A detailed history of Allworth Financial LP transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Allworth Financial LP holds 1,154 shares of XT stock, worth $70,509. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,154
Previous 1,192 3.19%
Holding current value
$70,509
Previous $70,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$54.51 - $61.59 $2,071 - $2,340
-38 Reduced 3.19%
1,154 $70,000
Q2 2024

Jul 23, 2024

BUY
$54.45 - $59.72 $163 - $179
3 Added 0.25%
1,192 $70,000
Q1 2024

Apr 25, 2024

BUY
$56.54 - $61.02 $9,046 - $9,763
160 Added 15.55%
1,189 $70,000
Q4 2022

Jan 13, 2023

BUY
$43.76 - $51.48 $43 - $51
1 Added 0.1%
1,029 $0
Q3 2022

Oct 18, 2022

BUY
$44.57 - $54.25 $38,330 - $46,655
860 Added 511.9%
1,028 $46,000
Q2 2022

Jul 13, 2022

BUY
$45.91 - $60.17 $45 - $60
1 Added 0.6%
168 $8,000
Q2 2021

Aug 02, 2021

BUY
$58.68 - $63.51 $58 - $63
1 Added 0.6%
167 $11,000
Q1 2021

Apr 29, 2021

BUY
$56.43 - $62.22 $9,367 - $10,328
166 New
166 $10,000
Q2 2020

Jul 24, 2020

SELL
$34.05 - $45.21 $12,360 - $16,411
-363 Closed
0 $0
Q1 2020

Apr 17, 2020

SELL
$30.69 - $45.28 $6,629 - $9,780
-216 Reduced 37.31%
363 $13,000
Q4 2019

Jan 16, 2020

BUY
$37.58 - $42.97 $8,230 - $9,410
219 Added 60.83%
579 $25,000
Q3 2019

Oct 09, 2019

BUY
$36.92 - $39.71 $13,291 - $14,295
360 New
360 $14,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.