Purchases and Sales Made in Q1 2025 in Ishares Tresg Screened S&P Sma (XJR)
This table provides information about the institutional ownership of Ishares Tresg Screened S&P Sma (XJR) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TRESG SCREENED S&P SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$1.1M - $1.28M
|
30K
$1.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
4.03K+ 13.9% |
$148K - $172K
|
33K
$1.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
917New |
$33.7K - $39.2K
|
917
$32.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
500+ 3.37% |
$18.4K - $21.4K
|
15.3K
$543K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
487+ 6.66% |
$17.9K - $20.8K
|
7.8K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
400+ 6.91% |
$14.7K - $17.1K
|
6.19K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
353+ 3.04% |
$13K - $15.1K
|
12K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
245+ 4.11% |
$8.99K - $10.5K
|
6.21K
$220K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.51K - $6.42K
|
150
$5.32K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 9.72% |
$2.13K - $2.48K
|
655
$23.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.38K- 18.98% |
$87.3K - $102K
|
10.2K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.75K- 14.39% |
$174K - $203K
|
28.2K
$1M
|