Gould Asset Management LLC Ishares Tresg Screened S&P Sma Transaction History

Gould Asset Management LLC

$534 Million
Q3 2025

A detailed history of Gould Asset Management LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Gould Asset Management LLC holds 8,690 shares of XJR stock, worth $358,462. This represents 0.07% of its overall portfolio holdings.

Number of Shares

8,690

Previous 8,615 0.87%

Holding current value

$358,462

Previous $340,000 8.53%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$39.17 - $43.37 $2,937 - $3,252	75 Added 0.87%	8,690 $369,000
Q1 2025 May 01, 2025	BUY	$36.7 - $42.78 $7,156 - $8,342	195 Added 2.32%	8,615 $324,000
Q4 2024 Feb 07, 2025	SELL	$40.62 - $45.4 $2,640 - $2,951	-65 Reduced 0.77%	8,420 $346,000
Q3 2024 Nov 12, 2024	SELL	$37.45 - $42.19 $4,494 - $5,062	-120 Reduced 1.39%	8,485 $354,000
Q2 2024 Aug 05, 2024	BUY	$36.08 - $39.37 $1,804 - $1,968	50 Added 0.58%	8,605 $325,000

Q1 2024 May 03, 2024	BUY	$36.12 - $39.17 $50,206 - $54,446	1,390 Added 19.4%	8,555 $335,000
Q4 2023 Feb 02, 2024	BUY	$30.69 - $38.87 $219,893 - $278,503	7,165 New	7,165 $274,000

Others Institutions Holding XJR

# of Institutions

Shares Held

815K

Call Options Held

Put Options Held

View Full List

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

More about XJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gould Asset Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Gould Asset Management LLC with notifications on news.

Account

Gould Asset Management LLC Ishares Tresg Screened S&P Sma Transaction History