Purchases and Sales Made in Q4 2025 in Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.94K+ 2.4% |
$424K - $448K
|
253K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.95K+ 5.21% |
$353K - $373K
|
99.8K
$7.36M
|
|
|
Jan 15, 2026
Q4 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$306K - $323K
|
4.28K
$315K
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
BUY
|
- |
1.49K+ 34.53% |
$106K - $112K
|
5.79K
$426K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.05K+ 37.51% |
$75K - $79.2K
|
3.85K
$284K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
288+ 5.62% |
$20.6K - $21.7K
|
5.42K
$399K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
281+ 6.98% |
$20.1K - $21.2K
|
4.3K
$317K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
209+ 2.9% |
$14.9K - $15.8K
|
7.41K
$546K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
185+ 78.72% |
$13.2K - $14K
|
420
$31K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
115+ 0.75% |
$8.22K - $8.68K
|
15.5K
$1.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
103New |
$7.36K - $7.77K
|
103
$7.59K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5- 0.04% |
$357 - $377
|
11.3K
$831K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20- 35.71% |
$1.43K - $1.51K
|
36
$2.65K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-24- 0.4% |
$1.72K - $1.81K
|
5.91K
$436K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-64- 0.07% |
$4.57K - $4.83K
|
91.1K
$6.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-152- 4.59% |
$10.9K - $11.5K
|
3.16K
$233K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-284- 2.36% |
$20.3K - $21.4K
|
11.7K
$865K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-291- 3.81% |
$20.8K - $22K
|
7.35K
$542K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-455- 3.94% |
$32.5K - $34.3K
|
11.1K
$817K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-666- 2.09% |
$47.6K - $50.3K
|
31.2K
$2.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-133K- 76.35% |
$9.54M - $10.1M
|
41.4K
$3.05M
|
|