Eley Financial Management, Inc Ishares Tresg Screened S&P Sma Transaction History

Eley Financial Management, Inc

  • $278 Billion
  • Q3 2025

A detailed history of Eley Financial Management, Inc transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Eley Financial Management, Inc holds 10,445 shares of XJR stock, worth $430,856. This represents 0.16% of its overall portfolio holdings.

Number of Shares
10,445
Previous 9,680 7.9%
Holding current value
$430,856
Previous $383 Million 16.11%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 12, 2025
BUY
$39.17 - $43.37 $29,965 - $33,178
765 Added 7.9%
10,445 $445 Million
Q2 2025

Aug 12, 2025
BUY
$32.75 - $39.55 $5,240 - $6,328
160 Added 1.68%
9,680 $383 Million
Q1 2025

May 13, 2025
BUY
$36.7 - $42.78 $51,049 - $59,506
1,391 Added 17.11%
9,520 $359 Million
Q4 2024

Feb 13, 2025
BUY
$40.62 - $45.4 $32,211 - $36,002
793 Added 10.81%
8,129 $334 Million
Q3 2024

Nov 12, 2024
BUY
$37.45 - $42.19 $45,202 - $50,923
1,207 Added 19.69%
7,336 $307 Million
Q2 2024

Aug 09, 2024
BUY
$36.08 - $39.37 $221,134 - $241,298
6,129 New
6,129 $232 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
Track This Portfolio

Track Eley Financial Management, Inc Portfolio

Follow Eley Financial Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eley Financial Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Eley Financial Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email