A detailed history of Bailard, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Bailard, Inc. holds 54,577 shares of XJR stock, worth $2.43 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
54,577
Previous 44,987 21.32%
Holding current value
$2.43 Million
Previous $1.7 Million 33.94%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 30, 2024

BUY
$37.45 - $42.19 $359,145 - $404,602
9,590 Added 21.32%
54,577 $2.28 Million
Q2 2024

Jul 25, 2024

BUY
$36.08 - $39.37 $213,377 - $232,834
5,914 Added 15.14%
44,987 $1.7 Million
Q1 2024

May 08, 2024

BUY
$36.12 - $39.17 $266,132 - $288,604
7,368 Added 23.24%
39,073 $1.53 Million
Q4 2023

Feb 02, 2024

BUY
$30.69 - $38.87 $973,026 - $1.23 Million
31,705 New
31,705 $1.21 Million

Others Institutions Holding XJR

About ISHARES TRESG SCREENED S&P SMA


  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
Track This Portfolio

Track Bailard, Inc. Portfolio

Follow Bailard, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bailard, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bailard, Inc. with notifications on news.