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$57.6 - $64
|
6.05K
$371K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.01% |
$57.6 - $64
|
7.19K
$440K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$57.6 - $64
|
9.85K
$603K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8- 0.21% |
$460 - $512
|
3.86K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-27- 3.47% |
$1.55K - $1.73K
|
750
$45.9K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-28- 0.68% |
$1.61K - $1.79K
|
4.1K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-37- 0.53% |
$2.13K - $2.37K
|
6.92K
$424K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-39- 0.8% |
$2.24K - $2.5K
|
4.86K
$298K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-46- 50.0% |
$2.65K - $2.94K
|
46
$2.82K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-48- 1.08% |
$2.76K - $3.07K
|
4.38K
$268K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.91% |
$2.94K - $3.26K
|
5.58K
$342K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-51- 0.51% |
$2.94K - $3.26K
|
9.96K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-55- 0.49% |
$3.17K - $3.52K
|
11.1K
$683K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-63- 0.52% |
$3.63K - $4.03K
|
12.1K
$742K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-97- 1.09% |
$5.58K - $6.21K
|
8.81K
$539K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-116- 0.62% |
$6.68K - $7.42K
|
18.6K
$1.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-116- 0.88% |
$6.68K - $7.42K
|
13K
$796K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-124- 1.28% |
$7.14K - $7.94K
|
9.54K
$584K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-127- 0.41% |
$7.31K - $8.13K
|
30.6K
$1.87M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-141- 2.67% |
$8.12K - $9.02K
|
5.13K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-142- 1.66% |
$8.17K - $9.09K
|
8.42K
$516K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-146- 1.3% |
$8.4K - $9.34K
|
11.1K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-150- 80.21% |
$8.63K - $9.6K
|
37
$2.27K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-159- 2.07% |
$9.15K - $10.2K
|
7.53K
$461K
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-161- 3.09% |
$9.27K - $10.3K
|
5.06K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-165- 42.97% |
$9.5K - $10.6K
|
219
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-174- 3.28% |
$10K - $11.1K
|
5.14K
$315K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-191- 2.1% |
$11K - $12.2K
|
8.88K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-192- 1.51% |
$11.1K - $12.3K
|
12.5K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-194- 5.23% |
$11.2K - $12.4K
|
3.51K
$215K
|