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 (STIP). 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 | 141,995 | +10,489 | +8.0% | 5.37% | $14.5M | $102.39 |
| 2025 Q3 | ADDED | 131,506 | +2,180 | +1.7% | 5.56% | $13.6M | $102.02 |
| 2025 Q2 | ADDED | 129,326 | +6,776 | +5.5% | 5.92% | $13.3M | $100.45 |
| 2025 Q1 | ADDED | 122,550 | +1,977 | +1.6% | 6.49% | $12.7M | $99.46 |
| 2024 Q4 | ADDED | 120,573 | +2,864 | +2.4% | 6.29% | $12.1M | $96.57 |
| 2024 Q3 | REDUCED | 117,709 | -1,828 | -1.5% | 6.12% | $11.9M | $96.65 |
| 2024 Q2 | ADDED | 119,537 | +5,554 | +4.9% | 6.58% | $11.9M | $94.30 |
| 2024 Q1 | ADDED | 113,983 | +2,513 | +2.3% | 6.25% | $11.3M | $92.96 |
| 2023 Q4 | ADDED | 111,470 | +6,010 | +5.7% | 6.76% | $11.0M | $92.17 |
| 2023 Q3 | REDUCED | 105,460 | -1,231 | -1.2% | 7.68% | $10.2M | $89.89 |
As of 2025 Q4 — sorted by position size