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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.1KNew |
$1.87M - $2.26M
|
57.1K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
15.3KNew |
$501K - $605K
|
15.3K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.5KNew |
$442K - $534K
|
13.5K
$540K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
8.42K+ 28.09% |
$276K - $333K
|
38.4K
$1.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
8.03KNew |
$263K - $318K
|
8.03K
$321K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.99KNew |
$229K - $277K
|
6.99K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.94KNew |
$227K - $275K
|
6.94K
$278K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.3KNew |
$174K - $210K
|
5.3K
$212K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.26KNew |
$172K - $208K
|
5.26K
$210K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
4.43K+ 20.32% |
$145K - $175K
|
26.3K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.91K+ 13.34% |
$128K - $155K
|
33.2K
$1.33M
|
|
|
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 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
|
Better Money Decisions, LLC
|
BUY
|
- |
1.47K+ 4.45% |
$48.1K - $58.1K
|
34.5K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
793+ 20.4% |
$26K - $31.4K
|
4.68K
$187K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
709+ 11.85% |
$23.2K - $28K
|
6.69K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
425+ 3.69% |
$13.9K - $16.8K
|
12K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400New |
$13.1K - $15.8K
|
400
$16K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
375+ 6.04% |
$12.3K - $14.8K
|
6.58K
$263K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
234+ 3.03% |
$7.66K - $9.25K
|
7.95K
$318K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
214+ 3.41% |
$7.01K - $8.46K
|
6.49K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
212+ 3.02% |
$6.94K - $8.38K
|
7.24K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
164+ 3.23% |
$5.37K - $6.49K
|
5.24K
$210K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
160+ 1.68% |
$5.24K - $6.33K
|
9.68K
$387K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
140+ 16.15% |
$4.59K - $5.54K
|
1.01K
$40.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
67+ 268.0% |
$2.19K - $2.65K
|
92
$3.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
67+ 7.12% |
$2.19K - $2.65K
|
1.01K
$40.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58+ 0.38% |
$1.9K - $2.29K
|
15.4K
$615K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.53% |
$1.18K - $1.42K
|
6.8K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.38% |
$983 - $1.19K
|
7.83K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
$688 - $831
|
6.21K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20+ 0.38% |
$655 - $791
|
5.3K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 0.39% |
$360 - $435
|
2.87K
$115K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$65.5 - $79.1
|
16.1K
$644K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$65.5 - $79.1
|
547
$21.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$65.5 - $79.1
|
488
$19.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.21% |
$32.8 - $39.6
|
472
$18.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.55K+ 255200.0% |
$93.7K - $109K
|
2.55K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.36K+ 35.34% |
$49.9K - $58.1K
|
5.21K
$208K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18K+ 17.47% |
$43.4K - $50.6K
|
7.96K
$318K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$38.9K - $45.3K
|
1.06K
$42.4K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1K+ 9.08% |
$36.7K - $42.8K
|
12K
$480K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500+ 166.67% |
$18.4K - $21.4K
|
800
$32K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
257New |
$9.43K - $11K
|
257
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
195+ 2.32% |
$7.16K - $8.34K
|
8.62K
$345K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
190New |
$6.97K - $8.13K
|
190
$7.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.51K - $6.42K
|
150
$6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 9.72% |
$2.13K - $2.48K
|
655
$26.2K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30+ 34.88% |
$1.1K - $1.28K
|
116
$4.64K
|
|