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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-205Closed |
$11.8K - $13.1K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-206- 1.95% |
$11.9K - $13.2K
|
10.4K
$635K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-211- 1.24% |
$12.1K - $13.5K
|
16.8K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-230- 3.92% |
$13.2K - $14.7K
|
5.63K
$345K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-234- 2.21% |
$13.5K - $15K
|
10.4K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-235- 2.83% |
$13.5K - $15K
|
8.06K
$494K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-270- 5.26% |
$15.5K - $17.3K
|
4.86K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-270- 0.29% |
$15.5K - $17.3K
|
91.4K
$5.6M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-308- 50.24% |
$17.7K - $19.7K
|
305
$18.7K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-333- 2.61% |
$19.2K - $21.3K
|
12.4K
$762K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-348- 34.49% |
$20K - $22.3K
|
661
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-353- 7.41% |
$20.3K - $22.6K
|
4.41K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-359- 2.28% |
$20.7K - $23K
|
15.4K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-376- 1.11% |
$21.6K - $24.1K
|
33.4K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-391- 8.77% |
$22.5K - $25K
|
4.07K
$249K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-402- 5.31% |
$23.1K - $25.7K
|
7.17K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-455- 24.23% |
$26.2K - $29.1K
|
1.42K
$87.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-463- 4.59% |
$26.7K - $29.6K
|
9.63K
$589K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-500- 6.23% |
$28.8K - $32K
|
7.53K
$461K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-512- 0.42% |
$29.5K - $32.8K
|
120K
$7.35M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-517- 1.57% |
$29.8K - $33.1K
|
32.4K
$1.99M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-528- 3.63% |
$30.4K - $33.8K
|
14K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-541- 6.61% |
$31.1K - $34.6K
|
7.64K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-583- 5.01% |
$33.6K - $37.3K
|
11.1K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-641- 10.36% |
$36.9K - $41K
|
5.55K
$340K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-700- 8.1% |
$40.3K - $44.8K
|
7.94K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-760- 8.56% |
$43.7K - $48.6K
|
8.12K
$497K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-770- 7.47% |
$44.3K - $49.3K
|
9.54K
$584K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-789- 14.45% |
$45.4K - $50.5K
|
4.67K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-816- 4.32% |
$47K - $52.2K
|
18.1K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-966- 4.6% |
$55.6K - $61.8K
|
20K
$1.23M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.12K- 11.28% |
$64.2K - $71.4K
|
8.77K
$537K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-1.14K- 17.03% |
$65.4K - $72.8K
|
5.54K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.14K- 13.07% |
$65.5K - $72.8K
|
7.57K
$464K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.3K- 67.94% |
$74.7K - $83K
|
612
$37.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.31K- 0.53% |
$75.2K - $83.6K
|
247K
$15.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 2.03% |
$85.2K - $94.7K
|
71.6K
$4.38M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 3.12% |
$87.8K - $97.7K
|
47.5K
$2.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.74K- 8.28% |
$99.9K - $111K
|
19.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.92K- 11.65% |
$110K - $123K
|
14.5K
$891K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.04K- 25.73% |
$117K - $130K
|
5.89K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-2.1K- 22.36% |
$121K - $135K
|
7.3K
$447K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.22K- 32.93% |
$128K - $142K
|
4.53K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.64K- 6.05% |
$152K - $169K
|
40.9K
$2.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 1.97% |
$156K - $174K
|
135K
$8.28M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.9K- 3.33% |
$167K - $186K
|
84.2K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.45K- 1.62% |
$199K - $221K
|
210K
$12.8M
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
SELL
|
- |
-3.65K- 29.32% |
$210K - $234K
|
8.8K
$539K
|
|
|
May 07, 2025
Q1 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.67K- 7.41% |
$211K - $235K
|
45.8K
$2.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.06K- 13.43% |
$234K - $260K
|
26.2K
$1.6M
|