Headinvest, LLC Ishares Tresg Screened S&P Sma Transaction History

Headinvest, LLC

  • $498 Million
  • Q1 2025

A detailed history of Headinvest, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Headinvest, LLC holds 12,010 shares of XJR stock, worth $480,400. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,010
Previous 11,010 9.08%
Holding current value
$480,400
Previous $452,000 0.22%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 15, 2025
BUY
$36.7 - $42.78 $36,700 - $42,780
1,000 Added 9.08%
12,010 $451,000
Q4 2024

Feb 18, 2025
BUY
$40.62 - $45.4 $447,226 - $499,854
11,010 New
11,010 $452,000
Q3 2023

Dec 11, 2023
BUY
$32.6 - $36.92 $34,230 - $38,766
1,050 New
1,050 $34,000

Others Institutions Holding XJR

# of Institutions
87
Shares Held
873K
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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