Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
6.47KNew |
$264K - $280K
|
6.47K
$267K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
810New |
$33K - $35K
|
810
$33.4K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
776+ 1.71% |
$31.6K - $33.5K
|
46.1K
$1.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
371+ 3.12% |
$15.1K - $16K
|
12.2K
$505K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
336+ 5.19% |
$13.7K - $14.5K
|
6.81K
$281K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
64+ 0.41% |
$2.61K - $2.77K
|
15.5K
$639K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
32+ 0.41% |
$1.3K - $1.38K
|
7.89K
$325K
|
|
|
Jan 20, 2026
Q4 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.2% |
$40.7 - $43.2
|
495
$20.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-193- 2.56% |
$7.86K - $8.34K
|
7.34K
$303K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-655- 9.57% |
$26.7K - $28.3K
|
6.19K
$255K
|
|