Sanford Advisory Services, LLC Ishares Tr Exponential Technol Transaction History

Sanford Advisory Services, LLC

$420 Million
Q4 2022

A detailed history of Sanford Advisory Services, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sanford Advisory Services, LLC holds 13,446 shares of XT stock, worth $796,675. This represents 0.15% of its overall portfolio holdings.

Number of Shares

13,446

Previous 16,218 17.09%

Holding current value

$796,675

Previous $723,000 12.03%

% of portfolio

0.15%

Previous 0.21%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 07, 2023	SELL	$43.76 - $51.48 $121,302 - $142,702	-2,772 Reduced 17.09%	13,446 $636,000
Q3 2022 Nov 09, 2022	SELL	$44.57 - $54.25 $367,435 - $447,237	-8,244 Reduced 33.7%	16,218 $723,000
Q2 2022 Jul 28, 2022	SELL	$45.91 - $60.17 $94,207 - $123,468	-2,052 Reduced 7.74%	24,462 $1.17 Million
Q1 2022 Jul 28, 2022	BUY	$53.33 - $66.42 $441,785 - $550,223	8,284 Added 45.44%	26,514 $1.57 Million
Q4 2021 Jul 28, 2022	BUY	$61.75 - $67.29 $45,942 - $50,063	744 Added 4.25%	18,230 $1.2 Million
Q3 2021 Jul 28, 2022	BUY	$61.98 - $66.61 $77,846 - $83,662	1,256 Added 7.74%	17,486 $1.1 Million
Q2 2021 Jul 28, 2022	BUY	$58.68 - $63.51 $81,565 - $88,278	1,390 Added 9.37%	16,230 $1.03 Million
Q1 2021 Jul 28, 2022	BUY	$56.43 - $62.22 $172,506 - $190,206	3,057 Added 25.94%	14,840 $879,000
Q4 2020 Jul 28, 2022	BUY	$47.8 - $57.26 $563,227 - $674,694	11,783 New	11,783 $674,000

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

Ticker XT
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Sanford Advisory Services, LLC Ishares Tr Exponential Technol Transaction History