Disciplined Investments, LLC Ishares Tr Exponential Technol Transaction History

Disciplined Investments, LLC

$210 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$34.05 - $45.21 $2,860 - $3,797	-84 Closed	0 $0
Q1 2020 May 19, 2020	BUY	$30.69 - $45.28 $2,577 - $3,803	84 New	84 $3,000

Others Institutions Holding XT

# of Institutions

275

Shares Held

44.8M

Call Options Held

0

Put Options Held

0

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

34.7M
Shares

$2.01 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$52 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

715K
Shares

$41.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$40.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

554K
Shares

$32.1 Million
0.0% of portfolio

About ISHARES TR EXPONENTIAL TECHNOL

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