Valeo Financial Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

Valeo Financial Advisors, LLC

  • $36.8 Billion
  • Q2 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 7,243 shares of XJR stock, worth $297,614. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,243
Previous 7,031 3.02%
Holding current value
$297,614
Previous $264,000 8.33%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Jul 22, 2025
BUY
$32.75 - $39.55 $6,943 - $8,384
212 Added 3.02%
7,243 $286,000
Q1 2025

Apr 30, 2025
BUY
$36.7 - $42.78 $6,899 - $8,042
188 Added 2.75%
7,031 $264,000
Q4 2024

Jan 30, 2025
BUY
$40.62 - $45.4 $3,046 - $3,405
75 Added 1.11%
6,843 $281,000
Q3 2024

Oct 10, 2024
BUY
$37.45 - $42.19 $253,461 - $285,541
6,768 New
6,768 $282,000

Others Institutions Holding XJR

# of Institutions
84
Shares Held
812K
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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