A detailed history of Strategic Wealth Investment Group, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 36,052 shares of XT stock, worth $2.2 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
36,052
Previous 37,218 3.13%
Holding current value
$2.2 Million
Previous $2.19 Million 0.23%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 24, 2024

SELL
$54.51 - $61.59 $63,558 - $71,813
-1,166 Reduced 3.13%
36,052 $2.19 Million
Q2 2024

Aug 13, 2024

BUY
$54.45 - $59.72 $239,198 - $262,349
4,393 Added 13.38%
37,218 $2.19 Million
Q4 2023

Jan 16, 2024

SELL
$48.21 - $60.43 $97,239 - $121,887
-2,017 Reduced 5.79%
32,825 $1.97 Million
Q3 2023

Nov 03, 2023

BUY
$51.24 - $58.44 $6,558 - $7,480
128 Added 0.37%
34,842 $1.82 Million
Q2 2023

Jul 17, 2023

BUY
$49.89 - $56.59 $77,928 - $88,393
1,562 Added 4.71%
34,714 $1.93 Million
Q1 2023

Apr 24, 2023

BUY
$47.43 - $55.75 $1.1 Million - $1.29 Million
23,152 Added 231.52%
33,152 $1.75 Million
Q1 2023

Apr 20, 2023

SELL
$47.43 - $55.75 $962,591 - $1.13 Million
-20,295 Reduced 66.99%
10,000 $527,000
Q4 2022

Jan 27, 2023

BUY
$43.76 - $51.48 $82,750 - $97,348
1,891 Added 6.66%
30,295 $0
Q3 2022

Oct 21, 2022

BUY
$44.57 - $54.25 $192,586 - $234,414
4,321 Added 17.94%
28,404 $1.27 Million
Q2 2022

Aug 08, 2022

SELL
$45.91 - $60.17 $46,323 - $60,711
-1,009 Reduced 4.02%
24,083 $1.15 Million
Q1 2022

Apr 26, 2022

BUY
$53.33 - $66.42 $201,427 - $250,868
3,777 Added 17.72%
25,092 $1.48 Million
Q4 2021

Jan 21, 2022

BUY
$61.75 - $67.29 $69,839 - $76,104
1,131 Added 5.6%
21,315 $1.41 Million
Q3 2021

Nov 15, 2021

BUY
$61.98 - $66.61 $242,651 - $260,778
3,915 Added 24.06%
20,184 $1.27 Million
Q2 2021

Jul 16, 2021

BUY
$58.68 - $63.51 $204,793 - $221,649
3,490 Added 27.31%
16,269 $1.03 Million
Q1 2021

Apr 22, 2021

BUY
$56.43 - $62.22 $115,399 - $127,239
2,045 Added 19.05%
12,779 $757,000
Q4 2020

Jan 26, 2021

BUY
$47.8 - $57.26 $513,085 - $614,628
10,734 New
10,734 $614,000
Q4 2020

Jan 15, 2021

SELL
$47.8 - $57.26 $505,389 - $605,409
-10,573 Closed
0 $0
Q3 2020

Nov 03, 2020

BUY
$44.68 - $50.55 $17,425 - $19,714
390 Added 3.83%
10,573 $514,000
Q2 2020

Jul 13, 2020

SELL
$34.05 - $45.21 $548,749 - $728,604
-16,116 Reduced 61.28%
10,183 $453,000
Q1 2020

Apr 20, 2020

BUY
$30.69 - $45.28 $9,114 - $13,448
297 Added 1.14%
26,299 $937,000
Q4 2019

Feb 11, 2020

BUY
$37.58 - $42.97 $977,155 - $1.12 Million
26,002 New
26,002 $1.11 Million

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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