Pfg Investments, LLC Ishares Tresg Screened S&P Sma Transaction History

Pfg Investments, LLC

$1.55 Trillion
Q3 2024

A detailed history of Pfg Investments, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Pfg Investments, LLC holds 5,596 shares of XJR stock, worth $232,681. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,596

Holding current value

$232,681

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$37.45 - $42.19 $209,570 - $236,095	5,596 New	5,596 $234 Million

Others Institutions Holding XJR

# of Institutions

Shares Held

612K

Call Options Held

Put Options Held

Bailard, Inc.

54.6K
Shares

$2.27 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.21 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.14 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.61 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.39 Million
0.0% of portfolio

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

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