Commonwealth Equity Services, LLC Ishares Tresg Screened S&P Sma Transaction History

Commonwealth Equity Services, LLC

  • $77.2 Billion
  • Q3 2025

A detailed history of Commonwealth Equity Services, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 4,946 shares of XJR stock, worth $204,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,946
Previous 5,339 7.36%
Holding current value
$204,022
Previous $211,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 22, 2025
SELL
$39.17 - $43.37 $15,393 - $17,044
-393 Reduced 7.36%
4,946 $211,000
Q2 2025

Aug 06, 2025
SELL
$32.75 - $39.55 $76,471 - $92,349
-2,335 Reduced 30.43%
5,339 $211,000
Q1 2025

May 09, 2025
SELL
$36.7 - $42.78 $18,863 - $21,988
-514 Reduced 6.28%
7,674 $289,000
Q4 2024

Feb 10, 2025
BUY
$40.62 - $45.4 $7,677 - $8,580
189 Added 2.36%
8,188 $337,000
Q3 2024

Oct 18, 2024
SELL
$37.45 - $42.19 $6,853 - $7,720
-183 Reduced 2.24%
7,999 $334,000
Q2 2024

Jul 31, 2024
BUY
$36.08 - $39.37 $295,206 - $322,125
8,182 New
8,182 $310,000

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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