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 (IUSV). 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 | 1,148,105 | +73,509 | +6.8% | 1.30% | $117.7M | $102.15 |
| 2025 Q3 | ADDED | 1,074,596 | +61,579 | +6.1% | 1.21% | $107.4M | $99.04 |
| 2025 Q2 | ADDED | 1,013,017 | +40,926 | +4.2% | 1.22% | $95.9M | $93.32 |
| 2025 Q1 | ADDED | 972,091 | +90,754 | +10.3% | 1.25% | $89.7M | $90.59 |
| 2024 Q4 | ADDED | 881,337 | +47,141 | +5.7% | 1.17% | $81.6M | $90.52 |
| 2024 Q3 | ADDED | 834,196 | +826,482 | +10714.1% | 1.16% | $79.7M | $92.82 |
| 2024 Q2 | ADDED | 7,714 | +859 | +12.5% | 0.13% | $680K | $85.15 |
| 2024 Q1 | ADDED | 6,855 | +144 | +2.1% | 0.12% | $620K | $86.96 |
| 2023 Q4 | ADDED | 6,711 | +541 | +8.8% | 0.12% | $566K | $80.69 |
| 2023 Q3 | ADDED | 6,170 | +2,559 | +70.9% | 0.11% | $460K | $71.05 |
As of 2025 Q4 — sorted by position size