American Financial Advisors, LLC Ishares Tr Exponential Technol Transaction History

American Financial Advisors, LLC

$680 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 31, 2024	SELL	$48.21 - $60.43 $31,915 - $40,004	-662 Reduced 13.12%	4,385 $262,000
Q2 2023 Jul 13, 2023	BUY	$49.89 - $56.59 $349 - $396	7 Added 0.14%	5,047 $280,000
Q4 2022 Jan 26, 2023	BUY	$43.76 - $51.48 $393 - $463	9 Added 0.18%	5,040 $0
Q2 2022 Aug 01, 2022	BUY	$45.91 - $60.17 $642 - $842	14 Added 0.28%	5,031 $241,000
Q4 2021 Feb 02, 2022	BUY	$61.75 - $67.29 $802 - $874	13 Added 0.26%	5,017 $331,000
Q2 2021 Aug 05, 2021	BUY	$58.68 - $63.51 $762 - $825	13 Added 0.26%	5,004 $317,000
Q4 2020 Feb 16, 2021	BUY	$47.8 - $57.26 $430 - $515	9 Added 0.18%	4,991 $286,000
Q3 2020 Nov 09, 2020	BUY	$44.68 - $50.55 $44 - $50	1 Added 0.02%	4,982 $242,000
Q2 2020 Jul 30, 2020	BUY	$34.05 - $45.21 $169,603 - $225,191	4,981 New	4,981 $232,000
Q1 2020 May 01, 2020	SELL	$30.69 - $45.28 $179,229 - $264,435	-5,840 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$37.58 - $42.97 $61,631 - $70,470	-1,640 Reduced 21.93%	5,840 $225,000
Q3 2019 Oct 31, 2019	SELL	$36.92 - $39.71 $86,688 - $93,239	-2,348 Reduced 23.89%	7,480 $289,000
Q2 2019 Aug 06, 2019	SELL	$36.05 - $39.23 $36,771 - $40,014	-1,020 Reduced 9.4%	9,828 $379,000
Q1 2019 Apr 23, 2019	SELL	$32.41 - $38.63 $5.13 Million - $6.12 Million	-158,369 Reduced 93.59%	10,848 $412,000
Q4 2018 Feb 15, 2019	BUY	$31.56 - $38.88 $5.34 Million - $6.58 Million	169,217 New	169,217 $5.63 Million

Others Institutions Holding XT

# of Institutions

259

Shares Held

44.1M

Call Options Held

0

Put Options Held

0

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

33.8M
Shares

$2.06 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.8 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.7 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$43.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.9 Million
0.01% of portfolio

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