Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.42K+ 28.09% |
$276K - $333K
|
38.4K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.03KNew |
$263K - $318K
|
8.03K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.99KNew |
$229K - $277K
|
6.99K
$280K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.26KNew |
$172K - $208K
|
5.26K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4.43K+ 20.32% |
$145K - $175K
|
26.3K
$1.05M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
793+ 20.4% |
$26K - $31.4K
|
4.68K
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
709+ 11.85% |
$23.2K - $28K
|
6.69K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
425+ 3.69% |
$13.9K - $16.8K
|
12K
$478K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
375+ 6.04% |
$12.3K - $14.8K
|
6.58K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
214+ 3.41% |
$7.01K - $8.46K
|
6.49K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
212+ 3.02% |
$6.94K - $8.38K
|
7.24K
$290K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
67+ 7.12% |
$2.19K - $2.65K
|
1.01K
$40.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58+ 0.38% |
$1.9K - $2.29K
|
15.4K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.53% |
$1.18K - $1.42K
|
6.8K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.38% |
$983 - $1.19K
|
7.83K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
$688 - $831
|
6.21K
$248K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$65.5 - $79.1
|
488
$19.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$65.5 - $79.1
|
547
$21.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.21% |
$32.8 - $39.6
|
472
$18.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 10.93% |
$2.16K - $2.61K
|
538
$21.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-81- 0.68% |
$2.65K - $3.2K
|
11.9K
$475K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-321- 35.01% |
$10.5K - $12.7K
|
596
$23.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.73K- 17.03% |
$56.7K - $68.4K
|
8.43K
$337K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.86K- 22.81% |
$60.9K - $73.6K
|
6.3K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 30.43% |
$76.5K - $92.3K
|
5.34K
$214K
|