EP Wealth Advisors LLC Acquires 1,695 Shares of iShares Exponential Technologies ETF (NASDAQ:XT)

EP Wealth Advisors LLC raised its holdings in shares of iShares Exponential Technologies ETF (NASDAQ:XT) by 24.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,710 shares of the company’s stock after buying an additional 1,695 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares Exponential Technologies ETF were worth $520,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in the business. OneDigital Investment Advisors LLC raised its holdings in shares of iShares Exponential Technologies ETF by 3.0% in the 4th quarter. OneDigital Investment Advisors LLC now owns 6,050 shares of the company’s stock valued at $361,000 after acquiring an additional 179 shares in the last quarter. Blair William & Co. IL raised its holdings in shares of iShares Exponential Technologies ETF by 1.9% in the 4th quarter. Blair William & Co. IL now owns 9,853 shares of the company’s stock valued at $588,000 after acquiring an additional 180 shares in the last quarter. CIBC Private Wealth Group LLC raised its holdings in shares of iShares Exponential Technologies ETF by 5.5% in the 4th quarter. CIBC Private Wealth Group LLC now owns 3,708 shares of the company’s stock valued at $224,000 after acquiring an additional 194 shares in the last quarter. CoreCap Advisors LLC raised its holdings in shares of iShares Exponential Technologies ETF by 41.7% during the 4th quarter. CoreCap Advisors LLC now owns 1,009 shares of the company’s stock valued at $60,000 after buying an additional 297 shares in the last quarter. Finally, Pallas Capital Advisors LLC raised its holdings in shares of iShares Exponential Technologies ETF by 1.6% during the 4th quarter. Pallas Capital Advisors LLC now owns 21,006 shares of the company’s stock valued at $1,253,000 after buying an additional 324 shares in the last quarter.

iShares Exponential Technologies ETF Trading Up 0.3%

Shares of NASDAQ XT opened at $59.11 on Monday. The stock has a market cap of $3.11 billion, a price-to-earnings ratio of 23.47 and a beta of 1.02. iShares Exponential Technologies ETF has a 1-year low of $49.01 and a 1-year high of $64.26. The stock’s 50-day moving average is $57.23 and its 200 day moving average is $59.87.

About iShares Exponential Technologies ETF

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.