Sage View Advisory Group, LLC Ishares Tresg Screened S&P Sma Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 16,773 shares of XJR stock, worth $691,886. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,773
Previous 15,699 6.84%
Holding current value
$691,886
Previous $638 Million 11.86%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$39.17 - $43.37 $42,068 - $46,579
1,074 Added 6.84%
16,773 $714 Million
Q2 2025

Aug 13, 2025
BUY
$32.75 - $39.55 $61,635 - $74,433
1,882 Added 13.62%
15,699 $638 Million
Q1 2025

May 19, 2025
BUY
$36.7 - $42.78 $507,083 - $591,091
13,817 New
13,817 $520 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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