Ownership history in Atwater Malick LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Atwater Malick LLC reported a position in ISHARES TR (IBMP). 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 | 93,331 | +11,227 | +13.7% | 0.65% | $2.4M | $25.28 |
| 2025 Q3 | ADDED | 82,104 | +2,016 | +2.5% | 0.61% | $2.1M | $25.16 |
| 2025 Q2 | ADDED | 80,088 | +3,163 | +4.1% | 0.64% | $2.0M | $24.88 |
| 2025 Q1 | ADDED | 76,925 | +20,536 | +36.4% | 0.66% | $1.9M | $24.66 |
| 2024 Q4 | REDUCED | 56,389 | -2,245 | -3.8% | 0.47% | $1.4M | $24.42 |
| 2024 Q3 | ADDED | 58,634 | +1,999 | +3.5% | 0.48% | $1.5M | $24.53 |
| 2024 Q2 | ADDED | 56,635 | +8,791 | +18.4% | 0.49% | $1.4M | $23.96 |
| 2024 Q1 | ADDED | 47,844 | +3,718 | +8.4% | 0.42% | $1.2M | $23.98 |
| 2023 Q4 | ADDED | 44,126 | +1,843 | +4.4% | 0.44% | $1.1M | $24.12 |
| 2023 Q3 | ADDED | 42,283 | +11,981 | +39.5% | 0.46% | $1.0M | $23.06 |
As of 2025 Q4 — sorted by position size