Wharton Business Group, LLC Ishares Tr Exponential Technol Transaction History

Wharton Business Group, LLC

$2.21 Billion
Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Wharton Business Group, LLC holds 69,970 shares of XT stock, worth $4.05 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

69,970

Previous 69,970 -0.0%

Holding current value

$4.05 Million

Previous $4.17 Million 3.52%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$58.7 - $62.72 $307,001 - $328,025	5,230 Added 8.08%	69,970 $4.17 Million
Q3 2024 Nov 07, 2024	BUY	$54.51 - $61.59 $2.04 Million - $2.31 Million	37,470 Added 137.4%	64,740 $3.94 Million
Q2 2024 Aug 12, 2024	SELL	$54.45 - $59.72 $4,628 - $5,076	-85 Reduced 0.31%	27,270 $1.6 Million
Q4 2023 Feb 07, 2024	SELL	$48.21 - $60.43 $1,205 - $1,510	-25 Reduced 0.09%	27,355 $1.64 Million
Q4 2021 Feb 10, 2022	BUY	$61.75 - $67.29 $536,298 - $584,413	8,685 Added 46.46%	27,380 $1.81 Million
Q3 2021 Nov 09, 2021	BUY	$61.98 - $66.61 $800,471 - $860,268	12,915 Added 223.44%	18,695 $1.17 Million
Q2 2021 Aug 11, 2021	BUY	$58.68 - $63.51 $339,170 - $367,087	5,780 New	5,780 $366,000

Others Institutions Holding XT

# of Institutions

272

Shares Held

43.8M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

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Wharton Business Group, LLC Ishares Tr Exponential Technol Transaction History