Balanced Rock Investment Advisor Ishares Tresg Screened S&P Sma Transaction History

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 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 38,701 shares of XJR stock, worth $1.72 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
38,701
Previous 37,862 2.22%
Holding current value
$1.72 Million
Previous $1.43 Billion 12.85%
% of portfolio
1.27%
Previous 1.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$37.45 - $42.19 $31,420 - $35,397
839 Added 2.22%
38,701 $1.62 Billion
Q2 2024

Jul 31, 2024
BUY
$36.08 - $39.37 $44,811 - $48,897
1,242 Added 3.39%
37,862 $1.43 Billion
Q1 2024

May 13, 2024
BUY
$36.12 - $39.17 $547,434 - $593,660
15,156 Added 70.61%
36,620 $1.43 Billion
Q4 2023

Feb 13, 2024
BUY
$30.69 - $38.87 $658,730 - $834,305
21,464 New
21,464 $821 Million

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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