Beta Wealth Group, Inc. Ishares Tresg Screened S&P Sma Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 14,915 shares of XJR stock, worth $615,243. This represents 0.34% of its overall portfolio holdings.

Number of Shares
14,915
Previous 15,308 2.57%
Holding current value
$615,243
Previous $605,000 4.79%
% of portfolio
0.34%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$39.17 - $43.37 $15,393 - $17,044
-393 Reduced 2.57%
14,915 $634,000
Q2 2025

Aug 08, 2025
BUY
$32.75 - $39.55 $501,337 - $605,431
15,308 New
15,308 $605,000

Others Institutions Holding XJR

# of Institutions
86
Shares Held
815K
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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