Pathway Financial Advisors LLC Ishares Tresg Screened S&P Sma Transaction History

Pathway Financial Advisors LLC

  • $623 Million
  • Q2 2025

A detailed history of Pathway Financial Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Pathway Financial Advisors LLC holds 11,874 shares of XJR stock, worth $474,960. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,874
Previous 11,955 0.68%
Holding current value
$474,960
Previous $449,000 4.45%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Jul 25, 2025
SELL
$32.75 - $39.55 $2,652 - $3,203
-81 Reduced 0.68%
11,874 $469,000
Q1 2025

Apr 16, 2025
BUY
$36.7 - $42.78 $12,955 - $15,101
353 Added 3.04%
11,955 $449,000
Q4 2024

Jan 30, 2025
BUY
$40.62 - $45.4 $166,176 - $185,731
4,091 Added 54.47%
11,602 $477,000
Q3 2024

Oct 08, 2024
BUY
$37.45 - $42.19 $281,286 - $316,889
7,511 New
7,511 $314,000
Q1 2024

Apr 10, 2024
BUY
$36.12 - $39.17 $355,709 - $385,746
9,848 New
9,848 $385,000

Others Institutions Holding XJR

# of Institutions
87
Shares Held
873K
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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