Sweet Financial Partners, LLC Ishares Tr Exponential Technol Transaction History

Sweet Financial Partners, LLC

$447 Million
Q3 2024

A detailed history of Sweet Financial Partners, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Sweet Financial Partners, LLC holds 189,413 shares of XT stock, worth $11.5 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

189,413

Previous 190,475 0.56%

Holding current value

$11.5 Million

Previous $11.2 Million 2.91%

% of portfolio

2.58%

Previous 2.64%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$54.51 - $61.59 $57,889 - $65,408	-1,062 Reduced 0.56%	189,413 $11.5 Million
Q2 2024 Jul 18, 2024	SELL	$54.45 - $59.72 $45,030 - $49,388	-827 Reduced 0.43%	190,475 $11.2 Million
Q1 2024 Apr 23, 2024	SELL	$56.54 - $61.02 $213,551 - $230,472	-3,777 Reduced 1.94%	191,302 $11.4 Million
Q4 2023 Jan 12, 2024	SELL	$48.21 - $60.43 $48,210 - $60,430	-1,000 Reduced 0.51%	195,079 $11.7 Million
Q3 2023 Oct 23, 2023	SELL	$51.24 - $58.44 $86,954 - $99,172	-1,697 Reduced 0.86%	196,079 $10.2 Million
Q2 2023 Jul 24, 2023	SELL	$49.89 - $56.59 $76,680 - $86,978	-1,537 Reduced 0.77%	197,776 $11 Million
Q1 2023 Apr 14, 2023	SELL	$47.43 - $55.75 $30,829 - $36,237	-650 Reduced 0.33%	199,313 $10.5 Million
Q4 2022 Jan 19, 2023	SELL	$43.76 - $51.48 $756,260 - $889,677	-17,282 Reduced 7.96%	199,963 $0
Q3 2022 Nov 10, 2022	SELL	$44.57 - $54.25 $113,163 - $137,740	-2,539 Reduced 1.16%	217,245 $9.68 Million
Q2 2022 Aug 03, 2022	SELL	$45.91 - $60.17 $183,226 - $240,138	-3,991 Reduced 1.78%	219,784 $10.5 Million
Q1 2022 Apr 22, 2022	SELL	$53.33 - $66.42 $4.98 Million - $6.2 Million	-93,388 Reduced 29.44%	223,775 $13.2 Million
Q4 2021 Feb 07, 2022	BUY	$61.75 - $67.29 $19.6 Million - $21.3 Million	317,163 New	317,163 $21 Million

Others Institutions Holding XT

# of Institutions

252

Shares Held

44.2M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Sweet Financial Partners, LLC Ishares Tr Exponential Technol Transaction History