Ownership history in Advisory Services Network, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (IBHE). 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 5,498 | +2,696 | +96.2% | 0.00% | $128K | $22.96 |
| 2020 Q3 | ADDED | 2,802 | +722 | +34.7% | 0.00% | $68K | $17.70 |
| 2020 Q1 | UNCHANGED | 2,080 | — | 0% | 0.00% | $46K | $15.65 |
| 2019 Q4 | INITIATED | 2,080 | — | — | 0.00% | $53K | $17.91 |