Clarius Group, LLC Ishares Tresg Screened S&P Sma Transaction History

Clarius Group, LLC

$1.4 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$30.67 - $37.46 $16,163 - $19,741	527 Added 7.78%	7,297 $224,000
Q2 2022 Aug 10, 2022	BUY	$30.93 - $38.19 $209,396 - $258,546	6,770 New	6,770 $219,000

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.46 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.39 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.32 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.74 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.5 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

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