Bailard, Inc. Ishares Tresg Screened S&P Sma Transaction History
Bailard, Inc.
- $3.8 Billion
- Q3 2024
A detailed history of Bailard, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Bailard, Inc. holds 54,577 shares of XJR stock, worth $2.28 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
54,577
Previous 44,987
21.32%
Holding current value
$2.28 Million
Previous $1.7 Million
33.94%
% of portfolio
0.06%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding XJR
# of Institutions
64Shares Held
612KCall Options Held
0Put Options Held
0-
Franklin Resources Inc San Mateo, CA53KShares$2.21 Million0.0% of portfolio
-
Merriman Wealth Management, LLC51.6KShares$2.15 Million0.09% of portfolio
-
Balanced Rock Investment Advisor Roslindale, MA38.7KShares$1.61 Million1.27% of portfolio
-
Cambridge Investment Research Advisors, Inc.33.4KShares$1.39 Million0.0% of portfolio
-
Better Money Decisions, LLC28.5KShares$1.19 Million0.85% of portfolio