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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-85- 62.5% |
$2.61K - $3.3K
|
51
$2.05K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.29K+ 27.28% |
$74.6K - $84.5K
|
10.7K
$428K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.3% |
$717 - $812
|
7.22K
$290K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.63K+ 443.35% |
$118K - $134K
|
4.45K
$178K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
21+ 4.79% |
$672 - $738
|
459
$18.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 2.25% |
$1.6K - $1.76K
|
2.17K
$87K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-167- 1.26% |
$5.41K - $6.32K
|
13.1K
$526K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.2K+ 9628.2% |
$1.98M - $2.26M
|
63.8K
$2.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.28KNew |
$71.3K - $81.6K
|
2.28K
$91.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
430New |
$13.5K - $15.4K
|
430
$17.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
19KNew |
$593K - $679K
|
19K
$760K
|
|
| Q3 2022 | |||||||
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$9.2K - $11.2K
|
300
$12K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
527+ 7.78% |
$16.2K - $19.7K
|
7.3K
$293K
|
|
| 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
$2.13K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-169- 40.33% |
$6.41K - $6.99K
|
250
$10K
|
|