Steward Partners Investment Advisory, LLC Ishares Tresg Screened S&P Sma Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tresg Screened S&P Sma stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 3,204 shares of XJR stock, worth $136,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,204
Previous 2,704 18.49%
Holding current value
$136,458
Previous $113,000 15.93%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$40.62 - $45.4 $20,310 - $22,700
500 Added 18.49%
3,204 $131,000
Q1 2024

May 15, 2024
BUY
$36.12 - $39.17 $43,488 - $47,160
1,204 Added 80.27%
2,704 $105,000
Q4 2023

Feb 12, 2024
BUY
$30.69 - $38.87 $46,035 - $58,304
1,500 New
1,500 $57,000

Others Institutions Holding XJR

# of Institutions
70
Shares Held
681K
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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