Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-19.2K- 72.61% |
$627K - $758K
|
7.23K
$289K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.01K- 59.28% |
$295K - $356K
|
6.19K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.7K- 39.46% |
$220K - $265K
|
10.3K
$411K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.96K- 26.94% |
$162K - $196K
|
13.4K
$538K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.94K- 5.0% |
$96.1K - $116K
|
55.8K
$2.23M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.34K- 30.43% |
$76.5K - $92.3K
|
5.34K
$214K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.33K- 3.35% |
$76.4K - $92.2K
|
67.3K
$2.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 88.48% |
$74K - $89.3K
|
294
$11.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.88K- 40.5% |
$61.6K - $74.4K
|
2.76K
$111K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.86K- 22.81% |
$60.9K - $73.6K
|
6.3K
$252K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.73K- 17.03% |
$56.7K - $68.4K
|
8.43K
$337K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.46K- 12.16% |
$47.8K - $57.7K
|
10.6K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.31K- 58.79% |
$42.8K - $51.7K
|
917
$36.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.2K- 37.58% |
$39.4K - $47.6K
|
2K
$80K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.09K- 68.23% |
$35.7K - $43.1K
|
508
$20.3K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 5.58% |
$35.4K - $42.7K
|
18.3K
$730K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-687- 8.46% |
$22.5K - $27.2K
|
7.43K
$297K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-321- 35.01% |
$10.5K - $12.7K
|
596
$23.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-81- 0.68% |
$2.65K - $3.2K
|
11.9K
$475K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 10.93% |
$2.16K - $2.61K
|
538
$21.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30- 25.86% |
$983 - $1.19K
|
86
$3.44K
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.75K- 14.39% |
$174K - $203K
|
28.2K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-355- 59.17% |
$13K - $15.2K
|
245
$9.8K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 3.2% |
$66.9K - $74.8K
|
49.9K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-47- 0.91% |
$1.91K - $2.13K
|
5.14K
$206K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 72.11% |
$674K - $760K
|
6.96K
$279K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-688- 84.11% |
$25.8K - $29K
|
130
$5.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-82- 17.01% |
$3.07K - $3.46K
|
400
$16K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.13K- 12.78% |
$76.9K - $83.4K
|
14.5K
$581K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 61.77% |
$45.6K - $57.7K
|
919
$36.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-85- 62.5% |
$2.61K - $3.3K
|
51
$2.04K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.3% |
$717 - $812
|
7.22K
$289K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 2.25% |
$1.6K - $1.76K
|
2.17K
$86.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-167- 1.26% |
$5.41K - $6.32K
|
13.1K
$525K
|
|
| 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
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-169- 40.33% |
$6.41K - $6.99K
|
250
$10K
|
|