Root Financial Partners, LLC Ishares Tr Exponential Technol Transaction History

Root Financial Partners, LLC

  • $1.62 Trillion
  • Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Root Financial Partners, LLC holds 5,372 shares of XT stock, worth $395,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,372
Previous 4,095 31.18%
Holding current value
$395,970
Previous $267 Million 44.64%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 29, 2025
BUY
$65.04 - $71.97 $83,056 - $91,905
1,277 Added 31.18%
5,372 $386 Million
Q2 2025

Aug 11, 2025
SELL
$49.86 - $65.25 $59,582 - $77,973
-1,195 Reduced 22.59%
4,095 $267 Million
Q4 2024

Jan 29, 2025
BUY
$58.7 - $62.72 $100,083 - $106,937
1,705 Added 47.56%
5,290 $316 Million
Q3 2024

Oct 31, 2024
BUY
$54.51 - $61.59 $195,418 - $220,800
3,585 New
3,585 $218 Million

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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