Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
30KNew |
$1.1M - $1.28M
|
30K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17KNew |
$623K - $727K
|
17K
$681K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4K+ 557.22% |
$602K - $702K
|
19.3K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.8KNew |
$580K - $676K
|
15.8K
$633K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$507K - $591K
|
13.8K
$554K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
10K+ 16.83% |
$368K - $430K
|
69.7K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.27KNew |
$230K - $268K
|
6.27K
$252K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.71KNew |
$210K - $244K
|
5.71K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.65KNew |
$170K - $199K
|
4.65K
$186K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
4.03K+ 13.9% |
$148K - $172K
|
33K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.85K+ 315.56% |
$141K - $165K
|
5.07K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.55K+ 255200.0% |
$93.7K - $109K
|
2.55K
$102K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.39K+ 17.11% |
$51K - $59.5K
|
9.52K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.36K+ 35.34% |
$49.9K - $58.1K
|
5.21K
$209K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.18K+ 17.47% |
$43.4K - $50.6K
|
7.96K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$38.9K - $45.3K
|
1.06K
$42.5K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1K+ 9.08% |
$36.7K - $42.8K
|
12K
$482K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1K+ 14.89% |
$36.7K - $42.8K
|
7.72K
$309K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
917New |
$33.7K - $39.2K
|
917
$36.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
500+ 3.37% |
$18.4K - $21.4K
|
15.3K
$614K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500+ 166.67% |
$18.4K - $21.4K
|
800
$32.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
487+ 6.66% |
$17.9K - $20.8K
|
7.8K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
400+ 6.91% |
$14.7K - $17.1K
|
6.19K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
353+ 3.04% |
$13K - $15.1K
|
12K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
257New |
$9.43K - $11K
|
257
$10.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
245+ 4.11% |
$8.99K - $10.5K
|
6.21K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
195+ 2.32% |
$7.16K - $8.34K
|
8.62K
$345K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
190New |
$6.97K - $8.13K
|
190
$7.62K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
188+ 2.75% |
$6.9K - $8.04K
|
7.03K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
150New |
$5.51K - $6.42K
|
150
$6.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 9.72% |
$2.13K - $2.48K
|
655
$26.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30+ 34.88% |
$1.1K - $1.28K
|
116
$4.65K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18+ 0.13% |
$661 - $770
|
14.1K
$565K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17New |
$624 - $727
|
17
$682
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 4.17% |
$36.7 - $42.8
|
25
$1K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6- 0.63% |
$220 - $257
|
941
$37.7K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-115- 0.73% |
$4.22K - $4.92K
|
15.6K
$626K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-211- 5.15% |
$7.74K - $9.03K
|
3.89K
$156K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-355- 59.17% |
$13K - $15.2K
|
245
$9.82K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-491- 2.6% |
$18K - $21K
|
18.4K
$738K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-514- 6.28% |
$18.9K - $22K
|
7.67K
$308K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-600- 3.8% |
$22K - $25.7K
|
15.2K
$609K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-771- 2.84% |
$28.3K - $33K
|
26.4K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-793- 6.43% |
$29.1K - $33.9K
|
11.5K
$462K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-855- 1.44% |
$31.4K - $36.6K
|
58.7K
$2.35M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03K- 31.54% |
$37.6K - $43.8K
|
2.23K
$89.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.45K- 15.1% |
$53.2K - $62K
|
8.16K
$327K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.38K- 18.98% |
$87.3K - $102K
|
10.2K
$407K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.69K- 24.86% |
$98.6K - $115K
|
8.12K
$325K
|