Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.08K- 22.88% |
$120K - $133K
|
10.4K
$427K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.76K- 99.93% |
$108K - $120K
|
2
$82.5
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.74K- 19.4% |
$107K - $119K
|
11.4K
$469K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.58K- 18.78% |
$62K - $68.7K
|
6.85K
$282K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.21K- 6.85% |
$47.2K - $52.3K
|
16.4K
$677K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.13K- 15.22% |
$44.3K - $49.1K
|
6.3K
$260K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-993- 9.66% |
$38.9K - $43.1K
|
9.29K
$383K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-650- 33.8% |
$25.5K - $28.2K
|
1.27K
$52.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-645- 10.25% |
$25.3K - $28K
|
5.65K
$233K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-476- 1.81% |
$18.6K - $20.6K
|
25.8K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-425- 5.34% |
$16.6K - $18.4K
|
7.53K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-416- 5.62% |
$16.3K - $18K
|
6.98K
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-393- 2.57% |
$15.4K - $17K
|
14.9K
$615K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 7.36% |
$15.4K - $17K
|
4.95K
$204K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-376- 6.38% |
$14.7K - $16.3K
|
5.52K
$228K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-355- 16.71% |
$13.9K - $15.4K
|
1.77K
$73K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-222- 20.96% |
$8.7K - $9.63K
|
837
$34.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-196- 2.8% |
$7.68K - $8.5K
|
6.8K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-183- 30.7% |
$7.17K - $7.94K
|
413
$17K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-124- 1.72% |
$4.86K - $5.38K
|
7.1K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-118- 1.03% |
$4.62K - $5.12K
|
11.4K
$469K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 0.81% |
$2.55K - $2.82K
|
7.97K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-48- 9.45% |
$1.88K - $2.08K
|
460
$19K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-17- 0.26% |
$666 - $737
|
6.47K
$267K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.17% |
$78.3 - $86.7
|
90
$3.71K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.94K- 5.0% |
$96.1K - $116K
|
55.8K
$2.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.26K- 88.48% |
$74K - $89.3K
|
294
$12.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-81- 0.68% |
$2.65K - $3.2K
|
11.9K
$490K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-66- 10.93% |
$2.16K - $2.61K
|
538
$22.2K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30- 25.86% |
$983 - $1.19K
|
86
$3.55K
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.75K- 14.39% |
$174K - $203K
|
28.2K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-355- 59.17% |
$13K - $15.2K
|
245
$10.1K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.65K- 3.2% |
$66.9K - $74.8K
|
49.9K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-47- 0.91% |
$1.91K - $2.13K
|
5.14K
$212K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18K- 72.11% |
$674K - $760K
|
6.96K
$287K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-688- 84.11% |
$25.8K - $29K
|
130
$5.36K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-82- 17.01% |
$3.07K - $3.46K
|
400
$16.5K
|
|
|
Sep 09, 2025
Q3 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
SELL
|
- |
-75- 0.61% |
$2.81K - $3.16K
|
12.2K
$502K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.13K- 12.78% |
$76.9K - $83.4K
|
14.5K
$599K
|
|
| Q4 2023 | |||||||
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.49K- 61.77% |
$45.6K - $57.7K
|
919
$37.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-85- 62.5% |
$2.61K - $3.3K
|
51
$2.1K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-22- 0.3% |
$717 - $812
|
7.22K
$298K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-50- 2.25% |
$1.6K - $1.76K
|
2.17K
$89.5K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-167- 1.26% |
$5.41K - $6.32K
|
13.1K
$542K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.92KClosed |
$276K - $341K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-131Closed |
$4.74K - $5.42K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-327Closed |
$12.1K - $13.2K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-169- 40.33% |
$6.41K - $6.99K
|
250
$10.3K
|
|