Purchases and Sales Made in Q1 2022 in Ishares Tresg Screened S&P Sma (XJR)
This table provides information about the institutional ownership of Ishares Tresg Screened S&P Sma (XJR) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TRESG SCREENED S&P SMA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
15.1KNew |
$546K - $624K
|
15.1K
$628K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
8.92KNew |
$323K - $369K
|
8.92K
$371K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.18K+ 29.84% |
$115K - $131K
|
13.8K
$575K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.08K+ 5.24% |
$75.2K - $86K
|
41.8K
$1.74M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.97K+ 19.7% |
$71.3K - $81.4K
|
12K
$498K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.49K+ 48.37% |
$54K - $61.8K
|
4.58K
$191K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.49KNew |
$53.9K - $61.6K
|
1.49K
$62K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
585+ 25.03% |
$21.2K - $24.2K
|
2.92K
$121K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
504+ 36.29% |
$18.2K - $20.8K
|
1.89K
$78.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
383New |
$13.9K - $15.8K
|
383
$15.9K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
318+ 75.89% |
$11.5K - $13.1K
|
737
$30.6K
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
251+ 13.28% |
$9.08K - $10.4K
|
2.14K
$89K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
62New |
$2.24K - $2.56K
|
62
$2.58K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-131Closed |
$4.74K - $5.42K
|
0
$0
|