Balanced Rock Investment Advisor Ishares Tresg Screened S&P Sma Transaction History
Balanced Rock Investment Advisor
- $117 Billion
- Q1 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 36,620 shares of XJR stock, worth $1.38 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
36,620
Previous 21,464
70.61%
Holding current value
$1.38 Million
Previous $821 Million
74.68%
% of portfolio
1.22%
Previous 0.73%
Shares
2 transactions
Others Institutions Holding XJR
# of Institutions
53Shares Held
527KCall Options Held
0Put Options Held
0-
Jane Street Group, LLC New York, NY49.8KShares$1.88 Million0.0% of portfolio
-
Franklin Resources Inc San Mateo, CA47KShares$1.77 Million0.0% of portfolio
-
Bailard, Inc.39.1KShares$1.47 Million0.04% of portfolio
-
Merriman Wealth Management, LLC37.2KShares$1.4 Million0.07% of portfolio
-
Cambridge Investment Research Advisors, Inc.36KShares$1.36 Million0.01% of portfolio