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

Benchmark Financial Wealth Advisors, LLC

$311 Million
Q4 2024

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 3,543 shares of XT stock, worth $219,878. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,543

Previous 3,530 0.37%

Holding current value

$219,878

Previous $214,000 1.4%

% of portfolio

0.07%

Previous 0.07%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

258

Shares Held

43.9M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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