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

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

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 26,625 shares of XJR stock, worth $1.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26,625
Previous 22,664 17.48%
Holding current value
$1.19 Million
Previous $858,000 29.72%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email