Moneco Advisors, LLC Ishares Tr Exponential Technol Transaction History

Moneco Advisors, LLC

$1.14 Billion
Q3 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	SELL	$49.86 - $65.25 $344,432 - $450,747	-6,908 Reduced 66.56%	3,470 $226,000
Q1 2025 Aug 15, 2025	SELL	$57.56 - $64.0 $13,469 - $14,976	-234 Reduced 2.21%	10,378 $597,000
Q1 2025 May 08, 2025	SELL	$57.56 - $64.0 $13,469 - $14,976	-234 Reduced 2.21%	10,378 $597,000
Q4 2024 Aug 15, 2025	BUY	$58.7 - $62.72 $419,235 - $447,946	7,142 Added 205.82%	10,612 $633,000
Q4 2024 Feb 03, 2025	SELL	$58.7 - $62.72 $7,631 - $8,153	-130 Reduced 1.21%	10,612 $633,000

Q3 2024 Oct 24, 2024	SELL	$54.51 - $61.59 $8,612 - $9,731	-158 Reduced 1.45%	10,742 $653,000
Q2 2024 Jul 19, 2024	BUY	$54.45 - $59.72 $27,007 - $29,621	496 Added 4.77%	10,900 $641,000
Q1 2024 Apr 25, 2024	BUY	$56.54 - $61.02 $182,680 - $197,155	3,231 Added 45.04%	10,404 $620,000
Q4 2023 Mar 13, 2024	SELL	$48.21 - $60.43 $2,989 - $3,746	-62 Reduced 0.86%	7,173 $429,000
Q4 2023 Feb 05, 2024	BUY	$48.21 - $60.43 $348,799 - $437,211	7,235 New	7,235 $433,000

Others Institutions Holding XT

# of Institutions

303

Shares Held

42.2M

Call Options Held

0

Put Options Held

1K

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

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