Ade, LLC Ishares Tr Exponential Technol Transaction History

Ade, LLC

$146 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$61.75 - $67.29 $7,595 - $8,276	-123 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$61.98 - $66.61 $14,255 - $15,320	-230 Reduced 65.16%	123 $8,000
Q2 2021 Jul 27, 2021	BUY	$58.68 - $63.51 $20,714 - $22,419	353 New	353 $22,000

Others Institutions Holding XT

# of Institutions

260

Shares Held

44.1M

Call Options Held

0

Put Options Held

0

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

33.8M
Shares

$2.05 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.5 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.5 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.8 Million
0.01% of portfolio

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