Cerity Partners LLC Ishares Tr Exponential Technol Transaction History

Cerity Partners LLC

$37.7 Billion
Q2 2024

A detailed history of Cerity Partners LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Cerity Partners LLC holds 4,832 shares of XT stock, worth $290,451. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,832

Holding current value

$290,451

% of portfolio

0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$54.45 - $59.72 $263,102 - $288,567	4,832 New	4,832 $284,000
Q4 2023 Jan 26, 2024	BUY	$48.21 - $60.43 $836,443 - $1.05 Million	17,350 Added 444.87%	21,250 $1.27 Million
Q3 2023 Nov 13, 2023	BUY	$51.24 - $58.44 $199,836 - $227,916	3,900 New	3,900 $203,000
Q4 2022 Feb 15, 2023	BUY	$43.76 - $51.48 $230,133 - $270,733	5,259 New	5,259 $248,000
Q2 2022 Aug 10, 2022	SELL	$45.91 - $60.17 $197,780 - $259,212	-4,308 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$53.33 - $66.42 $229,745 - $286,137	4,308 New	4,308 $254,000

Others Institutions Holding XT

# of Institutions

260

Shares Held

44.1M

Call Options Held

Put Options Held

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

33.8M
Shares

$2.03 Billion
4.43% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54 Million
0.85% of portfolio
Lpl Financial LLC Fort Mill, SC

750K
Shares

$45.1 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

709K
Shares

$42.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

442K
Shares

$26.6 Million
0.01% of portfolio

View Full List

About ISHARES TR EXPONENTIAL TECHNOL

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