Creative Planning Ishares Tresg Screened S&P Sma Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Creative Planning holds 6,941 shares of XJR stock, worth $291,105. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,941

Holding current value

$291,105

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$32.75 - $39.55 $227,317 - $274,516	6,941 New	6,941 $274,000

Others Institutions Holding XJR

# of Institutions

Shares Held

839K

Call Options Held

Put Options Held

Bailard, Inc.

67.3K
Shares

$2.82 Million
0.06% of portfolio
Thrivent Financial For Lutherans Minneapolis, MN

57.1K
Shares

$2.39 Million
0.0% of portfolio
Franklin Resources Inc San Mateo, CA

55.8K
Shares

$2.34 Million
0.0% of portfolio
Merriman Wealth Management, LLC

49.9K
Shares

$2.09 Million
0.09% of portfolio
Highland Financial Advisors, LLC

45.4K
Shares

$1.9 Million
0.56% of portfolio

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

Track This Portfolio

Portfolio Update

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

News

Stay updated on Creative Planning with notifications on news.

Account