Birchbrook, Inc. Ishares Tresg Screened S&P Sma Transaction History
Birchbrook, Inc.
- $193 Billion
- Q3 2025
A detailed history of Birchbrook, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Birchbrook, Inc. holds 6,981 shares of XJR stock, worth $289,502. This represents 0.15% of its overall portfolio holdings.
Number of Shares
6,981
Previous 7,397
5.62%
Holding current value
$289,502
Previous $293 Million
1.56%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding XJR
# of Institutions
87Shares Held
785KCall Options Held
0Put Options Held
0-
Bailard, Inc.70.8KShares$2.93 Million0.07% of portfolio
-
Franklin Resources Inc San Mateo, CA55.8KShares$2.31 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2.07 Million0.09% of portfolio
-
Highland Financial Advisors, LLC45.4KShares$1.88 Million0.56% of portfolio
-
Better Money Decisions, LLC34.5KShares$1.43 Million0.83% of portfolio