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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.27KNew |
$92K - $103K
|
2.27K
$84.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
11KNew |
$447K - $500K
|
11K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-417- 1.25% |
$16.9K - $18.9K
|
33K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.09K+ 179.93% |
$84.9K - $94.8K
|
3.25K
$122K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
3.85KNew |
$156K - $175K
|
3.85K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$40.6 - $45.4
|
1
$37.5
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 3.2% |
$66.9K - $74.8K
|
49.9K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4- 14.29% |
$162 - $182
|
24
$899
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.5KNew |
$386K - $431K
|
9.5K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
534+ 22.17% |
$21.7K - $24.2K
|
2.94K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
793+ 10.81% |
$32.2K - $36K
|
8.13K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.38K+ 14.39% |
$96.5K - $108K
|
18.9K
$707K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-11.6K- 29.85% |
$469K - $524K
|
27.1K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.4K- 18.2% |
$97.6K - $109K
|
10.8K
$405K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
16.1K+ 100.87% |
$653K - $730K
|
32K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.53K+ 12.3% |
$265K - $296K
|
59.6K
$2.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
947New |
$38.5K - $43K
|
947
$35.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 9.64% |
$41.6K - $46.5K
|
9.61K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.45K+ 24.24% |
$262K - $293K
|
33.1K
$1.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.01K- 5.89% |
$40.9K - $45.8K
|
16.1K
$603K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
144New |
$5.85K - $6.54K
|
144
$5.39K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-47- 0.91% |
$1.91K - $2.13K
|
5.14K
$192K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
127New |
$5.16K - $5.77K
|
127
$4.76K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
189+ 2.36% |
$7.68K - $8.58K
|
8.19K
$307K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5.28KNew |
$214K - $240K
|
5.28K
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-65- 0.77% |
$2.64K - $2.95K
|
8.42K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-347- 22.13% |
$14.1K - $15.8K
|
1.22K
$45.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 18.49% |
$20.3K - $22.7K
|
3.2K
$120K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-179- 17.11% |
$7.27K - $8.13K
|
867
$32.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.7KNew |
$639K - $714K
|
15.7K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.06K+ 9.27% |
$206K - $230K
|
59.6K
$2.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.04% |
$203 - $227
|
486
$18.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
71+ 1.07% |
$2.88K - $3.22K
|
6.72K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 0.95% |
$1.1K - $1.23K
|
2.86K
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
610New |
$24.8K - $27.7K
|
610
$22.8K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-105- 0.84% |
$4.27K - $4.77K
|
12.3K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
75+ 1.11% |
$3.05K - $3.41K
|
6.84K
$256K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.36K+ 10.33% |
$95.8K - $107K
|
25.2K
$943K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.09K+ 54.47% |
$166K - $186K
|
11.6K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.49% |
$4.06K - $4.54K
|
1.92K
$72K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
77+ 1.06% |
$3.13K - $3.5K
|
7.31K
$274K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.11% |
$244 - $272
|
545
$20.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35KNew |
$217K - $243K
|
5.35K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
440+ 1.54% |
$17.9K - $20K
|
29K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
308+ 5.45% |
$12.5K - $14K
|
5.96K
$223K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$509K - $569K
|
12.5K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.98KNew |
$283K - $317K
|
6.98K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
196+ 3.5% |
$7.96K - $8.9K
|
5.79K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-175- 2.84% |
$7.11K - $7.95K
|
5.99K
$224K
|