Sax Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History

Sax Wealth Advisors, LLC

$1.84 Billion
Q3 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 11,283 shares of XT stock, worth $831,669. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,283

Previous 11,283 -0.0%

Holding current value

$831,669

Previous $736,000 10.19%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$49.86 - $65.25 $363,080 - $475,150	-7,282 Reduced 39.22%	11,283 $736,000
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

304

Shares Held

42.2M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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Sax Wealth Advisors, LLC Ishares Tr Exponential Technol Transaction History