Hb Wealth Management, LLC Ishares Tr Exponential Technol Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Hb Wealth Management, LLC holds 7,525 shares of XT stock, worth $554,667. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,525
Previous 7,025 7.12%
Holding current value
$554,667
Previous $458,000 18.12%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$65.04 - $71.97 $32,520 - $35,985
500 Added 7.12%
7,525 $541,000
Q2 2025

Jul 17, 2025
SELL
$49.86 - $65.25 $24,930 - $32,625
-500 Reduced 6.64%
7,025 $458,000
Q1 2025

May 07, 2025
SELL
$57.56 - $64.0 $28,780 - $32,000
-500 Reduced 6.23%
7,525 $433,000
Q4 2024

Jan 15, 2025
SELL
$58.7 - $62.72 $57,232 - $61,152
-975 Reduced 10.83%
8,025 $479,000
Q3 2024

Oct 15, 2024
SELL
$54.51 - $61.59 $7,086 - $8,006
-130 Reduced 1.42%
9,000 $547,000
Q4 2023

Jan 16, 2024
SELL
$48.21 - $60.43 $2,410 - $3,021
-50 Reduced 0.54%
9,130 $546,000
Q3 2023

Oct 13, 2023
SELL
$51.24 - $58.44 $22,801 - $26,005
-445 Reduced 4.62%
9,180 $479,000
Q2 2023

Jul 13, 2023
SELL
$49.89 - $56.59 $36,170 - $41,027
-725 Reduced 7.0%
9,625 $535,000
Q1 2023

Apr 13, 2023
SELL
$47.43 - $55.75 $25,375 - $29,826
-535 Reduced 4.92%
10,350 $545,000
Q4 2022

Jan 20, 2023
BUY
$43.76 - $51.48 $23,411 - $27,541
535 Added 5.17%
10,885 $0
Q3 2022

Oct 19, 2022
BUY
$44.57 - $54.25 $28,970 - $35,262
650 Added 6.7%
10,350 $461,000
Q2 2022

Jul 15, 2022
SELL
$45.91 - $60.17 $127,400 - $166,971
-2,775 Reduced 22.24%
9,700 $465,000
Q4 2021

Feb 15, 2022
BUY
$61.75 - $67.29 $770,331 - $839,442
12,475 New
12,475 $824,000

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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