Latest Institutional Transactions on Ishares Tresg Screened S&P Sma (XJR)
This table provides information on the latest institutional transactions involving Ishares Tresg Screened S&P Sma (XJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 88.48% |
$74K - $89.3K
|
294
$11.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.46K- 12.16% |
$47.8K - $57.7K
|
10.6K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 40.5% |
$61.6K - $74.4K
|
2.76K
$111K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 5.58% |
$35.4K - $42.7K
|
18.3K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-687- 8.46% |
$22.5K - $27.2K
|
7.43K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
118+ 1.04% |
$3.86K - $4.67K
|
11.5K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.31K- 58.79% |
$42.8K - $51.7K
|
917
$36.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30- 25.86% |
$983 - $1.19K
|
86
$3.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.01K- 59.28% |
$295K - $356K
|
6.19K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-19.2K- 72.61% |
$627K - $758K
|
7.23K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.99K+ 12.73% |
$65.1K - $78.7K
|
17.6K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.7K- 39.46% |
$220K - $265K
|
10.3K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164+ 3.23% |
$5.37K - $6.49K
|
5.24K
$210K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20+ 0.38% |
$655 - $791
|
5.3K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.88K+ 13.62% |
$61.6K - $74.4K
|
15.7K
$628K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.5KNew |
$442K - $534K
|
13.5K
$540K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.94K- 5.0% |
$96.1K - $116K
|
55.8K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.39% |
$360 - $435
|
2.87K
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 37.58% |
$39.4K - $47.6K
|
2K
$80K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.91K+ 13.34% |
$128K - $155K
|
33.2K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
160+ 1.68% |
$5.24K - $6.33K
|
9.68K
$387K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$65.5 - $79.1
|
16.1K
$644K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.3KNew |
$174K - $210K
|
5.3K
$212K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
234+ 3.03% |
$7.66K - $9.25K
|
7.95K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 68.23% |
$35.7K - $43.1K
|
508
$20.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
67+ 268.0% |
$2.19K - $2.65K
|
92
$3.68K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.1KNew |
$1.87M - $2.26M
|
57.1K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
1.69K+ 29.54% |
$55.2K - $66.7K
|
7.4K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
140+ 16.15% |
$4.59K - $5.54K
|
1.01K
$40.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.33K- 3.35% |
$76.4K - $92.2K
|
67.3K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.47K+ 4.45% |
$48.1K - $58.1K
|
34.5K
$1.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.96K- 26.94% |
$162K - $196K
|
13.4K
$538K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.94KNew |
$227K - $275K
|
6.94K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
15.3KNew |
$501K - $605K
|
15.3K
$612K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400New |
$13.1K - $15.8K
|
400
$16K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 30.43% |
$76.5K - $92.3K
|
5.34K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-321- 35.01% |
$10.5K - $12.7K
|
596
$23.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.03KNew |
$263K - $318K
|
8.03K
$321K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$65.5 - $79.1
|
547
$21.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.86K- 22.81% |
$60.9K - $73.6K
|
6.3K
$252K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
425+ 3.69% |
$13.9K - $16.8K
|
12K
$478K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.26KNew |
$172K - $208K
|
5.26K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 10.93% |
$2.16K - $2.61K
|
538
$21.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$65.5 - $79.1
|
488
$19.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-81- 0.68% |
$2.65K - $3.2K
|
11.9K
$475K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
793+ 20.4% |
$26K - $31.4K
|
4.68K
$187K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4.43K+ 20.32% |
$145K - $175K
|
26.3K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.99KNew |
$229K - $277K
|
6.99K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
709+ 11.85% |
$23.2K - $28K
|
6.69K
$268K
|