Institutional Ownership Ishares Tresg Screened S&P Sma (XJR)

XJR Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tresg Screened S&P Sma (XJR). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 742,463 shares, which have been reported (via 13F filing form) to have a value of $26.3 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Spire Wealth Management

Apr 23, 2025 Q1 2025
39
shares
$1,407 0.0% of portfolio
Q1 2024 Added 30.0%
Covestor LTD

Boston, MA

 		Feb 13, 2025 Q4 2024
24
shares
$865 0.0% of portfolio
Q4 2024 Reduced 14.29%
Morgan Stanley

New York, NY

 		Feb 14, 2025 Q4 2024
1
shares
$36 0.0% of portfolio
Q4 2024 New holding
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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