Morgan Stanley Ishares Tresg Screened S&P Sma Transaction History

Morgan Stanley

  • $1.49 Trillion
  • Q2 2025

A detailed history of Morgan Stanley transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Morgan Stanley holds 294 shares of XJR stock, worth $12,330. This represents 0.0% of its overall portfolio holdings.

Number of Shares
294
Previous 2,553 88.48%
Holding current value
$12,330
Previous $96,000 88.54%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 15, 2025
SELL
$32.75 - $39.55 $73,982 - $89,343
-2,259 Reduced 88.48%
294 $11,000
Q1 2025

May 15, 2025
BUY
$36.7 - $42.78 $93,658 - $109,174
2,552 Added 255200.0%
2,553 $96,000
Q4 2024

Feb 14, 2025
BUY
$40.62 - $45.4 $40 - $45
1 New
1 $0
Q1 2024

Oct 17, 2024
BUY
$36.12 - $39.17 $36 - $39
1 New
1 $0
Q4 2023

Aug 16, 2024
BUY
$30.69 - $38.87 $30 - $38
1 New
1 $0
Q4 2023

Feb 13, 2024
SELL
$30.69 - $38.87 $429 - $544
-14 Reduced 93.33%
1 $0
Q3 2023

Nov 15, 2023
BUY
$32.6 - $36.92 $489 - $553
15 New
15 $0
Q4 2021

Feb 14, 2022
SELL
$38.48 - $42.53 $1.92 Million - $2.13 Million
-50,000 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$37.02 - $40.23 $1.85 Million - $2.01 Million
50,000 New
50,000 $1.93 Million

Others Institutions Holding XJR

# of Institutions
87
Shares Held
840K
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 Morgan Stanley Portfolio

Follow Morgan Stanley 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 Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email