Ownership history in 55I, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in ISHARES TR (IJR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q3 | ADDED | 725,027 | +629,093 | +655.8% | 1.77% | $63.2M | $82.46 |
| 2022 Q2 | REDUCED | 95,934 | -189,655 | -66.4% | 0.25% | $8.9M | $86.95 |
| 2022 Q1 | REDUCED | 285,589 | -59,734 | -17.3% | 0.73% | $30.8M | $101.20 |
| 2021 Q4 | ADDED | 345,323 | +30,406 | +9.7% | 1.01% | $39.5M | $107.25 |
| 2021 Q3 | ADDED | 314,917 | +52,086 | +19.8% | 1.03% | $34.4M | $101.61 |
| 2021 Q2 | ADDED | 262,831 | +36,467 | +16.1% | 1.05% | $29.7M | $104.66 |
| 2021 Q1 | ADDED | 226,364 | +106,363 | +88.6% | 1.24% | $24.6M | $100.32 |
| 2020 Q4 | REDUCED | 120,001 | -162,049 | -57.5% | 0.82% | $11.0M | $84.73 |
| 2020 Q3 | ADDED | 282,050 | +138,710 | +96.8% | 1.79% | $19.8M | $64.57 |
| 2020 Q2 | ADDED | 143,340 | +132,892 | +1271.9% | 1.47% | $9.8M | $62.53 |
As of 2025 Q4 — sorted by position size