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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.49% |
$4.06K - $4.54K
|
1.92K
$79K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 0.95% |
$1.1K - $1.23K
|
2.86K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.11% |
$244 - $272
|
545
$22.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.04% |
$203 - $227
|
486
$20K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.6KNew |
$509K - $574K
|
13.6K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.5KNew |
$394K - $444K
|
10.5K
$433K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22+ 1.77% |
$824 - $928
|
1.27K
$52K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.11% |
$412 - $464
|
10.5K
$431K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$375 - $422
|
11.4K
$469K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27KNew |
$976K - $1.06M
|
27K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$234K - $255K
|
6.47K
$266K
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.13KNew |
$76.7K - $83.7K
|
2.13K
$87.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
925New |
$33.4K - $36.4K
|
925
$38K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
750New |
$27.1K - $29.5K
|
750
$30.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150New |
$5.41K - $5.91K
|
150
$6.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.59% |
$505 - $551
|
2.38K
$97.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.16KNew |
$295K - $319K
|
8.16K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
621New |
$22.4K - $24.3K
|
621
$25.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
566New |
$20.4K - $22.2K
|
566
$23.3K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.14% |
$903 - $979
|
17.5K
$721K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 30.0% |
$325 - $353
|
39
$1.6K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
5.58K+ 30.6% |
$171K - $217K
|
23.8K
$979K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.23K+ 6150.0% |
$37.7K - $47.8K
|
1.25K
$51.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
604New |
$18.5K - $23.5K
|
604
$24.8K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.63K+ 443.35% |
$118K - $134K
|
4.45K
$183K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.29K+ 27.28% |
$74.6K - $84.5K
|
10.7K
$439K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
21+ 4.79% |
$672 - $738
|
459
$18.9K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.2K+ 9628.2% |
$1.98M - $2.26M
|
63.8K
$2.62M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
19KNew |
$593K - $679K
|
19K
$779K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.28KNew |
$71.3K - $81.6K
|
2.28K
$93.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
430New |
$13.5K - $15.4K
|
430
$17.7K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
527+ 7.78% |
$16.2K - $19.7K
|
7.3K
$300K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$9.2K - $11.2K
|
300
$12.3K
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$1.96K - $2.13K
|
53
$2.18K
|
|