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

Headinvest, LLC

$525 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

70

Shares Held

681K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

59.6K
Shares

$2.54 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.26 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.2 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.65 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.42 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

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