Verity Wealth Advisors Ishares Tr Exponential Technol Transaction History

Verity Wealth Advisors

$159 Million
Q4 2025

A detailed history of Verity Wealth Advisors transactions in Ishares Tr Exponential Technol stock. As of the latest transaction made, Verity Wealth Advisors holds 5,786 shares of XT stock, worth $426,486. This represents 0.27% of its overall portfolio holdings.

Number of Shares

5,786

Previous 4,301 34.53%

Holding current value

$426,486

Previous $309,000 37.86%

% of portfolio

0.27%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	BUY	$71.46 - $75.47 $106,118 - $112,072	1,485 Added 34.53%	5,786 $426,000
Q3 2025 Oct 17, 2025	SELL	$65.04 - $71.97 $486,434 - $538,263	-7,479 Reduced 63.49%	4,301 $309,000
Q1 2024 Apr 04, 2024	BUY	$56.54 - $61.02 $368,188 - $397,362	6,512 Added 123.61%	11,780 $702,000
Q4 2023 Jan 04, 2024	SELL	$48.21 - $60.43 $11,425 - $14,321	-237 Reduced 4.31%	5,268 $315,000
Q4 2022 Jan 11, 2023	BUY	$43.76 - $51.48 $43,409 - $51,068	992 Added 21.98%	5,505 $0

Q2 2022 Jul 12, 2022	BUY	$45.91 - $60.17 $207,191 - $271,547	4,513 New	4,513 $216,000

Others Institutions Holding XT

# of Institutions

302

Shares Held

42.1M

Call Options Held

Put Options Held

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About ISHARES TR EXPONENTIAL TECHNOL

Ticker XT
Sector ETFs
Industry ETFs

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Verity Wealth Advisors Ishares Tr Exponential Technol Transaction History