Latest Institutional Transactions on Ishares Tresg Screened S&P Sma (XJR)
This table provides information on the latest institutional transactions involving Ishares Tresg Screened S&P Sma (XJR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-355- 16.71% |
$13.9K - $15.4K
|
1.77K
$73K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11+ 1.2% |
$431 - $477
|
928
$38.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-376- 6.38% |
$14.7K - $16.3K
|
5.52K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 15.22% |
$44.3K - $49.1K
|
6.3K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.86KNew |
$151K - $167K
|
3.86K
$159K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-993- 9.66% |
$38.9K - $43.1K
|
9.29K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-124- 1.72% |
$4.86K - $5.38K
|
7.1K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-118- 1.03% |
$4.62K - $5.12K
|
11.4K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 22.88% |
$120K - $133K
|
10.4K
$427K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280+ 2.65% |
$11K - $12.1K
|
10.8K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 19.4% |
$107K - $119K
|
11.4K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.21K- 6.85% |
$47.2K - $52.3K
|
16.4K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
123New |
$4.82K - $5.33K
|
123
$5.07K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 10.28% |
$73.6K - $81.4K
|
20.1K
$831K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
198+ 4.23% |
$7.76K - $8.59K
|
4.88K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 6.84% |
$42.1K - $46.6K
|
16.8K
$692K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 99.93% |
$108K - $120K
|
2
$82.5
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.79K+ 125.82% |
$305K - $338K
|
14K
$576K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-183- 30.7% |
$7.17K - $7.94K
|
413
$17K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
765+ 7.9% |
$30K - $33.2K
|
10.4K
$431K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 50.0% |
$39.2K - $43.4K
|
3K
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-48- 9.45% |
$1.88K - $2.08K
|
460
$19K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-196- 2.8% |
$7.68K - $8.5K
|
6.8K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 66.72% |
$868K - $961K
|
55.4K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
73+ 0.92% |
$2.86K - $3.17K
|
8.02K
$331K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.23K+ 23.61% |
$48.1K - $53.3K
|
6.43K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-393- 2.57% |
$15.4K - $17K
|
14.9K
$615K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.29% |
$588 - $651
|
5.28K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 0.81% |
$2.55K - $2.82K
|
7.97K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.75KNew |
$264K - $293K
|
6.75K
$278K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-645- 10.25% |
$25.3K - $28K
|
5.65K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$392 - $434
|
16.1K
$665K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-222- 20.96% |
$8.7K - $9.63K
|
837
$34.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 38.67% |
$2.27K - $2.52K
|
208
$8.58K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-416- 5.62% |
$16.3K - $18K
|
6.98K
$288K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.29% |
$823 - $911
|
7.26K
$300K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
$823 - $911
|
6.23K
$257K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$78.3 - $86.7
|
549
$22.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.17% |
$78.3 - $86.7
|
90
$3.71K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$901 - $998
|
23
$949
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.41K+ 5.06% |
$133K - $148K
|
70.8K
$2.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-476- 1.81% |
$18.6K - $20.6K
|
25.8K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
75+ 0.87% |
$2.94K - $3.25K
|
8.69K
$358K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 0.36% |
$2.19K - $2.43K
|
15.4K
$636K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-17- 0.26% |
$666 - $737
|
6.47K
$267K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-425- 5.34% |
$16.6K - $18.4K
|
7.53K
$311K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 7.36% |
$15.4K - $17K
|
4.95K
$204K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
352New |
$13.8K - $15.3K
|
352
$14.5K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
681+ 5.7% |
$26.7K - $29.5K
|
12.6K
$521K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.97K+ 18.15% |
$273K - $302K
|
45.4K
$1.87M
|
|