Latest Institutional Purchases of Ishares Tresg Screened S&P Sma (XJR)
This list provides information on the latest institutional transactions involving Ishares Tresg Screened S&P Sma (XJR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 66.72% |
$868K - $961K
|
55.4K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.79K+ 125.82% |
$305K - $338K
|
14K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.97K+ 18.15% |
$273K - $302K
|
45.4K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.75KNew |
$264K - $293K
|
6.75K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.86KNew |
$151K - $167K
|
3.86K
$159K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.41K+ 5.06% |
$133K - $148K
|
70.8K
$2.92M
|
|
|
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 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.23K+ 23.61% |
$48.1K - $53.3K
|
6.43K
$265K
|
|
|
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 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 50.0% |
$39.2K - $43.4K
|
3K
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
765+ 7.9% |
$30K - $33.2K
|
10.4K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
681+ 5.7% |
$26.7K - $29.5K
|
12.6K
$521K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
667+ 9.96% |
$26.1K - $28.9K
|
7.36K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
352New |
$13.8K - $15.3K
|
352
$14.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280+ 2.65% |
$11K - $12.1K
|
10.8K
$447K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
198+ 4.23% |
$7.76K - $8.59K
|
4.88K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
123New |
$4.82K - $5.33K
|
123
$5.07K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
75+ 0.87% |
$2.94K - $3.25K
|
8.69K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
73+ 0.92% |
$2.86K - $3.17K
|
8.02K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 38.67% |
$2.27K - $2.52K
|
208
$8.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 0.36% |
$2.19K - $2.43K
|
15.4K
$636K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.36% |
$1.1K - $1.21K
|
7.86K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$901 - $998
|
23
$949
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 4.66% |
$862 - $954
|
494
$20.4K
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.29% |
$588 - $651
|
5.28K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11+ 1.2% |
$431 - $477
|
928
$38.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$392 - $434
|
16.1K
$665K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$392 - $434
|
2.88K
$119K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$78.3 - $86.7
|
549
$22.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$78.3 - $86.7
|
490
$20.2K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.1KNew |
$1.87M - $2.26M
|
57.1K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.5KNew |
$442K - $534K
|
13.5K
$557K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.94KNew |
$227K - $275K
|
6.94K
$286K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.3KNew |
$174K - $210K
|
5.3K
$219K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.47K+ 4.45% |
$48.1K - $58.1K
|
34.5K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400New |
$13.1K - $15.8K
|
400
$16.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
375+ 6.04% |
$12.3K - $14.8K
|
6.58K
$271K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
273+ 2.6% |
$8.94K - $10.8K
|
10.8K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
140+ 16.15% |
$4.59K - $5.54K
|
1.01K
$41.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
67+ 7.12% |
$2.19K - $2.65K
|
1.01K
$41.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
36+ 0.53% |
$1.18K - $1.42K
|
6.8K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20+ 0.38% |
$655 - $791
|
5.3K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500+ 166.67% |
$18.4K - $21.4K
|
800
$33K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
257New |
$9.43K - $11K
|
257
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
190New |
$6.97K - $8.13K
|
190
$7.84K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
58+ 9.72% |
$2.13K - $2.48K
|
655
$27K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
17New |
$624 - $727
|
17
$701
|
|