Balanced Rock Investment Advisor Ishares Tresg Screened S&P Sma Transaction History

Balanced Rock Investment Advisor

  • $117 Billion
  • Q1 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 36,620 shares of XJR stock, worth $1.38 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
36,620
Previous 21,464 70.61%
Holding current value
$1.38 Million
Previous $821 Million 74.68%
% of portfolio
1.22%
Previous 0.73%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$36.12 - $39.17 $547,434 - $593,660
15,156 Added 70.61%
36,620 $1.43 Billion
Q4 2023

Feb 13, 2024
BUY
$30.69 - $38.87 $658,730 - $834,305
21,464 New
21,464 $821 Million

Others Institutions Holding XJR

# of Institutions
53
Shares Held
527K
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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