LDEM — ISHARES TR

Ownership history in Aries Wealth Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which Aries Wealth Management 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
0.07% (2024 Q2)
Avg. % of fund
0.07%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 4,560 -420 -8.4% 0.06% $265K $58.11
2025 Q3 UNCHANGED 4,980 — 0% 0.07% $293K $57.65
2025 Q2 UNCHANGED 4,980 — 0% 0.07% $269K $52.77
2025 Q1 UNCHANGED 4,980 — 0% 0.07% $243K $47.10
2024 Q4 UNCHANGED 4,980 — 0% 0.06% $226K $43.86
2024 Q3 UNCHANGED 4,980 — 0% 0.07% $251K $47.78
2024 Q2 UNCHANGED 4,980 — 0% 0.07% $225K $42.83
2024 Q1 INITIATED 4,980 — — 0.07% $218K —
% 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% 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% Morling Financial Advisors, LLC 3Y 0.01%
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