Cambridge Investment Research Advisors, Inc. Ishares Tresg Screened S&P Sma Transaction History

Cambridge Investment Research Advisors, Inc.

$32.9 Billion
Q2 2025

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$36.7 - $42.78 $174,214 - $203,076	-4,747 Reduced 14.39%	28,246 $1.06 Million
Q4 2024 Feb 14, 2025	SELL	$40.62 - $45.4 $16,938 - $18,931	-417 Reduced 1.25%	32,993 $1.36 Million
Q3 2024 Oct 28, 2024	SELL	$37.45 - $42.19 $34,042 - $38,350	-909 Reduced 2.65%	33,410 $1.4 Million
Q2 2024 Jul 26, 2024	SELL	$36.08 - $39.37 $61,877 - $67,519	-1,715 Reduced 4.76%	34,319 $1.3 Million
Q1 2024 Apr 24, 2024	BUY	$36.12 - $39.17 $62,523 - $67,803	1,731 Added 5.05%	36,034 $1.41 Million
Q4 2023 Feb 09, 2024	BUY	$30.69 - $38.87 $541,248 - $685,511	17,636 Added 105.81%	34,303 $1.31 Million
Q3 2023 Oct 24, 2023	BUY	$32.6 - $36.92 $17,864 - $20,232	548 Added 3.4%	16,667 $551,000
Q2 2023 Jul 13, 2023	SELL	$31.98 - $35.12 $8,186 - $8,990	-256 Reduced 1.56%	16,119 $564,000
Q1 2023 May 11, 2023	BUY	$32.42 - $37.84 $294,276 - $343,473	9,077 Added 124.38%	16,375 $555,000
Q4 2022 Feb 08, 2023	SELL	$31.29 - $35.81 $731,904 - $837,631	-23,391 Reduced 76.22%	7,298 $242,000
Q3 2022 Oct 17, 2022	BUY	$30.67 - $37.46 $42,293 - $51,657	1,379 Added 4.7%	30,689 $0
Q2 2022 Jul 13, 2022	BUY	$30.93 - $38.19 $906,558 - $1.12 Million	29,310 New	29,310 $950,000

Others Institutions Holding XJR

# of Institutions

Shares Held

843K

Call Options Held

Put Options Held

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About ISHARES TRESG SCREENED S&P SMA

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