IBMO — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (IBMO). 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 716 +26 +3.8% 0.00% $18K $25.35
2023 Q4 ADDED 690 +368 +114.3% 0.00% $18K $24.29
2021 Q2 ADDED 322 +92 +40.0% 0.00% $9K $24.95
2020 Q4 REDUCED 230 -1,728 -88.3% 0.00% $6K $24.98
2020 Q3 UNCHANGED 1,958 — 0% 0.00% $53K $24.76
2020 Q1 INITIATED 1,958 — — 0.00% $51K $23.59
% of Fund (quarterly)    IBMO price (monthly, adj. close)

Other funds also holding IBMO

As of 2025 Q4 — sorted by position size

Rossmore Private Capital 3Y 7Y 3.3% Praetorian Wealth Management, Inc. 3Y 1.23% Covington Investment Advisors Inc. 3Y 7Y 1.15% SONATA CAPITAL GROUP INC 3Y 7Y 0.89% PSI Advisors, LLC 3Y 0.85% Paradiem, LLC 3Y 0.83% Kathmere Capital Management, LLC 3Y 0.81% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.81% Granite Harbor Advisors, Inc. 0.73% Atwater Malick LLC 3Y 7Y 0.72%
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