IEI ISHARES TR

Ownership history in Balefire, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Balefire, LLC reported a position in ISHARES TR (IEI). 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.

Peak position
0.91% (2025 Q1)
Avg. % of fund
0.19%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,129 -20,333 -90.5% 0.05% $254K $117.40
2025 Q1 ADDED 22,462 +21,156 +1619.9% 0.91% $2.7M $114.04
2024 Q4 ADDED 1,306 +230 +21.4% 0.05% $151K $110.93
2024 Q3 REDUCED 1,076 -11 -1.0% 0.04% $129K $113.59
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEI price (monthly, adj. close)
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