iShares Exponential Technologies ETF (NASDAQ:XT) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC trimmed its position in shares of iShares Exponential Technologies ETF (NASDAQ:XT) by 9.0% in the first quarter, HoldingsChannel reports. The institutional investor owned 8,827 shares of the company’s stock after selling 873 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Exponential Technologies ETF were worth $526,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Sax Wealth Advisors LLC boosted its position in iShares Exponential Technologies ETF by 21.7% during the 1st quarter. Sax Wealth Advisors LLC now owns 20,426 shares of the company’s stock worth $1,218,000 after purchasing an additional 3,645 shares during the period. O Shaughnessy Asset Management LLC boosted its position in iShares Exponential Technologies ETF by 24.9% during the 1st quarter. O Shaughnessy Asset Management LLC now owns 5,511 shares of the company’s stock worth $329,000 after purchasing an additional 1,098 shares during the period. Forum Financial Management LP purchased a new stake in iShares Exponential Technologies ETF during the 1st quarter worth $3,696,000. Clearwater Capital Advisors LLC boosted its position in iShares Exponential Technologies ETF by 11.2% in the 1st quarter. Clearwater Capital Advisors LLC now owns 62,786 shares of the company’s stock valued at $3,743,000 after buying an additional 6,335 shares during the last quarter. Finally, Avantax Advisory Services Inc. boosted its position in iShares Exponential Technologies ETF by 10.1% in the 1st quarter. Avantax Advisory Services Inc. now owns 27,863 shares of the company’s stock valued at $1,661,000 after buying an additional 2,559 shares during the last quarter.

iShares Exponential Technologies ETF Trading Up 1.6 %

NASDAQ:XT traded up $0.91 on Friday, reaching $58.54. The stock had a trading volume of 79,878 shares, compared to its average volume of 101,646. The company has a 50-day moving average of $59.16 and a 200 day moving average of $58.60. The stock has a market cap of $3.38 billion, a P/E ratio of 23.27 and a beta of 1.02. iShares Exponential Technologies ETF has a 12-month low of $48.10 and a 12-month high of $61.60.

iShares Exponential Technologies ETF Announces Dividend

The company also recently disclosed a Semi-Annual dividend, which was paid on Monday, June 17th. Shareholders of record on Tuesday, June 11th were given a $0.1582 dividend. The ex-dividend date of this dividend was Tuesday, June 11th.

iShares Exponential Technologies ETF Profile

The iShares Exponential Technologies ETF (XT) is an exchange-traded fund that mostly invests in information technology equity. The fund tracks an equal-weighted index that provides exposure to firms from developed and emerging markets, which create or use exponential technologies as defined by Morningstar.