A detailed history of Concord Wealth Partners transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Concord Wealth Partners holds 12,060 shares of XT stock, worth $729,509. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,060
Previous 89,591 86.54%
Holding current value
$729,509
Previous $5.27 Million 86.07%
% of portfolio
0.12%
Previous 0.94%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$54.51 - $61.59 $4.23 Million - $4.78 Million
-77,531 Reduced 86.54%
12,060 $734,000
Q2 2024

Jul 31, 2024

SELL
$54.45 - $59.72 $347,989 - $381,670
-6,391 Reduced 6.66%
89,591 $5.27 Million
Q1 2024

Apr 30, 2024

SELL
$56.54 - $61.02 $896,385 - $967,411
-15,854 Reduced 14.18%
95,982 $5.72 Million
Q4 2023

Apr 30, 2024

SELL
$48.21 - $60.43 $1.72 Million - $2.16 Million
-35,727 Reduced 24.21%
111,836 $6.7 Million
Q4 2023

Feb 05, 2024

SELL
$48.21 - $60.43 $1.72 Million - $2.16 Million
-35,727 Reduced 24.21%
111,836 $6.7 Million
Q3 2023

Apr 30, 2024

BUY
$51.24 - $58.44 $1.83 Million - $2.09 Million
35,727 Added 31.95%
147,563 $7.7 Million
Q3 2023

Oct 25, 2023

SELL
$51.24 - $58.44 $732,065 - $834,932
-14,287 Reduced 8.83%
147,563 $7.7 Million
Q2 2023

Aug 07, 2023

SELL
$49.89 - $56.59 $2.59 Million - $2.94 Million
-51,948 Reduced 24.3%
161,850 $9 Million
Q1 2023

Apr 26, 2023

SELL
$47.43 - $55.75 $806,262 - $947,694
-16,999 Reduced 7.37%
213,798 $11.3 Million
Q4 2022

Jan 27, 2023

BUY
$43.76 - $51.48 $1.04 Million - $1.23 Million
23,804 Added 11.5%
230,797 $10.9 Million
Q3 2022

Nov 10, 2022

SELL
$44.57 - $54.25 $2.9 Million - $3.54 Million
-65,168 Reduced 23.94%
206,993 $9.23 Million
Q2 2022

Aug 04, 2022

SELL
$45.91 - $60.17 $2.08 Million - $2.73 Million
-45,316 Reduced 14.27%
272,161 $13 Million
Q1 2022

Apr 20, 2022

BUY
$53.33 - $66.42 $407,227 - $507,183
7,636 Added 2.46%
317,477 $18.7 Million
Q4 2021

Jan 21, 2022

BUY
$61.75 - $67.29 $3.77 Million - $4.11 Million
61,121 Added 24.57%
309,841 $20.5 Million
Q3 2021

Nov 09, 2021

SELL
$61.98 - $66.61 $2.52 Million - $2.71 Million
-40,644 Reduced 14.05%
248,720 $15.6 Million
Q2 2021

Jul 29, 2021

BUY
$58.68 - $63.51 $3.79 Million - $4.1 Million
64,574 Added 28.73%
289,364 $18.3 Million
Q1 2021

May 13, 2021

BUY
$56.43 - $62.22 $12.5 Million - $13.8 Million
222,222 Added 8653.5%
224,790 $13.3 Million
Q4 2020

Feb 16, 2021

BUY
$47.8 - $57.26 $122,750 - $147,043
2,568 New
2,568 $147,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
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