Ownership history in Atwater Malick LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Atwater Malick LLC reported a position in ISHARES TR (DMXF). 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 | ADDED | 32,273 | +455 | +1.4% | 0.67% | $2.4M | $75.16 |
| 2025 Q3 | ADDED | 31,818 | +540 | +1.7% | 0.70% | $2.4M | $73.30 |
| 2025 Q2 | ADDED | 31,278 | +1,737 | +5.9% | 0.74% | $2.3M | $72.04 |
| 2025 Q1 | ADDED | 29,541 | +7,502 | +34.0% | 0.67% | $2.0M | $64.16 |
| 2024 Q4 | UNCHANGED | 22,039 | — | 0% | 0.48% | $1.4M | $61.57 |
| 2024 Q3 | ADDED | 22,039 | +1,577 | +7.7% | 0.51% | $1.6M | $67.75 |
| 2024 Q2 | UNCHANGED | 20,462 | — | 0% | 0.48% | $1.4M | $63.41 |
| 2024 Q1 | ADDED | 20,462 | +1,540 | +8.1% | 0.49% | $1.4M | $63.15 |
| 2023 Q4 | ADDED | 18,922 | +157 | +0.8% | 0.47% | $1.2M | $59.21 |
| 2023 Q3 | ADDED | 18,765 | +678 | +3.7% | 0.47% | $1.1M | $52.43 |
As of 2025 Q4 — sorted by position size