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 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-60- 2.59% |
$2.99K - $3.92K
|
2.26K
$165K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-62- 1.27% |
$3.09K - $4.05K
|
4.8K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-66- 1.41% |
$3.29K - $4.31K
|
4.61K
$336K
|
|
|
Aug 04, 2025
Q2 2025
|
Redw Wealth LLC
|
SELL
|
- |
-81- 0.73% |
$4.04K - $5.29K
|
11K
$803K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-98- 2.41% |
$4.89K - $6.39K
|
3.97K
$289K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-100- 1.26% |
$4.99K - $6.53K
|
7.84K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 33.33% |
$4.99K - $6.53K
|
200
$14.6K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-112- 0.06% |
$5.58K - $7.31K
|
200K
$14.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-125- 2.44% |
$6.23K - $8.16K
|
5.01K
$365K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-125- 1.3% |
$6.23K - $8.16K
|
9.5K
$692K
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-128- 1.34% |
$6.38K - $8.35K
|
9.41K
$686K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-149- 2.07% |
$7.43K - $9.72K
|
7.04K
$513K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-155- 1.77% |
$7.73K - $10.1K
|
8.62K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-157- 1.92% |
$7.83K - $10.2K
|
8.03K
$585K
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-184- 1.41% |
$9.17K - $12K
|
12.8K
$934K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-187- 3.35% |
$9.32K - $12.2K
|
5.39K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-200- 1.96% |
$9.97K - $13.1K
|
9.99K
$728K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 42.83% |
$9.97K - $13.1K
|
267
$19.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-203- 30.71% |
$10.1K - $13.2K
|
458
$33.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-269- 5.05% |
$13.4K - $17.6K
|
5.06K
$369K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-335- 7.6% |
$16.7K - $21.9K
|
4.08K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-366- 6.5% |
$18.2K - $23.9K
|
5.27K
$384K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-369- 4.58% |
$18.4K - $24.1K
|
7.69K
$561K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-402- 4.08% |
$20K - $26.2K
|
9.45K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-403- 0.44% |
$20.1K - $26.3K
|
91K
$6.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-417- 8.12% |
$20.8K - $27.2K
|
4.72K
$344K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-424- 3.8% |
$21.1K - $27.7K
|
10.7K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-461- 4.63% |
$23K - $30.1K
|
9.5K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-462- 8.67% |
$23K - $30.1K
|
4.87K
$355K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-500- 6.64% |
$24.9K - $32.6K
|
7.03K
$512K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-514- 83.99% |
$25.6K - $33.5K
|
98
$7.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-531- 2.38% |
$26.5K - $34.6K
|
21.7K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-568- 12.55% |
$28.3K - $37.1K
|
3.96K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-609- 1.96% |
$30.4K - $39.7K
|
30.4K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-693- 7.98% |
$34.6K - $45.2K
|
7.99K
$582K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-748- 3.89% |
$37.3K - $48.8K
|
18.5K
$1.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-775- 79.16% |
$38.6K - $50.6K
|
204
$14.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-797- 8.17% |
$39.7K - $52K
|
8.96K
$653K
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-826- 16.33% |
$41.2K - $53.9K
|
4.23K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-839- 12.69% |
$41.8K - $54.7K
|
5.77K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-852- 0.4% |
$42.5K - $55.6K
|
210K
$15.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-872- 1.8% |
$43.5K - $56.9K
|
47.6K
$3.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-908- 21.91% |
$45.3K - $59.2K
|
3.24K
$236K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-911- 5.62% |
$45.4K - $59.4K
|
15.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-973- 6.69% |
$48.5K - $63.5K
|
13.6K
$989K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.06K- 8.51% |
$52.8K - $69.1K
|
11.4K
$829K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.08K- 13.26% |
$53.7K - $70.3K
|
7.05K
$513K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.2K- 22.59% |
$59.6K - $78K
|
4.1K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.21K- 6.48% |
$60.2K - $78.8K
|
17.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 16.71% |
$63.1K - $82.5K
|
6.31K
$460K
|