Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
13KNew |
$530K - $592K
|
13K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$509K - $569K
|
12.5K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.98KNew |
$283K - $317K
|
6.98K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35KNew |
$217K - $243K
|
5.35K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.36K+ 10.33% |
$95.8K - $107K
|
25.2K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.2K+ 17.41% |
$89.2K - $99.7K
|
14.8K
$627K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
440+ 1.54% |
$17.9K - $20K
|
29K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
308+ 5.45% |
$12.5K - $14K
|
5.96K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
196+ 3.5% |
$7.96K - $8.9K
|
5.79K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.49% |
$4.06K - $4.54K
|
1.92K
$81.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
77+ 1.06% |
$3.13K - $3.5K
|
7.31K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
75+ 1.11% |
$3.05K - $3.41K
|
6.84K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
29+ 0.43% |
$1.18K - $1.32K
|
6.77K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20+ 0.3% |
$812 - $908
|
6.77K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.11% |
$244 - $272
|
545
$23.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-175- 2.84% |
$7.11K - $7.95K
|
5.99K
$253K
|