IDEV ISHARES TR

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in ISHARES TR (IDEV). 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
5.62% (2024 Q3)
Avg. % of fund
4.85%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 91,858 -3,674 -3.8% 4.25% $7.6M $82.48
2025 Q3 REDUCED 95,532 -1,751 -1.8% 4.51% $7.7M $78.70
2025 Q2 REDUCED 97,283 -1,545 -1.6% 4.91% $7.4M $74.65
2025 Q1 ADDED 98,828 +4,797 +5.1% 4.93% $6.8M $66.49
2024 Q4 REDUCED 94,031 -245 -0.3% 4.85% $6.1M $62.22
2024 Q3 INITIATED 94,276 5.62% $6.7M $67.35
% of Fund (quarterly)    IDEV price (monthly, adj. close)
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