Birchbrook, Inc. Ishares Tresg Screened S&P Sma Transaction History

Birchbrook, Inc.

$178 Billion
Q1 2025

A detailed history of Birchbrook, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Birchbrook, Inc. holds 5,710 shares of XJR stock, worth $228,400. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,710

Holding current value

$228,400

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

# of Institutions

Shares Held

794K

Call Options Held

Put Options Held

Bailard, Inc.

67.3K
Shares

$2.69 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

58.7K
Shares

$2.35 Million
0.0% of portfolio
Merriman Wealth Management, LLC

49.9K
Shares

$2 Million
0.09% of portfolio
Highland Financial Advisors, LLC

38.4K
Shares

$1.54 Million
0.49% of portfolio
Better Money Decisions, LLC

34.5K
Shares

$1.38 Million
0.83% of portfolio

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

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