Merriman Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History

Merriman Wealth Management, LLC

  • $2.3 Billion
  • Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 49,932 shares of XJR stock, worth $2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
49,932
Previous 51,580 3.2%
Holding current value
$2 Million
Previous $2.16 Million 4.78%
% of portfolio
0.09%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$40.62 - $45.4 $66,941 - $74,819
-1,648 Reduced 3.2%
49,932 $2.05 Million
Q3 2024

Nov 12, 2024
BUY
$37.45 - $42.19 $564,146 - $635,550
15,064 Added 41.25%
51,580 $2.16 Million
Q2 2024

Aug 13, 2024
SELL
$36.08 - $39.37 $26,013 - $28,385
-721 Reduced 1.94%
36,516 $1.38 Million
Q1 2024

May 14, 2024
SELL
$36.12 - $39.17 $122,121 - $132,433
-3,381 Reduced 8.32%
37,237 $1.46 Million
Q4 2023

Feb 13, 2024
BUY
$30.69 - $38.87 $515,438 - $652,821
16,795 Added 70.5%
40,618 $1.55 Million
Q3 2023

Nov 13, 2023
BUY
$32.6 - $36.92 $58,582 - $66,345
1,797 Added 8.16%
23,823 $787,000
Q2 2023

Aug 14, 2023
SELL
$31.98 - $35.12 $677,880 - $744,438
-21,197 Reduced 49.04%
22,026 $771,000
Q1 2023

May 04, 2023
BUY
$32.42 - $37.84 $458,613 - $535,284
14,146 Added 48.65%
43,223 $1.47 Million
Q4 2022

Feb 13, 2023
SELL
$31.29 - $35.81 $1.18 Million - $1.35 Million
-37,685 Reduced 56.45%
29,077 $965,000
Q3 2022

Oct 26, 2022
BUY
$30.67 - $37.46 $2.05 Million - $2.5 Million
66,762 New
66,762 $2.05 Million

Others Institutions Holding XJR

# of Institutions
83
Shares Held
793K
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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