Purchases and Sales Made in Q2 2022 in Ishares Tresg Screened S&P Sma (XJR)
This table provides information about the institutional ownership of Ishares Tresg Screened S&P Sma (XJR) during Q2 2022. The information is specifically focused on institutions that hold shares of ISHARES TRESG SCREENED S&P SMA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.5KNew |
$1.1M - $1.36M
|
35.5K
$1.49M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.3KNew |
$907K - $1.12M
|
29.3K
$1.23M
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.77KNew |
$209K - $259K
|
6.77K
$284K
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.19K+ 72.39% |
$191K - $236K
|
14.7K
$619K
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.96K+ 41.41% |
$153K - $189K
|
16.9K
$711K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
4.61KNew |
$143K - $176K
|
4.61K
$194K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.43K+ 74.91% |
$106K - $131K
|
8.02K
$337K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.27K+ 23.62% |
$101K - $125K
|
17.1K
$718K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
332+ 79.24% |
$10.3K - $12.7K
|
751
$31.5K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
62New |
$1.92K - $2.37K
|
62
$2.6K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.26% |
$30.9 - $38.2
|
384
$16.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-21- 1.11% |
$650 - $802
|
1.87K
$78.6K
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-59- 2.76% |
$1.82K - $2.25K
|
2.08K
$87.5K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-62Closed |
$1.92K - $2.37K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-794- 5.26% |
$24.6K - $30.3K
|
14.3K
$601K
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-8.92KClosed |
$276K - $341K
|
0
$0
|