Iag Wealth Partners, LLC Ishares Tr Exponential Technol Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 04, 2022	SELL	$53.33 - $66.42 $51,943 - $64,693	-974 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$61.75 - $67.29 $60,144 - $65,540	974 New	974 $64,000

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

0

Put Options Held

0

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

34.2M
Shares

$2.07 Billion
4.28% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$54.3 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$44.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

699K
Shares

$42.3 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28 Million
0.01% of portfolio

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