Ownership history in 55I, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in ISHARES TR (IVLU). 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 | 3,301,985 | +2,106,218 | +176.1% | 1.82% | $65.2M | $17.10 |
| 2022 Q2 | REDUCED | 1,195,767 | -261,931 | -18.0% | 0.74% | $26.5M | $19.20 |
| 2022 Q1 | ADDED | 1,457,698 | +807,066 | +124.0% | 0.88% | $37.1M | $21.56 |
| 2021 Q4 | ADDED | 650,632 | +386,194 | +146.0% | 0.42% | $16.6M | $21.55 |
As of 2025 Q4 — sorted by position size