Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.51KNew |
$281K - $317K
|
7.51K
$318K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.77KNew |
$253K - $286K
|
6.77K
$286K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.82K+ 28.78% |
$106K - $119K
|
12.6K
$534K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 17581.25% |
$105K - $119K
|
2.83K
$120K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.11% |
$412 - $464
|
10.5K
$443K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$375 - $422
|
11.4K
$483K
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.12% |
$300 - $338
|
6.74K
$285K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.42% |
$74.9 - $84.4
|
481
$20.3K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-183- 2.24% |
$6.85K - $7.72K
|
8K
$338K
|