Ownership history in BFSG, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in ISHARES TR (EGUS). 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 | UNCHANGED | 450 | — | 0% | 0.00% | $24K | $52.90 |
| 2025 Q3 | ADDED | 450 | +95 | +26.8% | 0.00% | $23K | $51.54 |
| 2025 Q2 | UNCHANGED | 355 | — | 0% | 0.00% | $17K | $46.68 |
| 2025 Q1 | UNCHANGED | 355 | — | 0% | 0.00% | $14K | $39.36 |
| 2024 Q4 | UNCHANGED | 355 | — | 0% | 0.00% | $16K | $44.44 |
| 2024 Q3 | INITIATED | 355 | — | — | 0.00% | $15K | $41.35 |
As of 2025 Q4 — sorted by position size