Parkworth Wealth Management, Inc. Ishares Tresg Screened S&P Sma Transaction History

Parkworth Wealth Management, Inc.

  • $139 Billion
  • Q2 2025

A detailed history of Parkworth Wealth Management, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 5,297 shares of XJR stock, worth $218,501. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,297
Previous 5,277 0.38%
Holding current value
$218,501
Previous $199 Million 5.52%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Aug 13, 2025
BUY
$32.75 - $39.55 $655 - $791
20 Added 0.38%
5,297 $209 Million
Q4 2024

Feb 07, 2025
BUY
$40.62 - $45.4 $214,351 - $239,575
5,277 New
5,277 $217 Million

Others Institutions Holding XJR

# of Institutions
87
Shares Held
815K
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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