Better Money Decisions, LLC Ishares Tresg Screened S&P Sma Transaction History

Better Money Decisions, LLC

  • $164 Million
  • Q2 2025

A detailed history of Better Money Decisions, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Better Money Decisions, LLC holds 34,450 shares of XJR stock, worth $1.42 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
34,450
Previous 32,981 4.45%
Holding current value
$1.42 Million
Previous $1.24 Million 10.28%
% of portfolio
0.83%
Previous 0.83%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$32.75 - $39.55 $48,109 - $58,098
1,469 Added 4.45%
34,450 $1.36 Million
Q1 2025

Apr 10, 2025
BUY
$36.7 - $42.78 $147,754 - $172,232
4,026 Added 13.9%
32,981 $1.24 Million
Q4 2024

Jan 24, 2025
BUY
$40.62 - $45.4 $17,872 - $19,976
440 Added 1.54%
28,955 $1.19 Million
Q3 2024

Oct 25, 2024
BUY
$37.45 - $42.19 $8,164 - $9,197
218 Added 0.77%
28,515 $1.19 Million
Q2 2024

Jul 24, 2024
BUY
$36.08 - $39.37 $174,086 - $189,960
4,825 Added 20.56%
28,297 $1.07 Million
Q1 2024

May 01, 2024
SELL
$36.12 - $39.17 $216 - $235
-6 Reduced 0.03%
23,472 $919,000
Q4 2023

Jan 23, 2024
BUY
$30.69 - $38.87 $251,658 - $318,734
8,200 Added 53.67%
23,478 $898,000
Q3 2023

Nov 08, 2023
BUY
$32.6 - $36.92 $83,684 - $94,773
2,567 Added 20.2%
15,278 $505,000
Q2 2023

Aug 09, 2023
BUY
$31.98 - $35.12 $11,352 - $12,467
355 Added 2.87%
12,711 $445,000
Q1 2023

May 03, 2023
BUY
$32.42 - $37.84 $123,325 - $143,943
3,804 Added 44.48%
12,356 $418,000
Q4 2022

Feb 14, 2023
BUY
$31.29 - $35.81 $61,641 - $70,545
1,970 Added 29.93%
8,552 $284,000
Q3 2022

Oct 28, 2022
BUY
$30.67 - $37.46 $60,450 - $73,833
1,971 Added 42.75%
6,582 $202,000
Q2 2022

Aug 05, 2022
BUY
$30.93 - $38.19 $142,618 - $176,094
4,611 New
4,611 $149,000

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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