Headinvest, LLC Ishares Tresg Screened S&P Sma Transaction History

Headinvest, LLC

$525 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Dec 11, 2023	BUY	$32.6 - $36.92 $34,230 - $38,766	1,050 New	1,050 $34,000

Others Institutions Holding XJR

# of Institutions

64

Shares Held

612K

Call Options Held

0

Put Options Held

0

Bailard, Inc.

54.6K
Shares

$2.26 Million
0.06% of portfolio
Franklin Resources Inc San Mateo, CA

53K
Shares

$2.19 Million
0.0% of portfolio
Merriman Wealth Management, LLC

51.6K
Shares

$2.13 Million
0.09% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

38.7K
Shares

$1.6 Million
1.27% of portfolio
Cambridge Investment Research Advisors, Inc.

33.4K
Shares

$1.38 Million
0.0% of portfolio

About ISHARES TRESG SCREENED S&P SMA

Ticker XJR
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Headinvest, LLC with notifications on news.