A detailed history of Mai Capital Management transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Mai Capital Management holds 6,434 shares of XJR stock, worth $265,402. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,434
Previous 5,205 23.61%
Holding current value
$265,402
Previous $195,000 40.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025

BUY
$39.17 - $43.37 $48,139 - $53,301
1,229 Added 23.61%
6,434 $273,000
Q1 2025

May 15, 2025

BUY
$36.7 - $42.78 $49,875 - $58,138
1,359 Added 35.34%
5,205 $195,000
Q4 2024

Feb 14, 2025

BUY
$40.62 - $45.4 $156,224 - $174,608
3,846 New
3,846 $158,000

Others Institutions Holding XJR

About ISHARES TRESG SCREENED S&P SMA


  • Ticker XJR
  • Sector ETFs
  • Industry ETFs
More about XJR
Track This Portfolio

Track Mai Capital Management Portfolio

Follow Mai Capital Management and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Mai Capital Management with notifications on news.