United Capital Financial Advisers, LLC Ishares Tr Exponential Technol Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,717 shares of XT stock, worth $348,565. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,717
Previous 6,927 17.47%
Holding current value
$348,565
Previous $412,000 18.45%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$54.45 - $59.72 $65,884 - $72,261
-1,210 Reduced 17.47%
5,717 $336,000
Q1 2024

May 15, 2024
BUY
$56.54 - $61.02 $11,308 - $12,204
200 Added 2.97%
6,927 $412,000
Q4 2023

Feb 14, 2024
SELL
$48.21 - $60.43 $35,627 - $44,657
-739 Reduced 9.9%
6,727 $402,000
Q3 2023

Nov 14, 2023
BUY
$51.24 - $58.44 $34,382 - $39,213
671 Added 9.87%
7,466 $389,000
Q2 2023

Aug 14, 2023
BUY
$49.89 - $56.59 $115,645 - $131,175
2,318 Added 51.78%
6,795 $377,000
Q1 2023

Aug 14, 2023
SELL
$47.43 - $55.75 $109,942 - $129,228
-2,318 Reduced 34.11%
4,477 $235,000
Q1 2023

May 15, 2023
BUY
$47.43 - $55.75 $2,371 - $2,787
50 Added 1.13%
4,477 $235,000
Q4 2022

Feb 14, 2023
BUY
$43.76 - $51.48 $193,725 - $227,901
4,427 New
4,427 $209,000
Q2 2022

Aug 11, 2022
BUY
$45.91 - $60.17 $198,560 - $260,235
4,325 New
4,325 $207,000

Others Institutions Holding XT

# of Institutions
259
Shares Held
44.1M
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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