Addison Advisors LLC Ishares Tresg Screened S&P Sma Transaction History

Addison Advisors LLC

  • $376 Million
  • Q3 2025

A detailed history of Addison Advisors LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Addison Advisors LLC holds 245 shares of XJR stock, worth $10,106. This represents 0.0% of its overall portfolio holdings.

Number of Shares
245
Previous 245 -0.0%
Holding current value
$10,106
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$36.7 - $42.78 $13,028 - $15,186
-355 Reduced 59.17%
245 $9,000
Q4 2023

Feb 02, 2024
SELL
$30.69 - $38.87 $7,672 - $9,717
-250 Reduced 29.41%
600 $22,000
Q3 2023

Nov 07, 2023
BUY
$32.6 - $36.92 $27,710 - $31,382
850 New
850 $28,000

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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