A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 49,338 shares of XT stock, worth $3.01 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
49,338
Previous 49,658 0.64%
Holding current value
$3.01 Million
Previous $2.92 Million 2.81%
% of portfolio
0.53%
Previous 0.55%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$54.51 - $61.59 $17,443 - $19,708
-320 Reduced 0.64%
49,338 $3 Million
Q2 2024

Jul 18, 2024

BUY
$54.45 - $59.72 $48,950 - $53,688
899 Added 1.84%
49,658 $2.92 Million
Q1 2024

May 02, 2024

BUY
$56.54 - $61.02 $236,563 - $255,307
4,184 Added 9.39%
48,759 $2.91 Million
Q4 2023

Feb 07, 2024

SELL
$48.21 - $60.43 $96,853 - $121,403
-2,009 Reduced 4.31%
44,575 $2.67 Million
Q3 2023

Oct 31, 2023

SELL
$51.24 - $58.44 $611,344 - $697,247
-11,931 Reduced 20.39%
46,584 $2.43 Million
Q2 2023

Jul 24, 2023

BUY
$49.89 - $56.59 $484,731 - $549,828
9,716 Added 19.91%
58,515 $3.25 Million
Q1 2023

Apr 18, 2023

SELL
$47.43 - $55.75 $553,934 - $651,104
-11,679 Reduced 19.31%
48,799 $2.57 Million
Q4 2022

Jan 30, 2023

SELL
$43.76 - $51.48 $48,792 - $57,400
-1,115 Reduced 1.81%
60,478 $2.86 Million
Q3 2022

Nov 02, 2022

BUY
$44.57 - $54.25 $81,429 - $99,114
1,827 Added 3.06%
61,593 $3,000
Q2 2022

Jul 26, 2022

BUY
$45.91 - $60.17 $300,343 - $393,632
6,542 Added 12.29%
59,766 $2.86 Million
Q1 2022

May 03, 2022

BUY
$53.33 - $66.42 $616,494 - $767,815
11,560 Added 27.75%
53,224 $3.14 Million
Q4 2021

Jan 31, 2022

BUY
$61.75 - $67.29 $983,677 - $1.07 Million
15,930 Added 61.9%
41,664 $2.75 Million
Q3 2021

Nov 12, 2021

BUY
$61.98 - $66.61 $505,508 - $543,271
8,156 Added 46.4%
25,734 $1.61 Million
Q2 2021

Jul 27, 2021

BUY
$58.68 - $63.51 $435,581 - $471,434
7,423 Added 73.1%
17,578 $1.11 Million
Q1 2021

Apr 27, 2021

BUY
$56.43 - $62.22 $57,220 - $63,091
1,014 Added 11.09%
10,155 $601,000
Q4 2020

Mar 19, 2021

BUY
$47.8 - $57.26 $436,939 - $523,413
9,141 New
9,141 $523,000

Others Institutions Holding XT

About ISHARES TR EXPONENTIAL TECHNOL


  • Ticker XT
  • Sector ETFs
  • Industry ETFs
More about XT
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