Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
13.3KNew |
$416K - $476K
|
13.3K
$559K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
8.17KNew |
$256K - $292K
|
8.17K
$343K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.69KNew |
$240K - $275K
|
7.69K
$323K
|
|
|
Jan 27, 2023
Q4 2022
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
6.24KNew |
$195K - $223K
|
6.24K
$262K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.28KNew |
$71.3K - $81.6K
|
2.28K
$95.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.97K+ 29.93% |
$61.6K - $70.5K
|
8.55K
$359K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
1.95K+ 20.27% |
$61K - $69.8K
|
11.6K
$486K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.8KNew |
$56.3K - $64.5K
|
1.8K
$75.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 59.35% |
$34.8K - $39.8K
|
2.98K
$125K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
718New |
$22.5K - $25.7K
|
718
$30.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
652New |
$20.4K - $23.3K
|
652
$27.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
629+ 106.97% |
$19.7K - $22.5K
|
1.22K
$51.1K
|
|
|
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
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 37.5% |
$4.51K - $5.16K
|
528
$22.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
86+ 0.58% |
$2.69K - $3.08K
|
14.8K
$623K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
80+ 285.71% |
$2.5K - $2.86K
|
108
$4.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
6New |
$188 - $215
|
6
$252
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.27K- 7.29% |
$39.6K - $45.4K
|
16.1K
$677K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-6.69K- 79.58% |
$209K - $239K
|
1.72K
$72K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23.4K- 76.22% |
$732K - $838K
|
7.3K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-37.7K- 56.45% |
$1.18M - $1.35M
|
29.1K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-53.3K- 64.81% |
$1.67M - $1.91M
|
29K
$1.22M
|