Biltmore Family Office, LLC
Family OfficePosition in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1731123
CHARLOTTE, NC
All Filings in XJR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $1,393,216 | 32,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XJR | $1,362,560 | 32,000 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 XJR | $1,361,920 | 32,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 XJR | $1,265,600 | 32,000 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 XJR | $1,203,968 | 32,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 XJR | $1,316,224 | 32,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 XJR | $666,091 | 15,931 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJR | $603,322 | 15,931 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 XJR | $624,017 | 15,931 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 XJR | $609,488 | 15,931 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 XJR | $619,133 | 18,727 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 XJR | $655,819 | 18,727 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 XJR | $573,977 | 16,927 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XJR | $562,298 | 16,927 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 XJR | $519,083 | 16,927 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 XJR | $548,773 | 16,927 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 XJR | $453,339 | 11,970 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 XJR | $406,800 | 10,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 XJR | $384,900 | 10,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||