Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.1KNew |
$976K - $1.14M
|
30.1K
$1.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
15.9KNew |
$514K - $600K
|
15.9K
$659K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14.1K+ 48.65% |
$459K - $535K
|
43.2K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.08K+ 124.38% |
$294K - $343K
|
16.4K
$681K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.39KNew |
$272K - $317K
|
8.39K
$349K
|
|
|
May 08, 2023
Q1 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
7.4K+ 118.6% |
$240K - $280K
|
13.6K
$567K
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
6.43KNew |
$208K - $243K
|
6.43K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
3.8K+ 44.48% |
$123K - $144K
|
12.4K
$514K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.5K+ 209.19% |
$48.7K - $56.8K
|
2.22K
$92.3K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.32KNew |
$42.8K - $50K
|
1.32K
$54.9K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.14K+ 14.81% |
$36.9K - $43.1K
|
8.82K
$367K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.02K+ 3274.19% |
$32.9K - $38.4K
|
1.05K
$43.5K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1K+ 6.76% |
$32.5K - $38K
|
15.8K
$658K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
589New |
$19.1K - $22.3K
|
589
$24.5K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
560+ 4.84% |
$18.2K - $21.2K
|
12.1K
$504K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
435+ 35.74% |
$14.1K - $16.5K
|
1.65K
$68.7K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
73+ 0.89% |
$2.37K - $2.76K
|
8.24K
$343K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
30New |
$973 - $1.14K
|
30
$1.25K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
28+ 25.93% |
$908 - $1.06K
|
136
$5.65K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 150.0% |
$292 - $341
|
15
$624
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$64.8 - $75.7
|
530
$22K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-167- 1.26% |
$5.41K - $6.32K
|
13.1K
$546K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-196- 12.1% |
$6.35K - $7.42K
|
1.42K
$59.2K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.21K- 13.7% |
$71.6K - $83.6K
|
13.9K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.96K- 10.24% |
$96.1K - $112K
|
26K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.4K- 48.74% |
$660K - $770K
|
21.4K
$890K
|