Magnus Financial Group LLC Ishares Tresg Screened S&P Sma Transaction History

Magnus Financial Group LLC

  • $998 Million
  • Q1 2025

A detailed history of Magnus Financial Group LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Magnus Financial Group LLC holds 15,315 shares of XJR stock, worth $555,781. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,315
Previous 14,815 3.37%
Holding current value
$555,781
Previous $609,000 5.91%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Apr 11, 2025
BUY
$36.7 - $42.78 $18,350 - $21,390
500 Added 3.37%
15,315 $573,000
Q4 2024

Jan 17, 2025
BUY
$40.62 - $45.4 $89,242 - $99,743
2,197 Added 17.41%
14,815 $609,000
Q3 2024

Oct 15, 2024
BUY
$37.45 - $42.19 $105,609 - $118,975
2,820 Added 28.78%
12,618 $527,000
Q2 2024

Aug 01, 2024
BUY
$36.08 - $39.37 $115,383 - $125,905
3,198 Added 48.45%
9,798 $371,000
Q1 2024

May 03, 2024
BUY
$36.12 - $39.17 $238,391 - $258,522
6,600 New
6,600 $258,000

Others Institutions Holding XJR

# of Institutions
78
Shares Held
736K
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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