Ownership history in BENJAMIN EDWARDS INC · 14 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in ISHARES TR (IBMO). 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 | 49,029 | +1,277 | +2.7% | 0.01% | $1.3M | $25.35 |
| 2025 Q2 | REDUCED | 47,752 | -836 | -1.7% | 0.02% | $1.2M | $25.17 |
| 2025 Q1 | ADDED | 48,588 | +3,793 | +8.5% | 0.02% | $1.2M | $24.96 |
| 2024 Q4 | ADDED | 44,795 | +2,483 | +5.9% | 0.02% | $1.1M | $24.77 |
| 2024 Q3 | ADDED | 42,312 | +41,449 | +4802.9% | 0.02% | $1.1M | $24.77 |
| 2024 Q2 | ADDED | 863 | +187 | +27.7% | 0.00% | $22K | $24.32 |
| 2024 Q1 | REDUCED | 676 | -309 | -31.4% | 0.00% | $17K | $24.21 |
| 2023 Q2 | REDUCED | 985 | -15 | -1.5% | 0.01% | $25K | $23.73 |
| 2023 Q1 | ADDED | 1,000 | +702 | +235.6% | 0.01% | $26K | $23.97 |
| 2020 Q4 | ADDED | 298 | +12 | +4.2% | 0.01% | $8K | $24.98 |
As of 2025 Q4 — sorted by position size