Tarbox Family Office, Inc.
Family OfficePosition in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1599603
NEWPORT BEACH, CA
All Filings in XJR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $331,498 | 7,614 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 XJR | $312,409 | 7,337 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 XJR | $320,476 | 7,530 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 XJR | $297,811 | 7,530 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 XJR | $299,298 | 7,955 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 XJR | $278,545 | 6,772 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 XJR | $282,307 | 6,752 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 XJR | $224,953 | 5,940 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 XJR | $207,757 | 5,304 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||