Cetera Investment Advisers
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1666741
SCHAUMBURG, IL
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 | $432,375 | 9,931 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 XJR | $452,923 | 10,637 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 XJR | $441,049 | 10,363 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XJR | $531,472 | 13,438 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 XJR | $692,055 | 18,394 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 XJR | $776,777 | 18,885 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XJR | $690,299 | 16,510 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 XJR | $665,317 | 17,568 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 XJR | $636,159 | 16,241 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||