Global Retirement Partners, LLC Ishares Tr Exponential Technol Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,318 shares of XT stock, worth $141,629. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,318

Previous 1,147 102.09%

Holding current value

$141,629

Previous $67,000 110.45%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$54.51 - $61.59 $63,831 - $72,121	1,171 Added 102.09%	2,318 $141,000
Q2 2024 Jul 23, 2024	SELL	$54.45 - $59.72 $16,335 - $17,916	-300 Reduced 20.73%	1,147 $67,000
Q1 2024 Apr 23, 2024	SELL	$56.54 - $61.02 $5,654 - $6,102	-100 Reduced 6.46%	1,447 $86,000
Q3 2023 Oct 13, 2023	SELL	$51.24 - $58.44 $10,248 - $11,688	-200 Reduced 11.45%	1,547 $80,000
Q1 2023 May 05, 2023	SELL	$47.43 - $55.75 $4,363 - $5,129	-92 Reduced 5.0%	1,747 $92,000
Q2 2022 Jul 15, 2022	BUY	$45.91 - $60.17 $45 - $60	1 Added 0.05%	1,839 $88,000
Q1 2022 Jul 14, 2022	BUY	$53.33 - $66.42 $98,020 - $122,079	1,838 New	1,838 $91,000
Q4 2021 Jan 21, 2022	SELL	$61.75 - $67.29 $192,166 - $209,406	-3,112 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$61.98 - $66.61 $6,198 - $6,661	100 Added 3.32%	3,112 $195,000
Q2 2021 Jul 15, 2021	BUY	$58.68 - $63.51 $5,574 - $6,033	95 Added 3.26%	3,012 $191,000
Q1 2021 Apr 14, 2021	SELL	$56.43 - $62.22 $18,734 - $20,657	-332 Reduced 10.22%	2,917 $173,000
Q3 2020 Oct 09, 2020	BUY	$44.68 - $50.55 $4,468 - $5,055	100 Added 3.18%	3,249 $158,000
Q3 2019 Nov 19, 2019	SELL	$36.92 - $39.71 $70,775 - $76,124	-1,917 Reduced 37.84%	3,149 $122,000
Q2 2019 Nov 19, 2019	BUY	$36.05 - $39.23 $182,629 - $198,739	5,066 New	5,066 $195,000
Q4 2017 Aug 13, 2018	SELL	$34.53 - $35.64 $5,214 - $5,381	-151 Closed	0 $0
Q1 2017 Aug 10, 2018	BUY	N/A	151	151 $4,000

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Global Retirement Partners, LLC Ishares Tr Exponential Technol Transaction History