Ownership history in BENJAMIN EDWARDS INC · 18 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in ISHARES TR (IBTF). 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 | ADDED | 27,234 | +2,210 | +8.8% | 0.01% | $636K | $23.13 |
| 2025 Q2 | ADDED | 25,024 | +4,195 | +20.1% | 0.01% | $585K | $22.88 |
| 2025 Q1 | ADDED | 20,829 | +1,522 | +7.9% | 0.01% | $487K | $22.65 |
| 2024 Q4 | REDUCED | 19,307 | -88,463 | -82.1% | 0.01% | $450K | $22.44 |
| 2024 Q3 | ADDED | 107,770 | +99,235 | +1162.7% | 0.04% | $2.5M | $22.22 |
| 2024 Q2 | ADDED | 8,535 | +6,643 | +351.1% | 0.04% | $198K | $21.79 |
| 2024 Q1 | ADDED | 1,892 | +842 | +80.2% | 0.01% | $44K | $21.56 |
| 2023 Q4 | REDUCED | 1,050 | -381 | -26.6% | 0.01% | $24K | $21.46 |
| 2023 Q3 | ADDED | 1,431 | +45 | +3.2% | 0.01% | $33K | $20.97 |
| 2023 Q2 | REDUCED | 1,386 | -10 | -0.7% | 0.01% | $32K | $20.81 |
As of 2025 Q4 — sorted by position size