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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
13KNew |
$530K - $592K
|
13K
$552K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
12.5KNew |
$509K - $569K
|
12.5K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.98KNew |
$283K - $317K
|
6.98K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35KNew |
$217K - $243K
|
5.35K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
4.09K+ 54.47% |
$166K - $186K
|
11.6K
$491K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
2.36K+ 10.33% |
$95.8K - $107K
|
25.2K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.2K+ 17.41% |
$89.2K - $99.7K
|
14.8K
$628K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
610New |
$24.8K - $27.7K
|
610
$25.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
440+ 1.54% |
$17.9K - $20K
|
29K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
308+ 5.45% |
$12.5K - $14K
|
5.96K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
196+ 3.5% |
$7.96K - $8.9K
|
5.79K
$245K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 5.49% |
$4.06K - $4.54K
|
1.92K
$81.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
77+ 1.06% |
$3.13K - $3.5K
|
7.31K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
75+ 1.11% |
$3.05K - $3.41K
|
6.84K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
71+ 1.07% |
$2.88K - $3.22K
|
6.72K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
BUY
|
- |
29+ 0.43% |
$1.18K - $1.32K
|
6.77K
$287K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
27+ 0.95% |
$1.1K - $1.23K
|
2.86K
$121K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
20+ 0.3% |
$812 - $908
|
6.77K
$287K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 1.11% |
$244 - $272
|
545
$23.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
5+ 1.04% |
$203 - $227
|
486
$20.6K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15.1K+ 41.25% |
$564K - $636K
|
51.6K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$527K - $594K
|
14.1K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
13.6KNew |
$509K - $574K
|
13.6K
$576K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
10.5KNew |
$394K - $444K
|
10.5K
$446K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
9.59K+ 21.32% |
$359K - $405K
|
54.6K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.19KNew |
$194K - $219K
|
5.19K
$220K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.96K+ 17.48% |
$148K - $167K
|
26.6K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.21K+ 19.69% |
$45.2K - $50.9K
|
7.34K
$311K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.1K+ 6.86% |
$41.1K - $46.3K
|
17.1K
$725K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
839+ 2.22% |
$31.4K - $35.4K
|
38.7K
$1.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
525+ 4.14% |
$19.7K - $22.1K
|
13.2K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
472+ 4.65% |
$17.7K - $19.9K
|
10.6K
$450K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
228+ 17.01% |
$8.54K - $9.62K
|
1.57K
$66.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22+ 1.77% |
$824 - $928
|
1.27K
$53.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11+ 0.11% |
$412 - $464
|
10.5K
$444K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
10+ 0.09% |
$375 - $422
|
11.4K
$484K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
27KNew |
$976K - $1.06M
|
27K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.47KNew |
$234K - $255K
|
6.47K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.01K+ 12.77% |
$217K - $236K
|
53K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2.13KNew |
$76.7K - $83.7K
|
2.13K
$90K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
925New |
$33.4K - $36.4K
|
925
$39.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
750New |
$27.1K - $29.5K
|
750
$31.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
471New |
$17K - $18.5K
|
471
$20K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
150New |
$5.41K - $5.91K
|
150
$6.35K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
86New |
$3.1K - $3.39K
|
86
$3.64K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14+ 0.59% |
$505 - $551
|
2.38K
$101K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.16KNew |
$295K - $319K
|
8.16K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.2K+ 80.27% |
$43.5K - $47.2K
|
2.7K
$115K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
621New |
$22.4K - $24.3K
|
621
$26.3K
|
|