Accurate Wealth Management, LLC Ishares Tr Exponential Technol Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 2025

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,704 shares of XT stock, worth $420,441. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,704
Previous 5,704 -0.0%
Holding current value
$420,441
Previous $372,000 10.22%
% of portfolio
0.06%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$49.86 - $65.25 $149 - $195
3 Added 0.05%
5,704 $372,000
Q4 2024

Jan 14, 2025
SELL
$58.7 - $62.72 $1,819 - $1,944
-31 Reduced 0.54%
5,701 $340,000
Q3 2024

Oct 17, 2024
BUY
$54.51 - $61.59 $1,689 - $1,909
31 Added 0.54%
5,732 $348,000
Q1 2024

Apr 22, 2024
SELL
$56.54 - $61.02 $1,130 - $1,220
-20 Reduced 0.35%
5,701 $339,000
Q4 2023

Jan 12, 2024
SELL
$48.21 - $60.43 $915 - $1,148
-19 Reduced 0.33%
5,721 $342,000
Q3 2023

Oct 23, 2023
SELL
$51.24 - $58.44 $3,074 - $3,506
-60 Reduced 1.03%
5,740 $299,000
Q1 2023

Apr 13, 2023
BUY
$47.43 - $55.75 $2,845 - $3,345
60 Added 1.05%
5,800 $305,000
Q4 2022

Jan 11, 2023
SELL
$43.76 - $51.48 $175 - $205
-4 Reduced 0.07%
5,740 $0
Q3 2022

Nov 14, 2022
BUY
$44.57 - $54.25 $178 - $217
4 Added 0.07%
5,744 $519,000
Q2 2022

Aug 04, 2022
BUY
$45.91 - $60.17 $263,523 - $345,375
5,740 New
5,740 $286,000

Others Institutions Holding XT

# of Institutions
303
Shares Held
42.2M
Call Options Held
0
Put Options Held
1K
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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