Gould Asset Management LLC Ishares Tresg Screened S&P Sma Transaction History

Gould Asset Management LLC

  • $482 Million
  • Q1 2025

A detailed history of Gould Asset Management LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Gould Asset Management LLC holds 8,615 shares of XJR stock, worth $340,637. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,615
Previous 8,420 2.32%
Holding current value
$340,637
Previous $346,000 6.36%
% of portfolio
0.07%
Previous 0.07%

Shares

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

May 01, 2025
BUY
$36.7 - $42.78 $7,156 - $8,342
195 Added 2.32%
8,615 $324,000
Q4 2024

Feb 07, 2025
SELL
$40.62 - $45.4 $2,640 - $2,951
-65 Reduced 0.77%
8,420 $346,000
Q3 2024

Nov 12, 2024
SELL
$37.45 - $42.19 $4,494 - $5,062
-120 Reduced 1.39%
8,485 $354,000
Q2 2024

Aug 05, 2024
BUY
$36.08 - $39.37 $1,804 - $1,968
50 Added 0.58%
8,605 $325,000
Q1 2024

May 03, 2024
BUY
$36.12 - $39.17 $50,206 - $54,446
1,390 Added 19.4%
8,555 $335,000
Q4 2023

Feb 02, 2024
BUY
$30.69 - $38.87 $219,893 - $278,503
7,165 New
7,165 $274,000

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
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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