Kelly Financial Services LLC Ishares Tr Exponential Technol Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$54.45 - $59.72 $0 - $0	0 New	0 $0
Q1 2024 Jul 17, 2024	BUY	$56.54 - $61.02 $0 - $0	0 New	0 $0
Q4 2023 Jul 17, 2024	BUY	$48.21 - $60.43 $0 - $0	0 New	0 $0
Q3 2023 Jul 17, 2024	BUY	$51.24 - $58.44 $0 - $0	0 New	0 $0
Q2 2023 Jul 17, 2024	BUY	$49.89 - $56.59 $0 - $0	0 New	0 $0
Q1 2023 Jul 17, 2024	SELL	$47.43 - $55.75 $47 - $55	-1 Closed	0 $0
Q4 2022 Jul 17, 2024	SELL	$43.76 - $51.48 $22,230 - $26,151	-508 Reduced 99.8%	1 $47,000
Q3 2022 Jul 17, 2024	BUY	$44.57 - $54.25 $9,939 - $12,097	223 Added 77.97%	509 $22.7 Million
Q3 2021 Jul 17, 2024	SELL	$61.98 - $66.61 $1.1 Million - $1.19 Million	-17,804 Reduced 98.42%	286 $17.9 Million
Q2 2021 Jul 17, 2024	BUY	$58.68 - $63.51 $1.04 Million - $1.13 Million	17,804 Added 6225.17%	18,090 $286,000
Q1 2019 Jul 17, 2024	BUY	$32.41 - $38.63 $9,269 - $11,048	286 New	286 $10.9 Million

Others Institutions Holding XT

# of Institutions

258

Shares Held

43.7M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

33.8M
Shares

$2.09 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.5 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$43.2 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$27.3 Million
0.01% of portfolio

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