Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.97K+ 18.15% |
$273K - $302K
|
45.4K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.75KNew |
$264K - $293K
|
6.75K
$280K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.41K+ 5.06% |
$133K - $148K
|
70.8K
$2.93M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
681+ 5.7% |
$26.7K - $29.5K
|
12.6K
$524K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
667+ 9.96% |
$26.1K - $28.9K
|
7.36K
$305K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
352New |
$13.8K - $15.3K
|
352
$14.6K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
75+ 0.87% |
$2.94K - $3.25K
|
8.69K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 38.67% |
$2.27K - $2.52K
|
208
$8.63K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 0.36% |
$2.19K - $2.43K
|
15.4K
$640K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.36% |
$1.1K - $1.21K
|
7.86K
$326K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$901 - $998
|
23
$954
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 4.66% |
$862 - $954
|
494
$20.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
$823 - $911
|
6.23K
$259K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.29% |
$823 - $911
|
7.26K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.29% |
$588 - $651
|
5.28K
$219K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$392 - $434
|
16.1K
$668K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$392 - $434
|
2.88K
$119K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$78.3 - $86.7
|
549
$22.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$78.3 - $86.7
|
490
$20.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.17% |
$78.3 - $86.7
|
90
$3.73K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-17- 0.26% |
$666 - $737
|
6.47K
$268K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 0.81% |
$2.55K - $2.82K
|
7.97K
$330K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-222- 20.96% |
$8.7K - $9.63K
|
837
$34.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 7.36% |
$15.4K - $17K
|
4.95K
$205K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-416- 5.62% |
$16.3K - $18K
|
6.98K
$290K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-425- 5.34% |
$16.6K - $18.4K
|
7.53K
$312K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-476- 1.81% |
$18.6K - $20.6K
|
25.8K
$1.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-645- 10.25% |
$25.3K - $28K
|
5.65K
$234K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-650- 33.8% |
$25.5K - $28.2K
|
1.27K
$52.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.58K- 18.78% |
$62K - $68.7K
|
6.85K
$284K
|