Merriman Wealth Management, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1568389
SEATTLE, WA
All Filings in XJR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 XJR | $2,053,803 | 49,932 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 XJR | $2,156,611 | 51,580 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJR | $1,382,897 | 36,516 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 XJR | $1,458,573 | 37,237 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 XJR | $1,553,963 | 40,618 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 XJR | $787,612 | 23,823 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 XJR | $771,350 | 22,026 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 XJR | $1,465,648 | 43,223 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 XJR | $965,908 | 29,077 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 XJR | $2,047,323 | 66,762 | Shares | Sole | 2022-10-26 | |
| No filing history on record for this holder in this stock. | ||||||