New Square Capital LLC Ishares Tr Exponential Technol Transaction History

New Square Capital LLC

$1.23 Billion
Q4 2024

A detailed history of New Square Capital LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, New Square Capital LLC holds 5 shares of XT stock, worth $313. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$313

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	BUY	$58.7 - $62.72 $293 - $313	5 New	5 $0

Others Institutions Holding XT

# of Institutions

263

Shares Held

44.4M

Call Options Held

Put Options Held

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

34.7M
Shares

$2.17 Billion
4.37% of portfolio
Brinker Capital Investments, LLC

898K
Shares

$56.3 Million
0.85% of portfolio
Bank Of America Corp Charlotte, NC

737K
Shares

$46.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

693K
Shares

$43.4 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

462K
Shares

$28.9 Million
0.01% of portfolio

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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