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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
621New |
$22.4K - $24.3K
|
621
$26.1K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
566New |
$20.4K - $22.2K
|
566
$23.8K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.14% |
$903 - $979
|
17.5K
$737K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 30.0% |
$325 - $353
|
39
$1.64K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.1 - $39.2
|
1
$42
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
5.58K+ 30.6% |
$171K - $217K
|
23.8K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.23K+ 6150.0% |
$37.7K - $47.8K
|
1.25K
$52.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
604New |
$18.5K - $23.5K
|
604
$25.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 1.88% |
$338 - $428
|
597
$25.1K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.63K+ 443.35% |
$118K - $134K
|
4.45K
$187K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.29K+ 27.28% |
$74.6K - $84.5K
|
10.7K
$449K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.05KNew |
$34.2K - $38.8K
|
1.05K
$44.1K
|
|
| Q2 2023 | |||||||
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
21+ 4.79% |
$672 - $738
|
459
$19.3K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
63.2K+ 9628.2% |
$1.98M - $2.26M
|
63.8K
$2.68M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
19KNew |
$593K - $679K
|
19K
$796K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.28KNew |
$71.3K - $81.6K
|
2.28K
$95.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
430New |
$13.5K - $15.4K
|
430
$18.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
300New |
$9.39K - $10.7K
|
300
$12.6K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
527+ 7.78% |
$16.2K - $19.7K
|
7.3K
$307K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$9.2K - $11.2K
|
300
$12.6K
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
53New |
$1.96K - $2.13K
|
53
$2.23K
|
|