Purchases and Sales Made in Q2 2025 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.62K+ 8.03% |
$80.6K - $106K
|
21.7K
$1.58M
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.2KNew |
$59.8K - $78.3K
|
1.2K
$87.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.18K+ 1.29% |
$58.7K - $76.9K
|
92.3K
$6.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.14K+ 14.08% |
$56.9K - $74.5K
|
9.25K
$674K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
1.09K+ 6.2% |
$54.1K - $70.9K
|
18.6K
$1.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.01K+ 9.74% |
$50.4K - $66K
|
11.4K
$830K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
969+ 0.56% |
$48.3K - $63.2K
|
173K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
780New |
$38.9K - $50.9K
|
780
$56.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
750New |
$37.4K - $48.9K
|
750
$54.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
671+ 4.79% |
$33.5K - $43.8K
|
14.7K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
613+ 4.9% |
$30.6K - $40K
|
13.1K
$957K
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
609+ 8.2% |
$30.4K - $39.7K
|
8.03K
$585K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
549New |
$27.4K - $35.8K
|
549
$40K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
385New |
$19.2K - $25.1K
|
385
$28.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
360New |
$17.9K - $23.5K
|
360
$26.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
305New |
$15.2K - $19.9K
|
305
$22.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
200+ 0.3% |
$9.97K - $13.1K
|
67.5K
$4.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
157New |
$7.83K - $10.2K
|
157
$11.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
155+ 2.56% |
$7.73K - $10.1K
|
6.21K
$452K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
150New |
$7.48K - $9.79K
|
150
$10.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
145+ 0.89% |
$7.23K - $9.46K
|
16.5K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
109+ 0.57% |
$5.43K - $7.11K
|
19.3K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
100New |
$4.99K - $6.53K
|
100
$7.29K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 4.95% |
$4.09K - $5.35K
|
1.74K
$127K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
78New |
$3.89K - $5.09K
|
78
$5.68K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50New |
$2.49K - $3.26K
|
50
$3.64K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46+ 0.66% |
$2.29K - $3K
|
6.97K
$508K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
39+ 0.8% |
$1.94K - $2.54K
|
4.9K
$357K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
38New |
$1.89K - $2.48K
|
38
$2.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33+ 0.8% |
$1.65K - $2.15K
|
4.13K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.4% |
$1.5K - $1.96K
|
7.56K
$551K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30+ 0.13% |
$1.5K - $1.96K
|
22.4K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
28+ 0.39% |
$1.4K - $1.83K
|
7.12K
$519K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
15New |
$748 - $979
|
15
$1.09K
|
|
|
Jul 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15+ 0.27% |
$748 - $979
|
5.55K
$405K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
6+ 0.14% |
$299 - $392
|
4.39K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5+ 0.05% |
$249 - $326
|
9.56K
$697K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$150 - $196
|
5.7K
$416K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2New |
$99.7 - $131
|
2
$146
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2+ 0.35% |
$99.7 - $131
|
575
$41.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.3% |
$99.7 - $131
|
676
$49.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.07% |
$49.9 - $65.3
|
1.42K
$104K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$49.9 - $65.3
|
4.21K
$307K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-7- 4.19% |
$349 - $457
|
160
$11.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-13- 0.36% |
$648 - $848
|
3.64K
$265K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-17- 1.08% |
$848 - $1.11K
|
1.56K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 51.35% |
$947 - $1.24K
|
18
$1.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-48- 0.35% |
$2.39K - $3.13K
|
13.7K
$998K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-54- 0.65% |
$2.69K - $3.52K
|
8.22K
$599K
|