Cetera Investment Advisers Ishares Tresg Screened S&P Sma Transaction History

Cetera Investment Advisers

  • $44.2 Billion
  • Q3 2024

A detailed history of Cetera Investment Advisers transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Cetera Investment Advisers holds 16,510 shares of XJR stock, worth $735,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares
16,510
Previous 17,568 6.02%
Holding current value
$735,520
Previous $665,000 3.76%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$37.45 - $42.19 $39,622 - $44,637
-1,058 Reduced 6.02%
16,510 $690,000
Q2 2024

Aug 22, 2024
BUY
$36.08 - $39.37 $47,878 - $52,243
1,327 Added 8.17%
17,568 $665,000
Q1 2024

May 24, 2024
BUY
$36.12 - $39.17 $586,624 - $636,159
16,241 New
16,241 $636,000

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email