A detailed history of Ghp Investment Advisors, Inc. transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Ghp Investment Advisors, Inc. holds 539 shares of XJR stock, worth $22,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares
539
Previous 536 0.56%
Holding current value
$22,282
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 24, 2024

BUY
$37.45 - $42.19 $112 - $126
3 Added 0.56%
539 $22,000
Q2 2024

Aug 08, 2024

BUY
$36.08 - $39.37 $72 - $78
2 Added 0.37%
536 $20,000
Q3 2023

Oct 17, 2023

BUY
$32.6 - $36.92 $65 - $73
2 Added 0.38%
534 $17,000
Q2 2023

Aug 14, 2023

BUY
$31.98 - $35.12 $63 - $70
2 Added 0.38%
532 $18,000
Q1 2023

Apr 21, 2023

BUY
$32.42 - $37.84 $64 - $75
2 Added 0.38%
530 $17,000
Q4 2022

Feb 16, 2023

BUY
$31.29 - $35.81 $4,505 - $5,156
144 Added 37.5%
528 $17,000
Q2 2022

Aug 11, 2022

BUY
$30.93 - $38.19 $30 - $38
1 Added 0.26%
384 $12,000
Q1 2022

Apr 28, 2022

BUY
$36.17 - $41.34 $13,853 - $15,833
383 New
383 $15,000

Others Institutions Holding XJR

About ISHARES TRESG SCREENED S&P SMA


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