Bsw Wealth Partners Ishares Tresg Screened S&P Sma Transaction History

Bsw Wealth Partners

$661 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$32.42 - $37.84 $5,414 - $6,319	-167 Reduced 1.26%	13,128 $445,000
Q4 2022 Feb 13, 2023	BUY	$31.29 - $35.81 $416,000 - $476,093	13,295 New	13,295 $441,000

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.43 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.36 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.3 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.72 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.49 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
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