Signet Financial Management, LLC Ishares Tresg Screened S&P Sma Transaction History

Signet Financial Management, LLC

$778 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$36.17 - $41.34 $4,738 - $5,415	-131 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$38.48 - $42.53 $5,040 - $5,571	131 New	131 $5,000

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

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

About ISHARES TRESG SCREENED S&P SMA

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