Balanced Rock Investment Advisor Ishares Tresg Screened S&P Sma Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 27,149 shares of XJR stock, worth $1.14 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
27,149
Previous 38,701 29.85%
Holding current value
$1.14 Million
Previous $1.62 Billion 30.99%
% of portfolio
0.88%
Previous 1.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$40.62 - $45.4 $469,242 - $524,460
-11,552 Reduced 29.85%
27,149 $1.12 Billion
Q3 2024

Nov 13, 2024
BUY
$37.45 - $42.19 $31,420 - $35,397
839 Added 2.22%
38,701 $1.62 Billion
Q2 2024

Jul 31, 2024
BUY
$36.08 - $39.37 $44,811 - $48,897
1,242 Added 3.39%
37,862 $1.43 Billion
Q1 2024

May 13, 2024
BUY
$36.12 - $39.17 $547,434 - $593,660
15,156 Added 70.61%
36,620 $1.43 Billion
Q4 2023

Feb 13, 2024
BUY
$30.69 - $38.87 $658,730 - $834,305
21,464 New
21,464 $821 Million

Others Institutions Holding XJR

# of Institutions
74
Shares Held
709K
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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