Heck Capital Advisors, LLC Ishares Tresg Screened S&P Sma Transaction History

Heck Capital Advisors, LLC

  • $1.29 Trillion
  • Q3 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 6,471 shares of XJR stock, worth $266,928. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,471
Previous 6,488 0.26%
Holding current value
$266,928
Previous $257 Million 7.33%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 24, 2025
SELL
$39.17 - $43.37 $665 - $737
-17 Reduced 0.26%
6,471 $275 Million
Q2 2025

Jul 22, 2025
BUY
$32.75 - $39.55 $7,008 - $8,463
214 Added 3.41%
6,488 $257 Million
Q1 2025

May 12, 2025
BUY
$36.7 - $42.78 $230,255 - $268,401
6,274 New
6,274 $236 Million
Q4 2024

May 13, 2025
BUY
$40.62 - $45.4 $19,660 - $21,973
484 Added 7.71%
6,758 $278 Million
Q4 2024

Jan 23, 2025
BUY
$40.62 - $45.4 $283,324 - $316,665
6,975 New
6,975 $287 Million
Q3 2024

May 19, 2025
SELL
$37.45 - $42.19 $18,837 - $21,221
-503 Reduced 6.86%
6,829 $286 Million
Q2 2024

May 19, 2025
BUY
$36.08 - $39.37 $8,659 - $9,448
240 Added 3.38%
7,332 $278 Million
Q1 2024

May 19, 2025
SELL
$36.12 - $39.17 $1,336 - $1,449
-37 Reduced 0.52%
7,092 $278 Million
Q4 2023

May 19, 2025
SELL
$30.69 - $38.87 $4,450 - $5,636
-145 Reduced 1.99%
7,129 $273 Million
Q3 2023

May 19, 2025
BUY
$32.6 - $36.92 $32,600 - $36,920
1,000 Added 15.94%
7,274 $240 Million
Q2 2023

May 19, 2025
SELL
$31.98 - $35.12 $1,311 - $1,439
-41 Reduced 0.6%
6,827 $239 Million
Q1 2023

May 19, 2025
BUY
$32.42 - $37.84 $49,116 - $57,327
1,515 Added 28.3%
6,868 $233 Million
Q4 2022

May 19, 2025
SELL
$31.29 - $35.81 $54,413 - $62,273
-1,739 Reduced 24.52%
5,353 $178 Million
Q3 2022

May 19, 2025
BUY
$30.67 - $37.46 $25,088 - $30,642
818 Added 13.04%
7,092 $278 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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