IVE ISHARES TR

Ownership history in ACAS, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which ACAS, LLC reported a position in ISHARES TR (IVE). 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.

Peak position
5.15% (2022 Q4)
Avg. % of fund
4.24%
First filed
2021 Q1
Last filed
2025 Q2
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 21,554 -410 -1.9% 2.92% $4.4M $193.68
2025 Q1 REDUCED 21,964 -1,037 -4.5% 3.07% $4.0M $188.09
2024 Q4 REDUCED 23,001 -215 -0.9% 3.35% $4.5M $187.65
2024 Q3 ADDED 23,216 +219 +1.0% 3.78% $4.6M $192.78
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)
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