Purchases and Sales Made in Q3 2025 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.34K+ 44.44% |
$478K - $528K
|
23.9K
$1.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.5K+ 4.98% |
$292K - $324K
|
94.9K
$6.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.35K+ 87.12% |
$218K - $241K
|
7.19K
$524K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 56.54% |
$201K - $223K
|
8.58K
$625K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.05KNew |
$198K - $219K
|
3.05K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
2.81KNew |
$183K - $202K
|
2.81K
$205K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.8KNew |
$182K - $201K
|
2.8K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.3K+ 12.35% |
$149K - $165K
|
20.9K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.81K+ 7.85% |
$117K - $130K
|
24.8K
$1.81M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.72K+ 1.0% |
$112K - $124K
|
175K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
815+ 0.9% |
$53K - $58.7K
|
91.2K
$6.64M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
676+ 15.4% |
$44K - $48.7K
|
5.07K
$369K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
544+ 8.23% |
$35.4K - $39.2K
|
7.15K
$521K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
500+ 7.12% |
$32.5K - $36K
|
7.53K
$548K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
347+ 3.65% |
$22.6K - $25K
|
9.85K
$718K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
293+ 63.97% |
$19.1K - $21.1K
|
751
$54.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
249+ 3.57% |
$16.2K - $17.9K
|
7.22K
$526K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
219+ 0.32% |
$14.2K - $15.8K
|
67.8K
$4.94M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
135+ 1.98% |
$8.78K - $9.72K
|
6.95K
$506K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
104New |
$6.76K - $7.48K
|
104
$7.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
50+ 0.61% |
$3.25K - $3.6K
|
8.27K
$603K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
31+ 15.2% |
$2.02K - $2.23K
|
235
$17.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21+ 0.01% |
$1.37K - $1.51K
|
252K
$18.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
6New |
$390 - $432
|
6
$437
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1+ 0.39% |
$65 - $72
|
258
$18.8K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.01% |
$65 - $72
|
18.5K
$1.35M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-32- 0.42% |
$2.08K - $2.3K
|
7.64K
$557K
|
|
|
Oct 21, 2025
Q3 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-39- 0.7% |
$2.54K - $2.81K
|
5.51K
$402K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-51- 0.95% |
$3.32K - $3.67K
|
5.34K
$389K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-58- 2.57% |
$3.77K - $4.17K
|
2.2K
$160K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-115- 1.47% |
$7.48K - $8.28K
|
7.73K
$563K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-117- 13.27% |
$7.61K - $8.42K
|
765
$55.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-139- 2.64% |
$9.04K - $10K
|
5.13K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-151- 1.33% |
$9.82K - $10.9K
|
11.2K
$819K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-244- 3.85% |
$15.9K - $17.6K
|
6.1K
$444K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-400- 4.42% |
$26K - $28.8K
|
8.65K
$630K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-415- 1.35% |
$27K - $29.9K
|
30.4K
$2.22M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-652- 6.62% |
$42.4K - $46.9K
|
9.2K
$670K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-674- 2.49% |
$43.8K - $48.5K
|
26.4K
$1.92M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-689- 19.09% |
$44.8K - $49.6K
|
2.92K
$213K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-812- 1.11% |
$52.8K - $58.4K
|
72.6K
$5.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-839- 10.91% |
$54.6K - $60.4K
|
6.85K
$499K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.38K- 13.92% |
$89.6K - $99.1K
|
8.52K
$621K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-2.45K- 97.76% |
$159K - $176K
|
56
$4.08K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-2.51K- 1.32% |
$163K - $180K
|
187K
$13.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.41K- 36.5% |
$222K - $245K
|
5.93K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-5K- 62.64% |
$325K - $360K
|
2.99K
$218K
|
|
|
Oct 17, 2025
Q3 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-7.48K- 63.49% |
$486K - $538K
|
4.3K
$313K
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-9.24K- 73.35% |
$601K - $665K
|
3.36K
$245K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.37K- 60.93% |
$609K - $674K
|
6.01K
$438K
|