Cerity Partners LLC Ishares Tresg Screened S&P Sma Transaction History

Cerity Partners LLC

$55.1 Billion
Q2 2025

A detailed history of Cerity Partners LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Cerity Partners LLC holds 13,500 shares of XJR stock, worth $540,000. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,500

Holding current value

$540,000

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$32.75 - $39.55 $442,125 - $533,925	13,500 New	13,500 $533,000

Others Institutions Holding XJR

# of Institutions

Shares Held

834K

Call Options Held

Put Options Held

Bailard, Inc.

67.3K
Shares

$2.69 Million
0.06% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

57.1K
Shares

$2.28 Million
0.03% of portfolio
Franklin Resources Inc San Mateo, CA

55.8K
Shares

$2.23 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

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

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