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

Cetera Investment Advisers

  • $55.9 Billion
  • Q2 2025

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 13,438 shares of XJR stock, worth $537,520. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,438
Previous 18,394 26.94%
Holding current value
$537,520
Previous $691,000 23.15%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$32.75 - $39.55 $162,309 - $196,009
-4,956 Reduced 26.94%
13,438 $531,000
Q1 2025

May 06, 2025
SELL
$36.7 - $42.78 $18,019 - $21,004
-491 Reduced 2.6%
18,394 $691,000
Q4 2024

Feb 13, 2025
BUY
$40.62 - $45.4 $96,472 - $107,825
2,375 Added 14.39%
18,885 $776,000
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
87
Shares Held
834K
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
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