Ownership history in ASSETMARK, INC · 4 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in ISHARES TR (IBMN). 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 Q3 | REDUCED | 8,993 | -24,367 | -73.0% | 0.00% | $241K | $26.63 |
| 2025 Q2 | ADDED | 33,360 | +20,359 | +156.6% | 0.00% | $893K | $26.46 |
| 2025 Q1 | ADDED | 13,001 | +11,206 | +624.3% | 0.00% | $348K | $26.30 |
| 2024 Q4 | INITIATED | 1,795 | — | — | 0.00% | $48K | $26.08 |