Allen Mooney & Barnes Investment Advisors LLC Ishares Tr Exponential Technol Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$609 Billion
Q2 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 May 23, 2024	SELL	$45.91 - $60.17 $444,225 - $582,204	-9,676 Closed	0 $0
Q1 2022 May 23, 2024	BUY	$53.33 - $66.42 $516,021 - $642,679	9,676 New	9,676 $571 Million

Others Institutions Holding XT

# of Institutions

284

Shares Held

42.9M

Call Options Held

Put Options Held

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

34.3M
Shares

$2.26 Billion
4.25% of portfolio
Lpl Financial LLC Fort Mill, SC

728K
Shares

$47.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

348K
Shares

$22.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$19.5 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

270K
Shares

$17.8 Million
0.03% of portfolio

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