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 (IUSG). 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 | 712,182 | +35,058 | +5.2% | 1.32% | $119.6M | $167.76 |
| 2025 Q3 | ADDED | 677,124 | +21,728 | +3.3% | 1.26% | $111.4M | $164.10 |
| 2025 Q2 | ADDED | 655,396 | +26,570 | +4.2% | 1.26% | $98.6M | $149.77 |
| 2025 Q1 | ADDED | 628,826 | +8,155 | +1.3% | 1.12% | $79.9M | $126.36 |
| 2024 Q4 | ADDED | 620,671 | +21,649 | +3.6% | 1.24% | $86.5M | $138.38 |
| 2024 Q3 | ADDED | 599,022 | +593,144 | +10090.9% | 1.15% | $79.0M | $130.76 |
| 2024 Q2 | ADDED | 5,878 | +594 | +11.2% | 0.14% | $749K | $126.13 |
| 2024 Q1 | REDUCED | 5,284 | -296 | -5.3% | 0.12% | $619K | $115.83 |
| 2023 Q4 | ADDED | 5,580 | +413 | +8.0% | 0.13% | $581K | $102.73 |
| 2023 Q3 | ADDED | 5,167 | +2,042 | +65.3% | 0.12% | $490K | $93.29 |
As of 2025 Q4 — sorted by position size