Asset Dedication, LLC Ishares Tr Exponential Technol Transaction History

Asset Dedication, LLC

$1.45 Billion
Q3 2025

A detailed history of Asset Dedication, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Asset Dedication, LLC holds 15 shares of XT stock, worth $1,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,105

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 20, 2025	BUY	$65.04 - $71.97 $975 - $1,079	15 New	15 $1,000
Q3 2024 Oct 15, 2024	BUY	$54.51 - $61.59 $9,484 - $10,716	174 New	174 $10,000
Q1 2022 Apr 21, 2022	SELL	$53.33 - $66.42 $7,199 - $8,966	-135 Closed	0 $0
Q3 2021 Oct 18, 2021	BUY	$61.98 - $66.61 $8,367 - $8,992	135 New	135 $8,000

Others Institutions Holding XT

# of Institutions

303

Shares Held

42.2M

Call Options Held

Put Options Held

Financial Engines Advisors L.L.C. Santa Clara, CA

33.2M
Shares

$2.44 Billion
4.57% of portfolio
Lpl Financial LLC Fort Mill, SC

623K
Shares

$45.9 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

616K
Shares

$45.4 Million
0.01% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

536K
Shares

$39.5 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

285K
Shares

$21 Million
0.0% of portfolio

View Full List

About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
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