Cahill Financial Advisors Inc Ishares Tr Exponential Technol Transaction History

Cahill Financial Advisors Inc

$707 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$54.45 - $59.72 $91,802 - $100,687	-1,686 Reduced 13.46%	10,841 $637,000
Q1 2024 May 13, 2024	SELL	$56.54 - $61.02 $2.21 Million - $2.38 Million	-39,009 Reduced 75.69%	12,527 $746,000
Q4 2023 Feb 13, 2024	BUY	$48.21 - $60.43 $1,446 - $1,812	30 Added 0.06%	51,536 $3.09 Million
Q3 2023 Nov 14, 2023	BUY	$51.24 - $58.44 $44,732 - $51,018	873 Added 1.72%	51,506 $2.69 Million
Q2 2023 Aug 14, 2023	BUY	$49.89 - $56.59 $45,848 - $52,006	919 Added 1.85%	50,633 $2.82 Million
Q1 2023 May 11, 2023	BUY	$47.43 - $55.75 $57,248 - $67,290	1,207 Added 2.49%	49,714 $2.62 Million
Q4 2022 Feb 14, 2023	SELL	$43.76 - $51.48 $736,349 - $866,253	-16,827 Reduced 25.76%	48,507 $2.3 Million
Q3 2022 Nov 14, 2022	SELL	$44.57 - $54.25 $57,807 - $70,362	-1,297 Reduced 1.95%	65,334 $2.91 Million
Q2 2022 Aug 08, 2022	SELL	$45.91 - $60.17 $353,828 - $463,730	-7,707 Reduced 10.37%	66,631 $3.19 Million
Q1 2022 May 12, 2022	BUY	$53.33 - $66.42 $2.61 Million - $3.25 Million	48,990 Added 193.27%	74,338 $4.39 Million
Q4 2021 Feb 11, 2022	BUY	$61.75 - $67.29 $747,607 - $814,680	12,107 Added 91.44%	25,348 $1.68 Million
Q3 2021 Nov 16, 2021	BUY	$61.98 - $66.61 $820,677 - $881,983	13,241 New	13,241 $831,000

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.1 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$55.1 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$45.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.9 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.4 Million
0.01% of portfolio

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