Highland Financial Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

Highland Financial Advisors, LLC

  • $346 Million
  • Q3 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 45,353 shares of XJR stock, worth $1.87 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
45,353
Previous 38,386 18.15%
Holding current value
$1.87 Million
Previous $1.52 Million 27.14%
% of portfolio
0.56%
Previous 0.49%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$39.17 - $43.37 $272,897 - $302,158
6,967 Added 18.15%
45,353 $1.93 Million
Q2 2025

Jul 15, 2025
BUY
$32.75 - $39.55 $275,656 - $332,892
8,417 Added 28.09%
38,386 $1.52 Million
Q1 2025

Apr 08, 2025
BUY
$36.7 - $42.78 $1.1 Million - $1.28 Million
29,969 New
29,969 $1.12 Million

Others Institutions Holding XJR

# of Institutions
86
Shares Held
815K
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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