NewEdge Advisors, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1633516
NEW ORLEANS, LA
All Filings in XJR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 XJR | $860,456 | 20,208 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 XJR | $857,158 | 20,140 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 XJR | $722,262 | 18,262 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XJR | $727,723 | 19,342 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 XJR | $121,051 | 2,943 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 XJR | $100,722 | 2,409 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XJR | $91,572 | 2,418 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 XJR | $91,579 | 2,338 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||