A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 7,015 shares of XT stock, worth $428,616. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,015
Previous 6,221 12.76%
Holding current value
$428,616
Previous $365,000 16.99%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$54.51 - $61.59 $43,280 - $48,902
794 Added 12.76%
7,015 $427,000
Q2 2024

Aug 19, 2024

SELL
$54.45 - $59.72 $141,896 - $155,630
-2,606 Reduced 29.52%
6,221 $365,000
Q1 2024

May 14, 2024

SELL
$56.54 - $61.02 $49,359 - $53,270
-873 Reduced 9.0%
8,827 $526,000
Q4 2023

Feb 28, 2024

SELL
$48.21 - $60.43 $22,562 - $28,281
-468 Reduced 4.6%
9,700 $580,000
Q3 2023

Nov 22, 2023

BUY
$51.24 - $58.44 $478,017 - $545,186
9,329 Added 1111.92%
10,168 $530,000
Q2 2023

Aug 14, 2023

SELL
$49.89 - $56.59 $98,532 - $111,765
-1,975 Reduced 70.18%
839 $46,000
Q1 2023

Jun 05, 2023

SELL
$47.43 - $55.75 $677,584 - $796,444
-14,286 Reduced 83.54%
2,814 $148,000
Q4 2022

Jun 12, 2023

BUY
$43.76 - $51.48 $543,893 - $639,844
12,429 Added 441.68%
15,243 $721,000
Q3 2022

Dec 02, 2022

SELL
$44.57 - $54.25 $69,484 - $84,575
-1,559 Reduced 8.36%
17,100 $764,000
Q2 2022

Aug 11, 2022

SELL
$45.91 - $60.17 $138,602 - $181,653
-3,019 Reduced 13.93%
18,659 $895,000
Q1 2022

May 20, 2022

SELL
$53.33 - $66.42 $330,486 - $411,604
-6,197 Reduced 22.23%
21,678 $1.28 Million
Q4 2021

Feb 17, 2022

SELL
$61.75 - $67.29 $46,497 - $50,669
-753 Reduced 2.63%
27,875 $1.84 Million
Q3 2021

Nov 23, 2021

SELL
$61.98 - $66.61 $182,469 - $196,099
-2,944 Reduced 9.32%
28,628 $1.8 Million
Q3 2021

Nov 16, 2021

BUY
$61.98 - $66.61 $131,893 - $141,746
2,128 Added 7.23%
31,572 $1.8 Million
Q2 2021

Aug 24, 2021

SELL
$58.68 - $63.51 $87,315 - $94,502
-1,488 Reduced 4.81%
29,444 $1.86 Million
Q1 2021

May 17, 2021

BUY
$56.43 - $62.22 $259,973 - $286,647
4,607 Added 17.5%
30,932 $1.83 Million
Q4 2020

Feb 18, 2021

SELL
$47.8 - $57.26 $177,959 - $213,178
-3,723 Reduced 12.39%
26,325 $1.51 Million
Q3 2020

Nov 17, 2020

SELL
$44.68 - $50.55 $851,690 - $963,584
-19,062 Reduced 38.81%
30,048 $1.46 Million
Q2 2020

Aug 14, 2020

SELL
$34.05 - $45.21 $1.51 Million - $2 Million
-44,283 Reduced 47.42%
49,110 $2.19 Million
Q1 2020

May 18, 2020

SELL
$30.69 - $45.28 $2.94 Million - $4.33 Million
-95,707 Reduced 50.61%
93,393 $3.33 Million
Q4 2019

Feb 14, 2020

SELL
$37.58 - $42.97 $2.57 Million - $2.94 Million
-68,379 Reduced 26.56%
189,100 $8.09 Million
Q3 2019

Nov 18, 2019

BUY
$36.92 - $39.71 $9.51 Million - $10.2 Million
257,479 New
257,479 $9.95 Million

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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