Robertson Stephens Wealth Management, LLC Ishares Tresg Screened S&P Sma Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,796 shares of XJR stock, worth $280,335. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,796
Previous 6,992 2.8%
Holding current value
$280,335
Previous $276,000 4.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
SELL
$39.17 - $43.37 $7,677 - $8,500
-196 Reduced 2.8%
6,796 $289,000
Q2 2025

Jul 24, 2025
BUY
$32.75 - $39.55 $228,988 - $276,533
6,992 New
6,992 $276,000

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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