Savant Capital, LLC Ishares Tresg Screened S&P Sma Transaction History

Savant Capital, LLC

$17.8 Billion
Q3 2025

A detailed history of Savant Capital, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Savant Capital, LLC holds 6,746 shares of XJR stock, worth $279,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,746

Holding current value

$279,756

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 04, 2025	BUY	$39.17 - $43.37 $264,240 - $292,574	6,746 New	6,746 $287,000

Others Institutions Holding XJR

# of Institutions

Shares Held

791K

Call Options Held

Put Options Held

Bailard, Inc.

70.8K
Shares

$2.93 Million
0.07% of portfolio
Franklin Resources Inc San Mateo, CA

55.8K
Shares

$2.31 Million
0.0% of portfolio
Merriman Wealth Management, LLC

49.9K
Shares

$2.07 Million
0.09% of portfolio
Highland Financial Advisors, LLC

45.4K
Shares

$1.88 Million
0.56% of portfolio
Better Money Decisions, LLC

34.5K
Shares

$1.43 Million
0.83% 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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