ISTB — ISHARES TR

Ownership history in Aries Wealth Management  ·  2 quarters on record

This page tracks every 13F SEC filing in which Aries Wealth Management reported a position in ISHARES TR (ISTB). 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
5.81% (2022 Q1)
Avg. % of fund
2.93%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 4,734 -272,148 -98.3% 0.05% $231K $47.83
2022 Q1 INITIATED 276,882 — — 5.81% $13.4M $42.38
% of Fund (quarterly)    ISTB price (monthly, adj. close)

Other funds also holding ISTB

As of 2025 Q4 — sorted by position size

FPC INVESTMENT ADVISORY, INC. 16.17% Prosperity Planning, Inc. 3Y 12.31% Alexander Randolph Advisory, Inc. 11.97% Courage Miller Partners, LLC 3Y 7Y 8.1% IRON Financial LLC 3Y 7Y 7.52% Townsend Financial Planning, LLC 6.2% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.64% Boyd Wealth Management, LLC 3Y 5.6% SHP Wealth Management 5.5% Opal Wealth Advisors, LLC 3Y 5.14%
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