Napatree Capital LLC Ishares Tresg Screened S&P Sma Transaction History

Napatree Capital LLC

$143 Billion
Q3 2024

A detailed history of Napatree Capital LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Napatree Capital LLC holds 5,186 shares of XJR stock, worth $212,989. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,186

Holding current value

$212,989

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$37.45 - $42.19 $194,215 - $218,797	5,186 New	5,186 $217 Million

Others Institutions Holding XJR

# of Institutions

Shares Held

612K

Call Options Held

Put Options Held

Bailard, Inc.

54.6K
Shares

$2.24 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.18 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.12 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.59 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.37 Million
0.0% of portfolio

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

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