Better Money Decisions, LLC Ishares Tresg Screened S&P Sma Transaction History

Better Money Decisions, LLC

$149 Million
Q1 2025

A detailed history of Better Money Decisions, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Better Money Decisions, LLC holds 32,981 shares of XJR stock, worth $1.24 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

32,981

Previous 28,955 13.9%

Holding current value

$1.24 Million

Previous $1.19 Million 3.78%

% of portfolio

0.83%

Previous 0.83%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$36.7 - $42.78 $147,754 - $172,232	4,026 Added 13.9%	32,981 $1.24 Million
Q4 2024 Jan 24, 2025	BUY	$40.62 - $45.4 $17,872 - $19,976	440 Added 1.54%	28,955 $1.19 Million
Q3 2024 Oct 25, 2024	BUY	$37.45 - $42.19 $8,164 - $9,197	218 Added 0.77%	28,515 $1.19 Million
Q2 2024 Jul 24, 2024	BUY	$36.08 - $39.37 $174,086 - $189,960	4,825 Added 20.56%	28,297 $1.07 Million
Q1 2024 May 01, 2024	SELL	$36.12 - $39.17 $216 - $235	-6 Reduced 0.03%	23,472 $919,000
Q4 2023 Jan 23, 2024	BUY	$30.69 - $38.87 $251,658 - $318,734	8,200 Added 53.67%	23,478 $898,000
Q3 2023 Nov 08, 2023	BUY	$32.6 - $36.92 $83,684 - $94,773	2,567 Added 20.2%	15,278 $505,000
Q2 2023 Aug 09, 2023	BUY	$31.98 - $35.12 $11,352 - $12,467	355 Added 2.87%	12,711 $445,000
Q1 2023 May 03, 2023	BUY	$32.42 - $37.84 $123,325 - $143,943	3,804 Added 44.48%	12,356 $418,000
Q4 2022 Feb 14, 2023	BUY	$31.29 - $35.81 $61,641 - $70,545	1,970 Added 29.93%	8,552 $284,000
Q3 2022 Oct 28, 2022	BUY	$30.67 - $37.46 $60,450 - $73,833	1,971 Added 42.75%	6,582 $202,000
Q2 2022 Aug 05, 2022	BUY	$30.93 - $38.19 $142,618 - $176,094	4,611 New	4,611 $149,000

Others Institutions Holding XJR

# of Institutions

Shares Held

744K

Call Options Held

Put Options Held

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About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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Better Money Decisions, LLC Ishares Tresg Screened S&P Sma Transaction History