IBDQ ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (IBDQ). 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
0.01% (2025 Q1)
Avg. % of fund
0.0%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 23,611 +210 +0.9% 0.01% $595K $24.93
2025 Q2 ADDED 23,401 +1,086 +4.9% 0.01% $589K $24.66
2025 Q1 ADDED 22,315 +614 +2.8% 0.01% $561K $24.38
2024 Q4 ADDED 21,701 +5,401 +33.1% 0.01% $544K $24.12
2024 Q3 UNCHANGED 16,300 0% 0.01% $405K $23.86
2024 Q2 ADDED 16,300 +13,300 +443.3% 0.01% $405K $23.40
2023 Q4 ADDED 3,000 +1,000 +50.0% 0.00% $74K $22.95
2023 Q1 REDUCED 2,000 -140 -6.5% 0.00% $49K $22.11
2020 Q3 UNCHANGED 2,140 0% 0.00% $58K $23.13
2020 Q1 REDUCED 2,140 -580 -21.3% 0.00% $53K $21.01
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBDQ price (monthly, adj. close)
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