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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.28K- 16.27% |
$64K - $83.8K
|
6.61K
$481K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.3K- 16.98% |
$64.7K - $84.6K
|
6.34K
$462K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 1.08% |
$72.6K - $95K
|
134K
$9.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-1.48K- 1.23% |
$73.6K - $96.3K
|
119K
$8.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.48K- 8.24% |
$73.9K - $96.8K
|
16.5K
$1.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.61K- 19.16% |
$80.5K - $105K
|
6.81K
$496K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.65K- 1.96% |
$82.3K - $108K
|
82.5K
$6.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-1.71K- 5.11% |
$85.2K - $111K
|
31.7K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.75K- 47.8% |
$87.2K - $114K
|
1.91K
$139K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.76K- 0.67% |
$87.9K - $115K
|
263K
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.77K- 13.69% |
$88.2K - $115K
|
11.2K
$813K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 9.51% |
$88.4K - $116K
|
16.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.82K- 23.28% |
$90.9K - $119K
|
6.01K
$438K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.13K- 6.96% |
$106K - $139K
|
28.5K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-2.16K- 7.6% |
$107K - $141K
|
26.2K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.37K- 5.79% |
$118K - $155K
|
38.6K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.5K- 14.73% |
$125K - $163K
|
14.5K
$1.05M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.15K- 50.21% |
$157K - $205K
|
3.12K
$228K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.23K- 37.09% |
$161K - $211K
|
5.48K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.26K- 6.88% |
$163K - $213K
|
44.2K
$3.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.49K- 3.13% |
$174K - $228K
|
108K
$7.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.46K- 9.66% |
$222K - $291K
|
41.7K
$3.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-5.33K- 11.63% |
$266K - $348K
|
40.5K
$2.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.38K- 16.59% |
$268K - $351K
|
27K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-5.73K- 51.86% |
$286K - $374K
|
5.32K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.92K- 12.87% |
$295K - $387K
|
40.1K
$2.92M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-6.5K- 41.04% |
$324K - $424K
|
9.34K
$681K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.91K- 66.56% |
$344K - $451K
|
3.47K
$253K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-7.28K- 39.22% |
$363K - $475K
|
11.3K
$822K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-8.02K- 40.0% |
$400K - $523K
|
12K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.2K- 3.1% |
$459K - $600K
|
288K
$21M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.26K- 12.07% |
$462K - $604K
|
67.5K
$4.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-12.7K- 6.3% |
$635K - $832K
|
190K
$13.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-14K- 9.24% |
$696K - $911K
|
137K
$9.99M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-16K- 95.46% |
$798K - $1.04M
|
762
$55.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22.9K- 58.35% |
$1.14M - $1.49M
|
16.3K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-23.7K- 53.59% |
$1.18M - $1.55M
|
20.5K
$1.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-28.6K- 13.67% |
$1.43M - $1.87M
|
181K
$13.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-36.4K- 59.57% |
$1.81M - $2.38M
|
24.7K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-40.9K- 5.62% |
$2.04M - $2.67M
|
687K
$50M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-48.4K- 32.76% |
$2.41M - $3.16M
|
99.4K
$7.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-52.7K- 63.1% |
$2.63M - $3.44M
|
30.8K
$2.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-56.9K- 81.87% |
$2.84M - $3.71M
|
12.6K
$918K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73.5K- 21.1% |
$3.67M - $4.8M
|
275K
$20M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-109K- 68.33% |
$5.46M - $7.14M
|
50.7K
$3.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-145K- 96.44% |
$7.23M - $9.46M
|
5.35K
$390K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-725K- 87.98% |
$36.2M - $47.3M
|
99.1K
$7.22M
|