LDEM — ISHARES TR

Ownership history in Beta Wealth Group, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. reported a position in ISHARES TR (LDEM). 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.

Peak position
0.22% (2025 Q4)
Avg. % of fund
0.18%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,228 +12 +0.1% 0.22% $536K $58.11
2025 Q3 REDUCED 9,216 -298 -3.1% 0.21% $543K $57.65
2025 Q2 ADDED 9,514 +5,333 +127.6% 0.19% $513K $52.77
2024 Q3 INITIATED 4,181 — — 0.09% $210K $47.78
% of Fund (quarterly)    LDEM price (monthly, adj. close)

Other funds also holding LDEM

As of 2025 Q4 — sorted by position size

Values Added Financial LLC 0.4% Ariadne Wealth Management, LP 0.13% OLD MISSION CAPITAL LLC 3Y 7Y 0.08% Aries Wealth Management 3Y 7Y 0.06% One Wealth Advisors, LLC 3Y 7Y 0.05% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 0.02% Addison Advisors LLC 3Y 0.02% Aprio Wealth Management, LLC 3Y 0.01% Cape Investment Advisory, Inc. 0.01% Morling Financial Advisors, LLC 3Y 0.01%
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