Concord Wealth Partners Has $261,000 Stock Holdings in iShares Exponential Technologies ETF (NASDAQ:XT)

Concord Wealth Partners cut its stake in shares of iShares Exponential Technologies ETF (NASDAQ:XT) by 32.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,526 shares of the company’s stock after selling 2,222 shares during the quarter. Concord Wealth Partners’ holdings in iShares Exponential Technologies ETF were worth $261,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Envestnet Portfolio Solutions Inc. lifted its position in iShares Exponential Technologies ETF by 2.3% during the fourth quarter. Envestnet Portfolio Solutions Inc. now owns 15,746 shares of the company’s stock valued at $939,000 after purchasing an additional 359 shares during the last quarter. Financial Engines Advisors L.L.C. lifted its stake in iShares Exponential Technologies ETF by 1.3% during the 4th quarter. Financial Engines Advisors L.L.C. now owns 34,675,164 shares of the company’s stock valued at $2,068,720,000 after acquiring an additional 451,288 shares during the period. JPMorgan Chase & Co. increased its holdings in iShares Exponential Technologies ETF by 379.8% in the 4th quarter. JPMorgan Chase & Co. now owns 20,611 shares of the company’s stock worth $1,230,000 after acquiring an additional 16,315 shares in the last quarter. Howe & Rusling Inc. purchased a new stake in iShares Exponential Technologies ETF during the 4th quarter valued at approximately $64,000. Finally, Blair William & Co. IL grew its holdings in shares of iShares Exponential Technologies ETF by 1.9% in the fourth quarter. Blair William & Co. IL now owns 9,853 shares of the company’s stock valued at $588,000 after purchasing an additional 180 shares in the last quarter.

iShares Exponential Technologies ETF Price Performance

Shares of XT stock opened at $66.31 on Friday. The stock has a 50 day simple moving average of $63.38 and a 200-day simple moving average of $60.75. The company has a market cap of $3.45 billion, a price-to-earnings ratio of 26.41 and a beta of 1.02. iShares Exponential Technologies ETF has a 1-year low of $49.01 and a 1-year high of $66.50.

iShares Exponential Technologies ETF Increases Dividend

The business also recently declared a dividend, which was paid on Friday, June 20th. Stockholders of record on Monday, June 16th were issued a $0.209 dividend. This is a boost from iShares Exponential Technologies ETF’s previous dividend of $0.01. The ex-dividend date of this dividend was Monday, June 16th.

iShares Exponential Technologies ETF Company 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.