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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.35K+ 94.73% |
$87.7K - $97.1K
|
2.77K
$204K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.28K+ 31.18% |
$83.1K - $91.9K
|
5.37K
$396K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21K+ 5.57% |
$78.7K - $87.1K
|
23K
$1.69M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.16KNew |
$75.4K - $83.4K
|
1.16K
$85.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.15K+ 20.92% |
$74.8K - $82.8K
|
6.65K
$490K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
948+ 3.25% |
$61.7K - $68.2K
|
30.1K
$2.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
908New |
$59.1K - $65.3K
|
908
$66.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
882+ 5.4% |
$57.4K - $63.5K
|
17.2K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
872+ 21.97% |
$56.7K - $62.8K
|
4.84K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
815+ 0.9% |
$53K - $58.7K
|
91.2K
$6.72M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
811+ 7.56% |
$52.7K - $58.4K
|
11.5K
$850K
|
|
|
Nov 13, 2025
Q3 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
793+ 2.66% |
$51.6K - $57.1K
|
30.6K
$2.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
741+ 0.8% |
$48.2K - $53.3K
|
93K
$6.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
716+ 11.42% |
$46.6K - $51.5K
|
6.99K
$515K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
709+ 5.4% |
$46.1K - $51K
|
13.8K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
706+ 6.2% |
$45.9K - $50.8K
|
12.1K
$891K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
701+ 7.83% |
$45.6K - $50.5K
|
9.66K
$712K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
689+ 125.5% |
$44.8K - $49.6K
|
1.24K
$91.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
683+ 18.78% |
$44.4K - $49.2K
|
4.32K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
676+ 15.4% |
$44K - $48.7K
|
5.07K
$373K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
594+ 2.9% |
$38.6K - $42.8K
|
21.1K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
544+ 8.23% |
$35.4K - $39.2K
|
7.15K
$527K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
537+ 2.47% |
$34.9K - $38.6K
|
22.3K
$1.64M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
522+ 3.09% |
$34K - $37.6K
|
17.4K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
514+ 4.45% |
$33.4K - $37K
|
12.1K
$889K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
500+ 5.23% |
$32.5K - $36K
|
10.1K
$741K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
500+ 7.12% |
$32.5K - $36K
|
7.53K
$555K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
465New |
$30.2K - $33.5K
|
465
$34.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
347+ 3.65% |
$22.6K - $25K
|
9.85K
$726K
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
298New |
$19.4K - $21.4K
|
298
$22K
|
|
|
Nov 12, 2025
Q3 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
BUY
|
- |
294New |
$19.1K - $21.2K
|
294
$21.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
293+ 63.97% |
$19.1K - $21.1K
|
751
$55.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
274New |
$17.8K - $19.7K
|
274
$20.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
270+ 0.13% |
$17.6K - $19.4K
|
210K
$15.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
261+ 4.91% |
$17K - $18.8K
|
5.58K
$411K
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
254+ 3.16% |
$16.5K - $18.3K
|
8.29K
$611K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
249+ 3.57% |
$16.2K - $17.9K
|
7.22K
$532K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
221+ 4.8% |
$14.4K - $15.9K
|
4.83K
$356K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
219+ 0.32% |
$14.2K - $15.8K
|
67.8K
$4.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
215+ 1.68% |
$14K - $15.5K
|
13K
$961K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
191+ 25.07% |
$12.4K - $13.7K
|
953
$70.2K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
160+ 0.5% |
$10.4K - $11.5K
|
31.9K
$2.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
135+ 1.98% |
$8.78K - $9.72K
|
6.95K
$512K
|
|
|
Nov 10, 2025
Q3 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
106New |
$6.89K - $7.63K
|
106
$7.81K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
104New |
$6.76K - $7.48K
|
104
$7.67K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
76New |
$4.94K - $5.47K
|
76
$5.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
50+ 0.61% |
$3.25K - $3.6K
|
8.27K
$610K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
31+ 15.5% |
$2.02K - $2.23K
|
231
$17K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
31+ 15.2% |
$2.02K - $2.23K
|
235
$17.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21+ 0.01% |
$1.37K - $1.51K
|
252K
$18.6M
|
|