D.A. DAVIDSON & CO.
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1080107
GREAT FALLS, MT
All Filings in XJR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $580,666 | 13,337 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 XJR | $566,314 | 13,300 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 XJR | $537,830 | 12,637 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 XJR | $472,859 | 11,956 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 XJR | $433,842 | 11,531 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 XJR | $506,910 | 12,324 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 XJR | $519,668 | 12,429 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 XJR | $432,259 | 11,414 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 XJR | $437,098 | 11,159 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XJR | $380,667 | 9,950 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 XJR | $317,418 | 9,601 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 XJR | $302,642 | 8,642 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 XJR | $279,410 | 8,240 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 XJR | $271,299 | 8,167 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||