Lpl Financial LLC Ishares Tresg Screened S&P Sma Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Lpl Financial LLC holds 29,291 shares of XJR stock, worth $1.17 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
29,291
Previous 33,078 11.45%
Holding current value
$1.17 Million
Previous $1.36 Million 19.04%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 07, 2025
SELL
$36.7 - $42.78 $138,982 - $162,007
-3,787 Reduced 11.45%
29,291 $1.1 Million
Q4 2024

Feb 11, 2025
BUY
$40.62 - $45.4 $262,120 - $292,966
6,453 Added 24.24%
33,078 $1.36 Million
Q3 2024

Nov 08, 2024
BUY
$37.45 - $42.19 $148,339 - $167,114
3,961 Added 17.48%
26,625 $1.11 Million
Q2 2024

Aug 07, 2024
BUY
$36.08 - $39.37 $476,905 - $520,392
13,218 Added 139.93%
22,664 $858,000
Q1 2024

May 10, 2024
SELL
$36.12 - $39.17 $252,803 - $274,150
-6,999 Reduced 42.56%
9,446 $369,000
Q4 2023

Feb 14, 2024
BUY
$30.69 - $38.87 $317,825 - $402,537
10,356 Added 170.08%
16,445 $629,000
Q3 2023

Nov 13, 2023
BUY
$32.6 - $36.92 $198,501 - $224,805
6,089 New
6,089 $201,000

Others Institutions Holding XJR

# of Institutions
83
Shares Held
791K
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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