Ownership history in Advisory Services Network, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (SGOV). 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 Q4 | ADDED | 465,506 | +186,803 | +67.0% | 0.66% | $46.7M | $99.80 |
| 2025 Q3 | ADDED | 278,703 | +15,625 | +5.9% | 0.41% | $28.1M | $98.80 |
| 2025 Q2 | ADDED | 263,078 | +159,883 | +154.9% | 0.43% | $26.5M | $97.75 |
| 2025 Q1 | ADDED | 103,195 | +43,266 | +72.2% | 0.20% | $10.4M | $96.72 |
| 2024 Q4 | ADDED | 59,929 | +7,899 | +15.2% | 0.11% | $6.0M | $95.74 |
| 2024 Q3 | UNCHANGED | 52,030 | — | 0% | 0.11% | $5.2M | $94.61 |
| 2024 Q2 | ADDED | 52,030 | +11,709 | +29.0% | 0.11% | $5.2M | $93.35 |
| 2024 Q1 | REDUCED | 40,321 | -15,477 | -27.7% | 0.09% | $4.1M | $92.13 |
| 2023 Q4 | ADDED | 55,798 | +23,052 | +70.4% | 0.14% | $5.6M | $90.94 |
| 2023 Q3 | ADDED | 32,746 | +8,363 | +34.3% | 0.09% | $3.3M | $89.74 |
As of 2025 Q4 — sorted by position size