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 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.01K+ 12.77% |
$217K - $236K
|
53K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$234K - $255K
|
6.47K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-622- 5.18% |
$22.4K - $24.5K
|
11.4K
$507K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.59% |
$505 - $551
|
2.38K
$106K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
471New |
$17K - $18.5K
|
471
$21K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.13KNew |
$76.7K - $83.7K
|
2.13K
$94.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150New |
$5.41K - $5.91K
|
150
$6.68K
|
|
| Q1 2024 | |||||||
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.1 - $39.2
|
1
$44.6
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 80.27% |
$43.5K - $47.2K
|
2.7K
$120K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.13K- 12.78% |
$76.9K - $83.4K
|
14.5K
$647K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.16KNew |
$295K - $319K
|
8.16K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
566New |
$20.4K - $22.2K
|
566
$25.2K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
621New |
$22.4K - $24.3K
|
621
$27.7K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.14% |
$903 - $979
|
17.5K
$781K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 30.0% |
$325 - $353
|
39
$1.74K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
604New |
$18.5K - $23.5K
|
604
$26.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.23K+ 6150.0% |
$37.7K - $47.8K
|
1.25K
$55.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.8K- 14.93% |
$85.8K - $109K
|
15.9K
$710K
|
|
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
5.58K+ 30.6% |
$171K - $217K
|
23.8K
$1.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-250- 29.41% |
$7.67K - $9.72K
|
600
$26.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 61.77% |
$45.6K - $57.7K
|
919
$40.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.88% |
$338 - $428
|
597
$26.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-85- 62.5% |
$2.61K - $3.3K
|
51
$2.27K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.29K+ 27.28% |
$74.6K - $84.5K
|
10.7K
$476K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.05KNew |
$34.2K - $38.8K
|
1.05K
$46.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.3% |
$717 - $812
|
7.22K
$322K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.63K+ 443.35% |
$118K - $134K
|
4.45K
$198K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
21+ 4.79% |
$672 - $738
|
459
$20.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 2.25% |
$1.6K - $1.76K
|
2.17K
$96.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-167- 1.26% |
$5.41K - $6.32K
|
13.1K
$585K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02K+ 3274.19% |
$32.9K - $38.4K
|
1.05K
$46.6K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300New |
$9.39K - $10.7K
|
300
$13.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.69K- 79.58% |
$209K - $239K
|
1.72K
$76.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.2K+ 9628.2% |
$1.98M - $2.26M
|
63.8K
$2.84M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.28KNew |
$71.3K - $81.6K
|
2.28K
$102K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
430New |
$13.5K - $15.4K
|
430
$19.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
19KNew |
$593K - $679K
|
19K
$844K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$9.2K - $11.2K
|
300
$13.4K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
527+ 7.78% |
$16.2K - $19.7K
|
7.3K
$325K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.92KClosed |
$276K - $341K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-131Closed |
$4.74K - $5.42K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-327Closed |
$12.1K - $13.2K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$1.96K - $2.13K
|
53
$2.36K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-169- 40.33% |
$6.41K - $6.99K
|
250
$11.1K
|
|