Principal Securities, Inc. Ishares Tresg Screened S&P Sma Transaction History

Principal Securities, Inc.

  • $6.07 Trillion
  • Q3 2025

A detailed history of Principal Securities, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Principal Securities, Inc. holds 460 shares of XJR stock, worth $18,975. This represents 0.0% of its overall portfolio holdings.

Number of Shares
460
Previous 508 9.45%
Holding current value
$18,975
Previous $20.1 Million 2.55%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$39.17 - $43.37 $1,880 - $2,081
-48 Reduced 9.45%
460 $19.6 Million
Q2 2025

Aug 11, 2025
SELL
$32.75 - $39.55 $35,730 - $43,149
-1,091 Reduced 68.23%
508 $20.1 Million
Q3 2024

Oct 28, 2024
SELL
$37.45 - $42.19 $10,074 - $11,349
-269 Reduced 14.4%
1,599 $66.9 Million
Q2 2024

Jul 31, 2024
BUY
$36.08 - $39.37 $8,118 - $8,858
225 Added 13.69%
1,868 $70.7 Million
Q1 2024

May 10, 2024
SELL
$36.12 - $39.17 $8,054 - $8,734
-223 Reduced 11.95%
1,643 $64.4 Million
Q4 2023

Feb 07, 2024
BUY
$30.69 - $38.87 $57,267 - $72,531
1,866 New
1,866 $71.4 Million

Others Institutions Holding XJR

# of Institutions
86
Shares Held
815K
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRESG SCREENED S&P SMA

XJR Quotes by TradingView
  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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