Sax Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History

Sax Wealth Advisors, LLC

$1.37 Billion
Q1 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 18,565 shares of XT stock, worth $1.14 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

18,565

Previous 18,565 -0.0%

Holding current value

$1.14 Million

Previous $1.11 Million 3.61%

% of portfolio

0.08%

Previous 0.09%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$58.7 - $62.72 $4,519 - $4,829	77 Added 0.42%	18,565 $1.11 Million
Q2 2024 Jul 12, 2024	SELL	$54.45 - $59.72 $105,524 - $115,737	-1,938 Reduced 9.49%	18,488 $1.09 Million
Q1 2024 May 13, 2024	BUY	$56.54 - $61.02 $206,088 - $222,417	3,645 Added 21.72%	20,426 $1.22 Million
Q4 2023 Feb 14, 2024	BUY	$48.21 - $60.43 $7,761 - $9,729	161 Added 0.97%	16,781 $1 Million
Q3 2023 Nov 07, 2023	BUY	$51.24 - $58.44 $362,523 - $413,463	7,075 Added 74.12%	16,620 $867,000
Q2 2023 Aug 10, 2023	BUY	$49.89 - $56.59 $476,200 - $540,151	9,545 New	9,545 $530,000

Others Institutions Holding XT

# of Institutions

273

Shares Held

43.8M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

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Sax Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History