A detailed history of Birchbrook, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Birchbrook, Inc. holds 7,397 shares of XJR stock, worth $317,331. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,397
Previous 5,710 29.54%
Holding current value
$317,331
Previous $215 Million 36.18%
% of portfolio
0.16%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

BUY
$32.75 - $39.55 $55,249 - $66,720
1,687 Added 29.54%
7,397 $293 Million
Q1 2025

Jun 10, 2025

BUY
$36.7 - $42.78 $209,557 - $244,273
5,710 New
5,710 $215 Million

Others Institutions Holding XJR

About ISHARES TRESG SCREENED S&P SMA


  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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