Bailard, Inc. Ishares Tresg Screened S&P Sma Transaction History
Bailard, Inc.
- $3.8 Billion
- Q1 2025
A detailed history of Bailard, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Bailard, Inc. holds 69,679 shares of XJR stock, worth $2.79 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
69,679
Previous 59,639
16.83%
Holding current value
$2.79 Million
Previous $2.45 Million
6.89%
% of portfolio
0.07%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding XJR
# of Institutions
83Shares Held
799KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA58.7KShares$2.35 Million0.0% of portfolio
-
Merriman Wealth Management, LLC49.9KShares$2 Million0.09% of portfolio
-
Highland Financial Advisors, LLC38.4KShares$1.54 Million0.49% of portfolio
-
Better Money Decisions, LLC33KShares$1.32 Million0.83% of portfolio
-
Biltmore Family Office, LLC32KShares$1.28 Million0.21% of portfolio