IVLU — ISHARES TR

Ownership history in Bison Wealth, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in ISHARES TR (IVLU). 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
0.24% (2021 Q4)
Avg. % of fund
0.11%
First filed
2021 Q2
Last filed
2024 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 9,280 -3,993 -30.1% 0.04% $274K $27.80
2024 Q2 UNCHANGED 13,273 — 0% 0.06% $375K $25.84
2024 Q1 REDUCED 13,273 -151 -1.1% 0.06% $375K $25.98
2023 Q4 ADDED 13,424 +823 +6.5% 0.06% $356K $24.40
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVLU price (monthly, adj. close)

Other funds also holding IVLU

As of 2025 Q4 — sorted by position size

Farrow Financial, Inc. 6.16% Meridian Financial Partners LLC 3Y 7Y 5.15% INVENIO WEALTH PARTNERS LLC 4.84% IRONWOOD WEALTH MANAGEMENT, INC. 3Y 4.6% Armbruster Capital Management, Inc. 3Y 7Y 4.44% Freedom Investment Management, Inc. 3Y 7Y 3.76% Cobblestone Asset Management LLC 3.74% RHS Financial, LLC 3Y 7Y 3.49% Alliance Wealth Advisors, LLC /UT 3Y 3.12% AdvisorShares Investments LLC 3Y 2.92%
← Back to Bison Wealth, LLC Holdings