IDGT — ISHARES TR

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 (IDGT). 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 REDUCED 249 -43 -14.7% 0.00% $22K $86.18
2023 Q4 UNCHANGED 292 — 0% 0.00% $19K $62.70
2023 Q1 UNCHANGED 292 — 0% 0.00% $21K $69.08
2022 Q4 INITIATED 292 — — 0.00% $20K —
% of Fund (quarterly)    IDGT price (monthly, adj. close)

Other funds also holding IDGT

As of 2025 Q4 — sorted by position size

Aprio Wealth Management, LLC 3Y 0.84% Long Run Wealth Advisors, LLC 3Y 0.73% CORA CAPITAL ADVISORS LLC 3Y 0.35% Talisman Wealth Advisors LLC 3Y 0.16% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.04% Krilogy Financial LLC 3Y 7Y 0.03% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.03% IHT Wealth Management, LLC 3Y 7Y 0.02% Manchester Capital Management LLC 3Y 7Y 0.02% Howard Capital Management Group, LLC 3Y 0.01%
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