Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.1K+ 41.25% |
$564K - $636K
|
51.6K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$527K - $594K
|
14.1K
$608K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.6KNew |
$509K - $574K
|
13.6K
$587K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.5KNew |
$394K - $444K
|
10.5K
$455K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
9.59K+ 21.32% |
$359K - $405K
|
54.6K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.51KNew |
$281K - $317K
|
7.51K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.77KNew |
$253K - $286K
|
6.77K
$292K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65KNew |
$249K - $280K
|
6.65K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.6KNew |
$210K - $236K
|
5.6K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.19KNew |
$194K - $219K
|
5.19K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.96K+ 17.48% |
$148K - $167K
|
26.6K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.82K+ 28.78% |
$106K - $119K
|
12.6K
$545K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 17581.25% |
$105K - $119K
|
2.83K
$122K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.87K+ 8.94% |
$70.2K - $79.1K
|
22.8K
$986K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.21K+ 19.69% |
$45.2K - $50.9K
|
7.34K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.1K+ 6.86% |
$41.1K - $46.3K
|
17.1K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.02K+ 8.89% |
$38K - $42.8K
|
12.4K
$537K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
839+ 2.22% |
$31.4K - $35.4K
|
38.7K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
812+ 13.67% |
$30.4K - $34.3K
|
6.75K
$292K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
525+ 4.14% |
$19.7K - $22.1K
|
13.2K
$570K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
472+ 4.65% |
$17.7K - $19.9K
|
10.6K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228+ 17.01% |
$8.54K - $9.62K
|
1.57K
$67.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
218+ 0.77% |
$8.16K - $9.2K
|
28.5K
$1.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
143+ 2.6% |
$5.36K - $6.03K
|
5.65K
$244K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
38+ 0.53% |
$1.42K - $1.6K
|
7.23K
$312K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 1.96% |
$1.31K - $1.48K
|
1.82K
$78.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22+ 1.77% |
$824 - $928
|
1.27K
$54.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.11% |
$412 - $464
|
10.5K
$453K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$375 - $422
|
11.4K
$493K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.12% |
$300 - $338
|
6.74K
$291K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.56% |
$112 - $127
|
539
$23.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.42% |
$74.9 - $84.4
|
481
$20.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9- 0.37% |
$337 - $380
|
2.41K
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 58.21% |
$1.46K - $1.65K
|
28
$1.21K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-82- 17.01% |
$3.07K - $3.46K
|
400
$17.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-120- 1.39% |
$4.49K - $5.06K
|
8.49K
$366K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142- 10.9% |
$5.32K - $5.99K
|
1.16K
$50.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-183- 2.24% |
$6.85K - $7.72K
|
8K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-269- 14.4% |
$10.1K - $11.3K
|
1.6K
$69.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-688- 84.11% |
$25.8K - $29K
|
130
$5.61K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-909- 2.65% |
$34K - $38.4K
|
33.4K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-950- 13.36% |
$35.6K - $40.1K
|
6.16K
$266K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 6.02% |
$39.6K - $44.6K
|
16.5K
$713K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 72.11% |
$674K - $760K
|
6.96K
$301K
|