LDEM — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (LDEM). 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% (2023 Q3)
Avg. % of fund
0.01%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 94 -1,066 -91.9% 0.00% $6K $57.65
2023 Q4 REDUCED 1,160 -8,510 -88.0% 0.00% $51K $41.43
2023 Q3 ADDED 9,670 +629 +7.0% 0.01% $414K $39.34
2023 Q2 ADDED 9,041 +4,559 +101.7% 0.01% $405K $41.16
2023 Q1 ADDED 4,482 +542 +13.8% 0.01% $204K $41.55
2022 Q4 REDUCED 3,940 -1,622 -29.2% 0.01% $168K $38.90
2022 Q2 ADDED 5,562 +5,291 +1952.4% 0.01% $264K $41.69
2021 Q2 INITIATED 271 — — 0.00% $18K $56.58
% of Fund (quarterly)    LDEM price (monthly, adj. close)

Other funds also holding LDEM

As of 2025 Q4 — sorted by position size

Values Added Financial LLC 0.4% Beta Wealth Group, Inc. 3Y 7Y 0.22% Ariadne Wealth Management, LP 0.13% OLD MISSION CAPITAL LLC 3Y 7Y 0.08% Aries Wealth Management 3Y 7Y 0.06% One Wealth Advisors, LLC 3Y 7Y 0.05% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 0.02% Addison Advisors LLC 3Y 0.02% Aprio Wealth Management, LLC 3Y 0.01% Cape Investment Advisory, Inc. 0.01%
← Back to Advisory Services Network, LLC Holdings