Alpha Financial Advisors, LLC Ishares Tr Exponential Technol Transaction History

Alpha Financial Advisors, LLC

$221 Billion
Q4 2024

A detailed history of Alpha Financial Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Alpha Financial Advisors, LLC holds 35,177 shares of XT stock, worth $2.2 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares

35,177

Previous 371,483 90.53%

Holding current value

$2.2 Million

Previous $22.6 Billion 90.72%

% of portfolio

0.95%

Previous 10.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$58.7 - $62.72 $19.7 Million - $21.1 Million	-336,306 Reduced 90.53%	35,177 $2.1 Billion
Q3 2024 Oct 18, 2024	BUY	$54.51 - $61.59 $233,793 - $264,159	4,289 Added 1.17%	371,483 $22.6 Billion
Q2 2024 Jul 23, 2024	BUY	$54.45 - $59.72 $154,801 - $169,783	2,843 Added 0.78%	367,194 $21.6 Billion
Q1 2024 Apr 29, 2024	BUY	$56.54 - $61.02 $496,477 - $535,816	8,781 Added 2.47%	364,351 $21.7 Billion
Q4 2023 Feb 05, 2024	BUY	$48.21 - $60.43 $607,976 - $762,082	12,611 Added 3.68%	355,570 $21.3 Billion
Q3 2023 Oct 26, 2023	BUY	$51.24 - $58.44 $188,409 - $214,883	3,677 Added 1.08%	342,959 $17.9 Billion
Q2 2023 Aug 07, 2023	BUY	$49.89 - $56.59 $786,665 - $892,311	15,768 Added 4.87%	339,282 $18.9 Billion
Q1 2023 Apr 18, 2023	BUY	$47.43 - $55.75 $1.05 Million - $1.23 Million	22,041 Added 7.31%	323,514 $17 Billion
Q4 2022 Apr 18, 2023	BUY	$43.76 - $51.48 $13.2 Million - $15.5 Million	301,473 New	301,473 $14.3 Billion

Others Institutions Holding XT

# of Institutions

253

Shares Held

43.7M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Alpha Financial Advisors, LLC Ishares Tr Exponential Technol Transaction History