Benchmark Financial Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 3,085 shares of XT stock, worth $227,395. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,085
Previous 3,085 -0.0%
Holding current value
$227,395
Previous $201,000 9.95%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$49.86 - $65.25 $153,818 - $201,296
3,085 New
3,085 $201,000
Q4 2024

Jan 27, 2025
BUY
$58.7 - $62.72 $763 - $815
13 Added 0.37%
3,543 $211,000
Q2 2024

Jul 23, 2024
BUY
$54.45 - $59.72 $490 - $537
9 Added 0.26%
3,530 $207,000
Q4 2023

Jan 23, 2024
BUY
$48.21 - $60.43 $169,747 - $212,774
3,521 New
3,521 $210,000
Q2 2022

Jul 22, 2022
SELL
$45.91 - $60.17 $4,361 - $5,716
-95 Reduced 2.18%
4,266 $204,000
Q1 2022

Apr 22, 2022
BUY
$53.33 - $66.42 $1,866 - $2,324
35 Added 0.81%
4,361 $257,000
Q4 2021

Jan 26, 2022
BUY
$61.75 - $67.29 $24,638 - $26,848
399 Added 10.16%
4,326 $286,000
Q2 2021

Jul 26, 2021
BUY
$58.68 - $63.51 $3,696 - $4,001
63 Added 1.63%
3,927 $248,000
Q1 2021

Apr 26, 2021
BUY
$56.43 - $62.22 $218,045 - $240,418
3,864 New
3,864 $229,000
Q2 2020

Jul 21, 2020
SELL
$34.05 - $45.21 $197,830 - $262,670
-5,810 Closed
0 $0
Q1 2020

May 08, 2020
SELL
$30.69 - $45.28 $98,576 - $145,439
-3,212 Reduced 35.6%
5,810 $207,000
Q4 2019

Jan 31, 2020
SELL
$37.58 - $42.97 $57,985 - $66,302
-1,543 Reduced 14.6%
9,022 $386,000
Q3 2019

Nov 01, 2019
SELL
$36.92 - $39.71 $61,065 - $65,680
-1,654 Reduced 13.54%
10,565 $408,000
Q2 2019

Jul 25, 2019
BUY
$36.05 - $39.23 $47,694 - $51,901
1,323 Added 12.14%
12,219 $471,000
Q1 2019

Apr 24, 2019
BUY
$32.41 - $38.63 $38,438 - $45,815
1,186 Added 12.21%
10,896 $414,000
Q4 2018

Jan 30, 2019
BUY
$31.56 - $38.88 $306,447 - $377,524
9,710 New
9,710 $323,000

Others Institutions Holding XT

# of Institutions
303
Shares Held
42.2M
Call Options Held
0
Put Options Held
1K
View Full List

About ISHARES TR EXPONENTIAL TECHNOL

XT Quotes by TradingView
  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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