Advisor Group Holdings, Inc. Ishares Tresg Screened S&P Sma Transaction History

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 5,074 shares of XJR stock, worth $193,877. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,074
Previous 1,221 315.56%
Holding current value
$193,877
Previous $50,000 280.0%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$36.7 - $42.78 $141,405 - $164,831
3,853 Added 315.56%
5,074 $190,000
Q4 2024

Jun 06, 2025
SELL
$40.62 - $45.4 $10,520 - $11,758
-259 Reduced 5.1%
4,815 $198,000
Q4 2024

Feb 07, 2025
SELL
$40.62 - $45.4 $14,095 - $15,753
-347 Reduced 22.13%
1,221 $50,000
Q3 2024

Nov 13, 2024
BUY
$37.45 - $42.19 $8,538 - $9,619
228 Added 17.01%
1,568 $65,000
Q2 2024

Aug 13, 2024
SELL
$36.08 - $39.37 $13,926 - $15,196
-386 Reduced 22.36%
1,340 $50,000
Q1 2024

May 10, 2024
BUY
$36.12 - $39.17 $6,754 - $7,324
187 Added 12.15%
1,726 $67,000
Q4 2023

Feb 12, 2024
BUY
$30.69 - $38.87 $8,163 - $10,339
266 Added 20.9%
1,539 $58,000
Q3 2023

Nov 13, 2023
SELL
$32.6 - $36.92 $12,746 - $14,435
-391 Reduced 23.5%
1,273 $42,000
Q2 2023

Aug 10, 2023
BUY
$31.98 - $35.12 $383 - $421
12 Added 0.73%
1,664 $58,000
Q1 2023

May 12, 2023
BUY
$32.42 - $37.84 $14,102 - $16,460
435 Added 35.74%
1,652 $56,000
Q4 2022

Feb 10, 2023
BUY
$31.29 - $35.81 $19,681 - $22,524
629 Added 106.97%
1,217 $40,000
Q3 2022

Nov 14, 2022
SELL
$30.67 - $37.46 $71,583 - $87,431
-2,334 Reduced 79.88%
588 $18,000
Q1 2022

May 04, 2022
BUY
$36.17 - $41.34 $21,159 - $24,183
585 Added 25.03%
2,922 $110,000
Q3 2021

Nov 05, 2021
SELL
$37.02 - $40.23 $925 - $1,005
-25 Reduced 1.06%
2,337 $90,000
Q1 2021

May 13, 2021
BUY
$32.84 - $41.2 $29,490 - $36,997
898 Added 61.34%
2,362 $92,000
Q4 2020

Feb 10, 2021
BUY
$25.83 - $33.4 $37,815 - $48,897
1,464 New
1,464 $49,000

Others Institutions Holding XJR

# of Institutions
82
Shares Held
787K
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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