A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,701 shares of XT stock, worth $345,708. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,701
Previous 5,701 -0.0%
Holding current value
$345,708
Previous $339,000 1.18%
% of portfolio
0.08%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

SELL
$56.54 - $61.02 $1,130 - $1,220
-20 Reduced 0.35%
5,701 $339,000
Q4 2023

Jan 12, 2024

SELL
$48.21 - $60.43 $915 - $1,148
-19 Reduced 0.33%
5,721 $342,000
Q3 2023

Oct 23, 2023

SELL
$51.24 - $58.44 $3,074 - $3,506
-60 Reduced 1.03%
5,740 $299,000
Q1 2023

Apr 13, 2023

BUY
$47.43 - $55.75 $2,845 - $3,345
60 Added 1.05%
5,800 $305,000
Q4 2022

Jan 11, 2023

SELL
$43.76 - $51.48 $175 - $205
-4 Reduced 0.07%
5,740 $0
Q3 2022

Nov 14, 2022

BUY
$44.57 - $54.25 $178 - $217
4 Added 0.07%
5,744 $519,000
Q2 2022

Aug 04, 2022

BUY
$45.91 - $60.17 $263,523 - $345,375
5,740 New
5,740 $286,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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