Ownership history in BENJAMIN EDWARDS INC · 27 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in ISHARES TR (IBDQ). 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 | REDUCED | 391,421 | -63,448 | -13.9% | 0.11% | $9.9M | $24.93 |
| 2025 Q2 | REDUCED | 454,869 | -7,717 | -1.7% | 0.15% | $11.5M | $24.66 |
| 2025 Q1 | ADDED | 462,586 | +21,461 | +4.9% | 0.16% | $11.6M | $24.38 |
| 2024 Q4 | ADDED | 441,125 | +35,468 | +8.7% | 0.16% | $11.1M | $24.12 |
| 2024 Q3 | ADDED | 405,657 | +287,951 | +244.6% | 0.15% | $10.2M | $23.86 |
| 2024 Q2 | ADDED | 117,706 | +21,690 | +22.6% | 0.56% | $2.9M | $23.40 |
| 2024 Q1 | ADDED | 96,016 | +598 | +0.6% | 0.47% | $2.4M | $23.14 |
| 2023 Q4 | REDUCED | 95,418 | -5,568 | -5.5% | 0.52% | $2.4M | $22.95 |
| 2023 Q3 | ADDED | 100,986 | +10,165 | +11.2% | 0.58% | $2.5M | $22.32 |
| 2023 Q2 | REDUCED | 90,821 | -681 | -0.7% | 0.51% | $2.2M | $22.15 |
As of 2025 Q4 — sorted by position size