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 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-4.07K- 22.86% |
$234K - $261K
|
13.7K
$842K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.33K- 2.59% |
$249K - $277K
|
163K
$9.98M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.08K- 28.23% |
$292K - $325K
|
12.9K
$791K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-5.27K- 2.54% |
$303K - $337K
|
202K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.39K- 14.8% |
$310K - $345K
|
31.1K
$1.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-7.66K- 21.38% |
$441K - $490K
|
28.2K
$1.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-8.02K- 6.7% |
$461K - $513K
|
112K
$6.84M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.26K- 55.56% |
$476K - $529K
|
6.61K
$405K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-8.53K- 4.08% |
$491K - $546K
|
200K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-9.39K- 8.19% |
$541K - $601K
|
105K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9.54K- 25.19% |
$549K - $611K
|
28.3K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15K- 9.03% |
$863K - $959K
|
151K
$9.25M
|
|
|
May 01, 2025
Q1 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-16K- 64.89% |
$924K - $1.03M
|
8.68K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.6K- 49.43% |
$954K - $1.06M
|
17K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 81.51% |
$967K - $1.08M
|
3.81K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-24.3K- 93.91% |
$1.4M - $1.55M
|
1.58K
$96.4K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.2K- 10.67% |
$1.45M - $1.61M
|
211K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.4K- 59.49% |
$1.58M - $1.75M
|
18.6K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-28K- 91.51% |
$1.61M - $1.79M
|
2.6K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-29.4K- 29.75% |
$1.69M - $1.88M
|
69.5K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-29.7K- 72.35% |
$1.71M - $1.9M
|
11.3K
$694K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.2K- 92.17% |
$2.37M - $2.64M
|
3.5K
$214K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-97.1K- 85.96% |
$5.59M - $6.21M
|
15.8K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-103K- 27.92% |
$5.91M - $6.57M
|
265K
$16.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-106K- 28.76% |
$6.12M - $6.8M
|
263K
$16.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-206K- 37.15% |
$11.9M - $13.2M
|
348K
$21.3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-370K- 1.07% |
$21.3M - $23.7M
|
34.3M
$2.1B
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-418K- 58.46% |
$24M - $26.7M
|
297K
$18.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.4M- 98.9% |
$253M - $281M
|
49K
$3M
|