Jnba Financial Advisors Ishares Tresg Screened S&P Sma Transaction History

Jnba Financial Advisors

  • $980 Million
  • Q3 2024

A detailed history of Jnba Financial Advisors transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Jnba Financial Advisors holds 22,834 shares of XJR stock, worth $949,437. This represents 0.1% of its overall portfolio holdings.

Number of Shares
22,834
Previous 20,960 8.94%
Holding current value
$949,437
Previous $793,000 20.3%
% of portfolio
0.1%
Previous 0.08%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$37.45 - $42.19 $70,181 - $79,064
1,874 Added 8.94%
22,834 $954,000
Q2 2024

Jul 22, 2024
BUY
$36.08 - $39.37 $129,635 - $141,456
3,593 Added 20.69%
20,960 $793,000
Q1 2024

Apr 26, 2024
BUY
$36.12 - $39.17 $168,427 - $182,649
4,663 Added 36.7%
17,367 $680,000
Q4 2023

Feb 07, 2024
BUY
$30.69 - $38.87 $7,703 - $9,756
251 Added 2.02%
12,704 $486,000
Q3 2023

Nov 02, 2023
SELL
$32.6 - $36.92 $5,476 - $6,202
-168 Reduced 1.33%
12,453 $411,000
Q2 2023

Aug 03, 2023
BUY
$31.98 - $35.12 $15,670 - $17,208
490 Added 4.04%
12,621 $441,000
Q1 2023

May 01, 2023
BUY
$32.42 - $37.84 $18,155 - $21,190
560 Added 4.84%
12,131 $411,000
Q4 2022

Feb 06, 2023
BUY
$31.29 - $35.81 $61,015 - $69,829
1,950 Added 20.27%
11,571 $384,000
Q3 2022

Nov 07, 2022
BUY
$30.67 - $37.46 $49,225 - $60,123
1,605 Added 20.02%
9,621 $295,000
Q2 2022

Jul 22, 2022
BUY
$30.93 - $38.19 $106,182 - $131,106
3,433 Added 74.91%
8,016 $260,000
Q1 2022

Apr 29, 2022
BUY
$36.17 - $41.34 $54,037 - $61,761
1,494 Added 48.37%
4,583 $174,000
Q4 2021

Feb 03, 2022
BUY
$38.48 - $42.53 $41,289 - $45,634
1,073 Added 53.22%
3,089 $126,000
Q3 2021

Nov 10, 2021
BUY
$37.02 - $40.23 $54,160 - $58,856
1,463 Added 264.56%
2,016 $78,000
Q2 2021

Aug 04, 2021
BUY
$37.94 - $41.37 $20,980 - $22,877
553 New
553 $22,000

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
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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