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 (IBTF). 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 | ADDED | 6,146 | +6,014 | +4556.1% | 0.00% | $144K | $23.13 |
| 2025 Q1 | REDUCED | 132 | -802 | -85.9% | 0.00% | $3K | $22.65 |
| 2024 Q4 | ADDED | 934 | +777 | +494.9% | 0.00% | $22K | $22.44 |
| 2024 Q1 | INITIATED | 157 | — | — | 0.00% | $4K | — |
As of 2025 Q4 — sorted by position size