Sweet Financial Partners, LLC Ishares Tr Exponential Technol Transaction History

Sweet Financial Partners, LLC

$420 Million
Q1 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 191,302 shares of XT stock, worth $11.3 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

191,302

Previous 195,079 1.94%

Holding current value

$11.3 Million

Previous $11.7 Million 2.35%

% of portfolio

2.72%

Previous 2.8%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$45.84 - $51.48 $792,206 - $889,677	-17,282 Reduced 7.96%	199,963 $0
Q3 2022 Nov 10, 2022	SELL	$45.25 - $54.25 $114,889 - $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

258

Shares Held

44M

Call Options Held

10.2K

Put Options Held

1.1K

View Full List

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

More about XT

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sweet Financial Partners, LLC with notifications on news.

Account

Sweet Financial Partners, LLC Ishares Tr Exponential Technol Transaction History