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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.31K- 58.79% |
$42.8K - $51.7K
|
917
$38K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.46K- 12.16% |
$47.8K - $57.7K
|
10.6K
$438K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.73K- 17.03% |
$56.7K - $68.4K
|
8.43K
$350K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.86K- 22.81% |
$60.9K - $73.6K
|
6.3K
$261K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 40.5% |
$61.6K - $74.4K
|
2.76K
$115K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 88.48% |
$74K - $89.3K
|
294
$12.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.33K- 3.35% |
$76.4K - $92.2K
|
67.3K
$2.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 30.43% |
$76.5K - $92.3K
|
5.34K
$221K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.94K- 5.0% |
$96.1K - $116K
|
55.8K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.96K- 26.94% |
$162K - $196K
|
13.4K
$557K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.7K- 39.46% |
$220K - $265K
|
10.3K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.01K- 59.28% |
$295K - $356K
|
6.19K
$257K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-19.2K- 72.61% |
$627K - $758K
|
7.23K
$300K
|