Steward Partners Investment Advisory, LLC Ishares Tr Exponential Technol Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 859 shares of XT stock, worth $53,678. This represents 0.0% of its overall portfolio holdings.

Number of Shares
859
Previous 859 -0.0%
Holding current value
$53,678
Previous $50,000 4.0%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$56.54 - $61.02 $6,389 - $6,895
-113 Reduced 11.63%
859 $51,000
Q3 2023

Nov 13, 2023
SELL
$51.24 - $58.44 $8,352 - $9,525
-163 Reduced 14.36%
972 $50,000
Q2 2023

Aug 14, 2023
BUY
$49.89 - $56.59 $18,409 - $20,881
369 Added 48.17%
1,135 $63,000
Q1 2023

May 15, 2023
BUY
$47.43 - $55.75 $19,398 - $22,801
409 Added 114.57%
766 $40,000
Q4 2022

Feb 15, 2023
SELL
$43.76 - $51.48 $20,961 - $24,658
-479 Reduced 57.3%
357 $16,000
Q1 2022

May 02, 2022
SELL
$53.33 - $66.42 $28,211 - $35,136
-529 Reduced 38.75%
836 $49,000
Q4 2021

Feb 08, 2022
BUY
$61.75 - $67.29 $11,115 - $12,112
180 Added 15.19%
1,365 $90,000
Q3 2021

Nov 12, 2021
SELL
$61.98 - $66.61 $8,119 - $8,725
-131 Reduced 9.95%
1,185 $74,000
Q2 2021

Aug 13, 2021
SELL
$58.68 - $63.51 $202,152 - $218,791
-3,445 Reduced 72.36%
1,316 $83,000
Q1 2021

May 14, 2021
SELL
$56.43 - $62.22 $1.36 Million - $1.5 Million
-24,051 Reduced 83.48%
4,761 $281,000
Q4 2020

Feb 11, 2021
SELL
$47.8 - $57.26 $12,189 - $14,601
-255 Reduced 0.88%
28,812 $1.65 Million
Q3 2020

Oct 30, 2020
SELL
$44.68 - $50.55 $32,303 - $36,547
-723 Reduced 2.43%
29,067 $1.41 Million
Q2 2020

Aug 06, 2020
BUY
$34.05 - $45.21 $200,111 - $265,699
5,877 Added 24.58%
29,790 $1.33 Million
Q1 2020

Apr 29, 2020
BUY
$30.69 - $45.28 $1,565 - $2,309
51 Added 0.21%
23,913 $851,000
Q4 2019

Jan 17, 2020
BUY
$37.58 - $42.97 $182,526 - $208,705
4,857 Added 25.56%
23,862 $1.02 Million
Q3 2019

Oct 30, 2019
BUY
$36.92 - $39.71 $154,510 - $166,186
4,185 Added 28.24%
19,005 $734,000
Q2 2019

Jul 25, 2019
BUY
$36.05 - $39.23 $534,261 - $581,388
14,820 New
14,820 $571,000
Q3 2018

Oct 23, 2018
SELL
$36.19 - $39.12 $15,091 - $16,313
-417 Closed
0 $0
Q2 2018

Jul 20, 2018
BUY
$35.54 - $37.89 $14,820 - $15,800
417 New
417 $15,000

Others Institutions Holding XT

# of Institutions
252
Shares Held
43.8M
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
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