Tarbox Family Office, Inc. Ishares Tresg Screened S&P Sma Transaction History

Tarbox Family Office, Inc.

  • $609 Million
  • Q3 2024

A detailed history of Tarbox Family Office, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Tarbox Family Office, Inc. holds 6,752 shares of XJR stock, worth $300,801. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,752
Previous 5,940 13.67%
Holding current value
$300,801
Previous $224,000 25.89%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$37.45 - $42.19 $30,409 - $34,258
812 Added 13.67%
6,752 $282,000
Q2 2024

Jul 16, 2024
BUY
$36.08 - $39.37 $22,946 - $25,039
636 Added 11.99%
5,940 $224,000
Q1 2024

Apr 15, 2024
BUY
$36.12 - $39.17 $191,580 - $207,757
5,304 New
5,304 $207,000

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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