Ownership history in AJ Advisors, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which AJ Advisors, LLC reported a position in ISHARES TR (IGRO). 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 | 429,277 | +23,846 | +5.9% | 13.12% | $35.5M | $82.48 |
| 2025 Q3 | ADDED | 405,431 | +20,288 | +5.3% | 13.22% | $32.3M | $78.91 |
| 2025 Q2 | ADDED | 385,143 | +64,532 | +20.1% | 13.52% | $30.4M | $77.72 |
| 2025 Q1 | ADDED | 320,611 | +9,363 | +3.0% | 11.89% | $23.2M | $70.58 |
| 2024 Q4 | ADDED | 311,248 | +6,515 | +2.1% | 10.98% | $21.2M | $65.97 |
| 2024 Q3 | ADDED | 304,733 | +1,942 | +0.6% | 11.66% | $22.7M | $72.07 |
| 2024 Q2 | ADDED | 302,791 | +74 | +0.0% | 11.29% | $20.4M | $64.77 |
| 2024 Q1 | ADDED | 302,717 | +14,978 | +5.2% | 11.25% | $20.4M | $64.14 |
| 2023 Q4 | ADDED | 287,739 | +18,206 | +6.8% | 11.43% | $18.6M | $61.21 |
| 2023 Q3 | ADDED | 269,533 | +14,589 | +5.7% | 12.02% | $16.0M | $55.82 |
As of 2025 Q4 — sorted by position size