Ownership history in BFSG, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in ISHARES TR (IMTM). 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 | UNCHANGED | 653 | — | 0% | 0.00% | $31K | $46.21 |
| 2025 Q2 | UNCHANGED | 653 | — | 0% | 0.00% | $30K | $44.10 |
| 2025 Q1 | UNCHANGED | 653 | — | 0% | 0.00% | $26K | $38.09 |
| 2024 Q4 | UNCHANGED | 653 | — | 0% | 0.00% | $24K | $35.67 |
| 2024 Q3 | INITIATED | 653 | — | — | 0.00% | $26K | $37.94 |
As of 2025 Q4 — sorted by position size