Key F Inancial Inc Ishares Tresg Screened S&P Sma Transaction History

Key F Inancial Inc

$433 Million
Q4 2024

A detailed history of Key F Inancial Inc transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Key F Inancial Inc holds 610 shares of XJR stock, worth $26,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares

610

Holding current value

$26,040

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$40.62 - $45.4 $24,778 - $27,694	610 New	610 $25,000

Others Institutions Holding XJR

# of Institutions

Shares Held

665K

Call Options Held

Put Options Held

Bailard, Inc.

59.6K
Shares

$2.55 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

$1.43 Million
0.0% of portfolio

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Key F Inancial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Key F Inancial Inc with notifications on news.

Account