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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-688- 84.11% |
$25.8K - $29K
|
130
$5.46K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
525+ 4.14% |
$19.7K - $22.1K
|
13.2K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 72.11% |
$674K - $760K
|
6.96K
$293K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-142- 10.9% |
$5.32K - $5.99K
|
1.16K
$48.8K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9- 0.37% |
$337 - $380
|
2.41K
$101K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
839+ 2.22% |
$31.4K - $35.4K
|
38.7K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.02K+ 8.89% |
$38K - $42.8K
|
12.4K
$522K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-82- 17.01% |
$3.07K - $3.46K
|
400
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228+ 17.01% |
$8.54K - $9.62K
|
1.57K
$65.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$527K - $594K
|
14.1K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.06K- 6.02% |
$39.6K - $44.6K
|
16.5K
$694K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.5KNew |
$394K - $444K
|
10.5K
$442K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.6KNew |
$509K - $574K
|
13.6K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.1K+ 41.25% |
$564K - $636K
|
51.6K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-120- 1.39% |
$4.49K - $5.06K
|
8.49K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.21K+ 19.69% |
$45.2K - $50.9K
|
7.34K
$308K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.19KNew |
$194K - $219K
|
5.19K
$218K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.96K+ 17.48% |
$148K - $167K
|
26.6K
$1.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.1K+ 6.86% |
$41.1K - $46.3K
|
17.1K
$719K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
472+ 4.65% |
$17.7K - $19.9K
|
10.6K
$447K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-950- 13.36% |
$35.6K - $40.1K
|
6.16K
$259K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-39- 58.21% |
$1.46K - $1.65K
|
28
$1.18K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
35+ 1.96% |
$1.31K - $1.48K
|
1.82K
$76.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
9.59K+ 21.32% |
$359K - $405K
|
54.6K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
1.87K+ 8.94% |
$70.2K - $79.1K
|
22.8K
$959K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
143+ 2.6% |
$5.36K - $6.03K
|
5.65K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-269- 14.4% |
$10.1K - $11.3K
|
1.6K
$67.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-909- 2.65% |
$34K - $38.4K
|
33.4K
$1.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
218+ 0.77% |
$8.16K - $9.2K
|
28.5K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22+ 1.77% |
$824 - $928
|
1.27K
$53.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.56% |
$112 - $127
|
539
$22.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.6KNew |
$210K - $236K
|
5.6K
$235K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
812+ 13.67% |
$30.4K - $34.3K
|
6.75K
$284K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
38+ 0.53% |
$1.42K - $1.6K
|
7.23K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.65KNew |
$249K - $280K
|
6.65K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-183- 2.24% |
$6.85K - $7.72K
|
8K
$336K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
8+ 0.12% |
$300 - $338
|
6.74K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$375 - $422
|
11.4K
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.81K+ 17581.25% |
$105K - $119K
|
2.83K
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.82K+ 28.78% |
$106K - $119K
|
12.6K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.11% |
$412 - $464
|
10.5K
$440K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.77KNew |
$253K - $286K
|
6.77K
$284K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
7.51KNew |
$281K - $317K
|
7.51K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.42% |
$74.9 - $84.4
|
481
$20.2K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
925New |
$33.4K - $36.4K
|
925
$38.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.9K- 35.9% |
$645K - $704K
|
31.9K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27KNew |
$976K - $1.06M
|
27K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86New |
$3.1K - $3.39K
|
86
$3.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
750New |
$27.1K - $29.5K
|
750
$31.5K
|
|