Steward Partners Investment Advisory, LLC Ishares Tresg Screened S&P Sma Transaction History

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,704 shares of XJR stock, worth $121,869. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,704
Previous 2,704 -0.0%
Holding current value
$121,869
Previous $102,000 10.78%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$36.12 - $39.17 $43,488 - $47,160
1,204 Added 80.27%
2,704 $105,000
Q4 2023

Feb 12, 2024
BUY
$30.69 - $38.87 $46,035 - $58,304
1,500 New
1,500 $57,000

Others Institutions Holding XJR

# of Institutions
64
Shares Held
612K
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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