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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
16.1K+ 100.87% |
$653K - $730K
|
32K
$1.3M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$639K - $714K
|
15.7K
$637K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
13KNew |
$530K - $592K
|
13K
$528K
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$509K - $569K
|
12.5K
$507K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
11KNew |
$447K - $500K
|
11K
$446K
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.5KNew |
$386K - $431K
|
9.5K
$385K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.98KNew |
$283K - $317K
|
6.98K
$282K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.53K+ 12.3% |
$265K - $296K
|
59.6K
$2.41M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.45K+ 24.24% |
$262K - $293K
|
33.1K
$1.34M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35KNew |
$217K - $243K
|
5.35K
$216K
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.28KNew |
$214K - $240K
|
5.28K
$214K
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.06K+ 9.27% |
$206K - $230K
|
59.6K
$2.41M
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.09K+ 54.47% |
$166K - $186K
|
11.6K
$470K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.85KNew |
$156K - $175K
|
3.85K
$156K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 14.39% |
$96.5K - $108K
|
18.9K
$764K
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.36K+ 10.33% |
$95.8K - $107K
|
25.2K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.2K+ 17.41% |
$89.2K - $99.7K
|
14.8K
$600K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.09K+ 179.93% |
$84.9K - $94.8K
|
3.25K
$132K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
947New |
$38.5K - $43K
|
947
$38.3K
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
793+ 10.81% |
$32.2K - $36K
|
8.13K
$329K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
610New |
$24.8K - $27.7K
|
610
$24.7K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
534+ 22.17% |
$21.7K - $24.2K
|
2.94K
$119K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 18.49% |
$20.3K - $22.7K
|
3.2K
$130K
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
440+ 1.54% |
$17.9K - $20K
|
29K
$1.17M
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
308+ 5.45% |
$12.5K - $14K
|
5.96K
$241K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
196+ 3.5% |
$7.96K - $8.9K
|
5.79K
$234K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189+ 2.36% |
$7.68K - $8.58K
|
8.19K
$331K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
144New |
$5.85K - $6.54K
|
144
$5.83K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
127New |
$5.16K - $5.77K
|
127
$5.14K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.49% |
$4.06K - $4.54K
|
1.92K
$77.8K
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
77+ 1.06% |
$3.13K - $3.5K
|
7.31K
$296K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
75+ 1.11% |
$3.05K - $3.41K
|
6.84K
$277K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
71+ 1.07% |
$2.88K - $3.22K
|
6.72K
$272K
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
29+ 0.43% |
$1.18K - $1.32K
|
6.77K
$274K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 0.95% |
$1.1K - $1.23K
|
2.86K
$116K
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20+ 0.3% |
$812 - $908
|
6.77K
$274K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.11% |
$244 - $272
|
545
$22.1K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.04% |
$203 - $227
|
486
$19.7K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$40.6 - $45.4
|
1
$40.5
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$527K - $594K
|
14.1K
$570K
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.6KNew |
$509K - $574K
|
13.6K
$550K
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.5KNew |
$394K - $444K
|
10.5K
$426K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22+ 1.77% |
$824 - $928
|
1.27K
$51.2K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.11% |
$412 - $464
|
10.5K
$424K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$375 - $422
|
11.4K
$462K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27KNew |
$976K - $1.06M
|
27K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$234K - $255K
|
6.47K
$262K
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.13KNew |
$76.7K - $83.7K
|
2.13K
$86K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
925New |
$33.4K - $36.4K
|
925
$37.4K
|