Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 66.72% |
$868K - $961K
|
55.4K
$2.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.79K+ 125.82% |
$305K - $338K
|
14K
$576K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.97K+ 18.15% |
$273K - $302K
|
45.4K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.75KNew |
$264K - $293K
|
6.75K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.86KNew |
$151K - $167K
|
3.86K
$159K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.41K+ 5.06% |
$133K - $148K
|
70.8K
$2.92M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 10.28% |
$73.6K - $81.4K
|
20.1K
$831K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.23K+ 23.61% |
$48.1K - $53.3K
|
6.43K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.07K+ 6.84% |
$42.1K - $46.6K
|
16.8K
$692K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1K+ 50.0% |
$39.2K - $43.4K
|
3K
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
765+ 7.9% |
$30K - $33.2K
|
10.4K
$431K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
681+ 5.7% |
$26.7K - $29.5K
|
12.6K
$521K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
667+ 9.96% |
$26.1K - $28.9K
|
7.36K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
352New |
$13.8K - $15.3K
|
352
$14.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
280+ 2.65% |
$11K - $12.1K
|
10.8K
$447K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
198+ 4.23% |
$7.76K - $8.59K
|
4.88K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
123New |
$4.82K - $5.33K
|
123
$5.07K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
75+ 0.87% |
$2.94K - $3.25K
|
8.69K
$358K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
73+ 0.92% |
$2.86K - $3.17K
|
8.02K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
58+ 38.67% |
$2.27K - $2.52K
|
208
$8.58K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
56+ 0.36% |
$2.19K - $2.43K
|
15.4K
$636K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.36% |
$1.1K - $1.21K
|
7.86K
$324K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
23New |
$901 - $998
|
23
$949
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22+ 4.66% |
$862 - $954
|
494
$20.4K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.34% |
$823 - $911
|
6.23K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21+ 0.29% |
$823 - $911
|
7.26K
$300K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
15+ 0.29% |
$588 - $651
|
5.28K
$218K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11+ 1.2% |
$431 - $477
|
928
$38.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$392 - $434
|
16.1K
$665K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.35% |
$392 - $434
|
2.88K
$119K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2+ 0.41% |
$78.3 - $86.7
|
490
$20.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.37% |
$78.3 - $86.7
|
549
$22.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.17% |
$78.3 - $86.7
|
90
$3.71K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-17- 0.26% |
$666 - $737
|
6.47K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-48- 9.45% |
$1.88K - $2.08K
|
460
$19K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 0.81% |
$2.55K - $2.82K
|
7.97K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-118- 1.03% |
$4.62K - $5.12K
|
11.4K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-124- 1.72% |
$4.86K - $5.38K
|
7.1K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-183- 30.7% |
$7.17K - $7.94K
|
413
$17K
|
|
|
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 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-222- 20.96% |
$8.7K - $9.63K
|
837
$34.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-355- 16.71% |
$13.9K - $15.4K
|
1.77K
$73K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-376- 6.38% |
$14.7K - $16.3K
|
5.52K
$228K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-393- 7.36% |
$15.4K - $17K
|
4.95K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-393- 2.57% |
$15.4K - $17K
|
14.9K
$615K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-416- 5.62% |
$16.3K - $18K
|
6.98K
$288K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-425- 5.34% |
$16.6K - $18.4K
|
7.53K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-476- 1.81% |
$18.6K - $20.6K
|
25.8K
$1.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-645- 10.25% |
$25.3K - $28K
|
5.65K
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-650- 33.8% |
$25.5K - $28.2K
|
1.27K
$52.5K
|
|