Latest Institutional Purchases of Ishares Tresg Screened S&P Sma (XJR)
This list provides information on the latest institutional transactions involving Ishares Tresg Screened S&P Sma (XJR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.42K+ 28.09% |
$276K - $333K
|
38.4K
$1.58M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.99KNew |
$229K - $277K
|
6.99K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4.43K+ 20.32% |
$145K - $175K
|
26.3K
$1.08M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
709+ 11.85% |
$23.2K - $28K
|
6.69K
$275K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
375+ 6.04% |
$12.3K - $14.8K
|
6.58K
$270K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
214+ 3.41% |
$7.01K - $8.46K
|
6.49K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
212+ 3.02% |
$6.94K - $8.38K
|
7.24K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
67+ 7.12% |
$2.19K - $2.65K
|
1.01K
$41.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58+ 0.38% |
$1.9K - $2.29K
|
15.4K
$632K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.53% |
$1.18K - $1.42K
|
6.8K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.38% |
$983 - $1.19K
|
7.83K
$322K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
$688 - $831
|
6.21K
$255K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.21% |
$32.8 - $39.6
|
472
$19.4K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17KNew |
$623K - $727K
|
17K
$698K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4K+ 557.22% |
$602K - $702K
|
19.3K
$795K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$507K - $591K
|
13.8K
$568K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10K+ 16.83% |
$368K - $430K
|
69.7K
$2.86M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.71KNew |
$210K - $244K
|
5.71K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.65KNew |
$170K - $199K
|
4.65K
$191K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
4.03K+ 13.9% |
$148K - $172K
|
33K
$1.36M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.55K+ 255200.0% |
$93.7K - $109K
|
2.55K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.39K+ 17.11% |
$51K - $59.5K
|
9.52K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.36K+ 35.34% |
$49.9K - $58.1K
|
5.21K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18K+ 17.47% |
$43.4K - $50.6K
|
7.96K
$327K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$38.9K - $45.3K
|
1.06K
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1K+ 9.08% |
$36.7K - $42.8K
|
12K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 14.89% |
$36.7K - $42.8K
|
7.72K
$317K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
917New |
$33.7K - $39.2K
|
917
$37.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500+ 166.67% |
$18.4K - $21.4K
|
800
$32.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
353+ 3.04% |
$13K - $15.1K
|
12K
$491K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
257New |
$9.43K - $11K
|
257
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
195+ 2.32% |
$7.16K - $8.34K
|
8.62K
$354K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
190New |
$6.97K - $8.13K
|
190
$7.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.51K - $6.42K
|
150
$6.16K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 9.72% |
$2.13K - $2.48K
|
655
$26.9K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30+ 34.88% |
$1.1K - $1.28K
|
116
$4.77K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.13% |
$661 - $770
|
14.1K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17New |
$624 - $727
|
17
$699
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.17% |
$36.7 - $42.8
|
25
$1.03K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
16.1K+ 100.87% |
$653K - $730K
|
32K
$1.31M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
13KNew |
$530K - $592K
|
13K
$536K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.5KNew |
$386K - $431K
|
9.5K
$391K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35KNew |
$217K - $243K
|
5.35K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.28KNew |
$214K - $240K
|
5.28K
$217K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.27KNew |
$92K - $103K
|
2.27K
$93.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
610New |
$24.8K - $27.7K
|
610
$25.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 18.49% |
$20.3K - $22.7K
|
3.2K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
144New |
$5.85K - $6.54K
|
144
$5.92K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
127New |
$5.16K - $5.77K
|
127
$5.22K
|
|