Sowell Financial Services LLC Ishares Tr Exponential Technol Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sowell Financial Services LLC holds 15,373 shares of XT stock, worth $954,355. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,373
Previous 15,099 1.81%
Holding current value
$954,355
Previous $888,000 5.29%
% of portfolio
0.04%
Previous 0.04%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$54.51 - $61.59 $14,935 - $16,875
274 Added 1.81%
15,373 $935,000
Q2 2024

Aug 13, 2024
BUY
$54.45 - $59.72 $28,858 - $31,651
530 Added 3.64%
15,099 $888,000
Q1 2024

May 03, 2024
SELL
$56.54 - $61.02 $62,420 - $67,366
-1,104 Reduced 7.04%
14,569 $868,000
Q4 2023

Jan 24, 2024
SELL
$48.21 - $60.43 $4,676 - $5,861
-97 Reduced 0.62%
15,673 $938,000
Q3 2023

Nov 08, 2023
BUY
$51.24 - $58.44 $4,970 - $5,668
97 Added 0.62%
15,770 $823,000
Q2 2023

Aug 14, 2023
SELL
$49.89 - $56.59 $3,492 - $3,961
-70 Reduced 0.44%
15,673 $871,000
Q1 2023

May 12, 2023
BUY
$47.43 - $55.75 $1,233 - $1,449
26 Added 0.17%
15,743 $829,000
Q3 2022

Nov 15, 2022
BUY
$44.57 - $54.25 $700,506 - $852,647
15,717 New
15,717 $701,000
Q1 2022

May 13, 2022
SELL
$53.33 - $66.42 $1.2 Million - $1.49 Million
-22,480 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$61.75 - $67.29 $202,107 - $220,240
-3,273 Reduced 12.71%
22,480 $1.49 Million
Q3 2021

Nov 04, 2021
BUY
$61.98 - $66.61 $140,198 - $150,671
2,262 Added 9.63%
25,753 $1.62 Million
Q2 2021

Aug 05, 2021
SELL
$58.68 - $63.51 $2.21 Million - $2.4 Million
-37,719 Reduced 61.62%
23,491 $1.49 Million
Q1 2021

May 07, 2021
SELL
$56.43 - $62.22 $412,108 - $454,392
-7,303 Reduced 10.66%
61,210 $3.72 Million
Q4 2020

Jan 13, 2021
SELL
$47.8 - $57.26 $543,677 - $651,275
-11,374 Reduced 14.24%
68,513 $3.92 Million
Q3 2020

Nov 12, 2020
BUY
$44.68 - $50.55 $328,487 - $371,643
7,352 Added 10.14%
79,887 $3.88 Million
Q2 2020

Aug 13, 2020
SELL
$34.05 - $45.21 $541,122 - $718,477
-15,892 Reduced 17.97%
72,535 $3.23 Million
Q1 2020

May 12, 2020
BUY
$30.69 - $45.28 $2.07 Million - $3.06 Million
67,503 Added 322.61%
88,427 $3.15 Million
Q4 2019

Feb 07, 2020
BUY
$37.58 - $42.97 $786,323 - $899,104
20,924 New
20,924 $894,000

Others Institutions Holding XT

# of Institutions
259
Shares Held
43.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EXPONENTIAL TECHNOL

XT Quotes by TradingView
  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email