Armbruster Capital Management, Inc. Ishares Tresg Screened S&P Sma Transaction History

Armbruster Capital Management, Inc.

$583 Million
Q3 2025

A detailed history of Armbruster Capital Management, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Armbruster Capital Management, Inc. holds 7,361 shares of XJR stock, worth $308,720. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,361

Previous 6,694 9.96%

Holding current value

$308,720

Previous $264,000 18.56%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	$39.17 - $43.37 $26,126 - $28,927	667 Added 9.96%	7,361 $313,000
Q2 2025 Jul 23, 2025	BUY	$32.75 - $39.55 $23,219 - $28,040	709 Added 11.85%	6,694 $264,000
Q4 2024 Jan 22, 2025	SELL	$40.62 - $45.4 $7,108 - $7,945	-175 Reduced 2.84%	5,985 $246,000
Q3 2024 Nov 04, 2024	SELL	$37.45 - $42.19 $35,577 - $40,080	-950 Reduced 13.36%	6,160 $257,000
Q2 2024 Jul 29, 2024	BUY	$36.08 - $39.37 $4,510 - $4,921	125 Added 1.79%	7,110 $269,000
Q1 2024 May 07, 2024	BUY	$36.12 - $39.17 $25,284 - $27,419	700 Added 11.14%	6,985 $273,000
Q4 2023 Feb 01, 2024	BUY	$30.69 - $38.87 $192,886 - $244,297	6,285 New	6,285 $240,000
Q2 2023 Aug 03, 2023	BUY	$31.98 - $35.12 $187,882 - $206,329	5,875 New	5,875 $205,000

Others Institutions Holding XJR

# of Institutions

Shares Held

843K

Call Options Held

Put Options Held

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About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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Armbruster Capital Management, Inc. Ishares Tresg Screened S&P Sma Transaction History