Ishares Tr Exponential Technologies Etf shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Ishares Tr Exponential Technologies Etf
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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $581k | 9.7k | 59.87 |
| 2023-09-30 | $531k | 10k | 52.21 |
| 2023-06-30 | $618k | 839 | 737.10 |
| 2023-03-31 | $587k | 2.8k | 208.62 |
| 2022-12-31 | $722k | 15k | 47.34 |
| 2022-09-30 | $764k | 17k | 44.68 |
| 2022-06-30 | $895k | 19k | 47.97 |
| 2022-03-31 | $1.3M | 22k | 58.95 |
| 2021-12-31 | $1.8M | 28k | 66.08 |
| 2021-09-30 | $1.8M | 32k | 56.89 |
| 2021-06-30 | $1.9M | 29k | 63.24 |
| 2021-03-31 | $1.8M | 31k | 59.23 |
| 2020-12-31 | $1.5M | 26k | 57.25 |
| 2020-09-30 | $1.5M | 30k | 48.59 |
| 2020-06-30 | $2.2M | 49k | 44.51 |
| 2020-03-31 | $3.3M | 93k | 35.61 |
| 2019-12-31 | $8.1M | 189k | 42.76 |
| 2019-09-30 | $10M | 258k | 38.66 |
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