Tortoise Investment Management, LLC Ishares Tresg Screened S&P Sma Transaction History

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025

A detailed history of Tortoise Investment Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Tortoise Investment Management, LLC holds 400 shares of XJR stock, worth $17,160. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Holding current value
$17,160
% of portfolio
0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$32.75 - $39.55 $13,100 - $15,819
400 New
400 $15,000
Q3 2022

Nov 04, 2022
BUY
$30.67 - $37.46 $9,201 - $11,238
300 New
300 $9,000

Others Institutions Holding XJR

# of Institutions
88
Shares Held
847K
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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