Ownership history in ASPIRIANT, LLC · 46 quarters on record
This page tracks every 13F SEC filing in which ASPIRIANT, LLC reported a position in ISHARES (MUB). 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 | REDUCED | 302,809 | -35,244 | -10.4% | 0.93% | $32.4M | $106.55 |
| 2025 Q3 | REDUCED | 338,053 | -2,406 | -0.7% | 1.10% | $36.0M | $104.81 |
| 2025 Q2 | ADDED | 340,459 | +168,023 | +97.4% | 1.13% | $35.6M | $102.01 |
| 2025 Q1 | ADDED | 172,436 | +5,815 | +3.5% | 0.63% | $18.2M | $102.12 |
| 2024 Q4 | REDUCED | 166,621 | -21,203 | -11.3% | 0.64% | $17.8M | $102.67 |
| 2024 Q3 | REDUCED | 187,824 | -6,133 | -3.2% | 0.77% | $20.4M | $103.62 |
| 2024 Q2 | REDUCED | 193,957 | -2,268 | -1.2% | 0.84% | $20.7M | $100.89 |
| 2024 Q1 | REDUCED | 196,225 | -6,979 | -3.4% | 0.87% | $21.1M | $101.12 |
| 2023 Q4 | ADDED | 203,204 | +56,347 | +38.4% | 0.99% | $22.0M | $101.39 |
| 2023 Q3 | ADDED | 146,857 | +12,239 | +9.1% | 0.77% | $15.1M | $94.98 |
As of 2025 Q4 — sorted by position size