Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
66.8KNew |
$2.05M - $2.5M
|
66.8K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.8K+ 131.73% |
$1.43M - $1.75M
|
82.3K
$3.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
8.4KNew |
$258K - $315K
|
8.4K
$353K
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.03K+ 28.15% |
$123K - $151K
|
18.3K
$770K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.97K+ 42.75% |
$60.5K - $73.8K
|
6.58K
$277K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.61K+ 20.02% |
$49.2K - $60.1K
|
9.62K
$404K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.38K+ 4.7% |
$42.3K - $51.7K
|
30.7K
$1.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
594+ 958.06% |
$18.2K - $22.3K
|
656
$27.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
527+ 7.78% |
$16.2K - $19.7K
|
7.3K
$307K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
419New |
$12.9K - $15.7K
|
419
$17.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
300New |
$9.2K - $11.2K
|
300
$12.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
290+ 1.7% |
$8.89K - $10.9K
|
17.4K
$730K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
130+ 8.72% |
$3.99K - $4.87K
|
1.62K
$68.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
31New |
$951 - $1.16K
|
31
$1.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
28New |
$859 - $1.05K
|
28
$1.18K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-607- 29.15% |
$18.6K - $22.7K
|
1.48K
$62K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.33K- 79.88% |
$71.6K - $87.4K
|
588
$24.7K
|