Envestnet Asset Management Inc Ishares Tresg Screened S&P Sma Transaction History

Envestnet Asset Management Inc

  • $299 Billion
  • Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Envestnet Asset Management Inc holds 8,155 shares of XJR stock, worth $312,173. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,155
Previous 9,605 15.1%
Holding current value
$312,173
Previous $395,000 22.53%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$36.7 - $42.78 $53,215 - $62,031
-1,450 Reduced 15.1%
8,155 $306,000
Q4 2024

Feb 12, 2025
SELL
$40.62 - $45.4 $41,635 - $46,535
-1,025 Reduced 9.64%
9,605 $395,000
Q3 2024

Nov 06, 2024
BUY
$37.45 - $42.19 $17,676 - $19,913
472 Added 4.65%
10,630 $444,000
Q2 2024

Aug 08, 2024
BUY
$36.08 - $39.37 $113,074 - $123,385
3,134 Added 44.62%
10,158 $384,000
Q1 2024

May 13, 2024
SELL
$36.12 - $39.17 $45,077 - $48,884
-1,248 Reduced 15.09%
7,024 $275,000
Q4 2023

Feb 13, 2024
BUY
$30.69 - $38.87 $253,867 - $321,532
8,272 New
8,272 $316,000

Others Institutions Holding XJR

# of Institutions
83
Shares Held
793K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
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More about XJR
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