A detailed history of Armbruster Capital Management, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Armbruster Capital Management, Inc. holds 6,160 shares of XJR stock, worth $254,654. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,160
Previous 7,110 13.36%
Holding current value
$254,654
Previous $269,000 4.46%
% of portfolio
0.05%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$37.45 - $42.19 $35,577 - $40,080
-950 Reduced 13.36%
6,160 $257,000
Q2 2024

Jul 29, 2024

BUY
$36.08 - $39.37 $4,510 - $4,921
125 Added 1.79%
7,110 $269,000
Q1 2024

May 07, 2024

BUY
$36.12 - $39.17 $25,284 - $27,419
700 Added 11.14%
6,985 $273,000
Q4 2023

Feb 01, 2024

BUY
$30.69 - $38.87 $192,886 - $244,297
6,285 New
6,285 $240,000
Q2 2023

Aug 03, 2023

BUY
$31.98 - $35.12 $187,882 - $206,329
5,875 New
5,875 $205,000

Others Institutions Holding XJR

About ISHARES TRESG SCREENED S&P SMA


  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
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