Ownership history in Bison Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in ISHARES TR (IWF). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 22,897 | +3,888 | +20.5% | 2.03% | $9.2M | $399.63 |
| 2024 Q3 | ADDED | 19,009 | +5,320 | +38.9% | 1.14% | $7.1M | $373.18 |
| 2024 Q2 | UNCHANGED | 13,689 | — | 0% | 0.75% | $4.6M | $361.83 |
| 2024 Q1 | ADDED | 13,689 | +167 | +1.2% | 0.75% | $4.6M | $334.19 |
| 2023 Q4 | ADDED | 13,522 | +5,237 | +63.2% | 0.73% | $4.1M | $300.20 |
| 2023 Q3 | ADDED | 8,285 | +7,362 | +797.6% | 0.43% | $2.2M | $262.86 |
| 2023 Q2 | ADDED | 923 | +535 | +137.9% | 0.05% | $254K | $271.42 |
| 2022 Q2 | REDUCED | 388 | -738 | -65.5% | 0.05% | $85K | $213.80 |
| 2022 Q1 | ADDED | 1,126 | +450 | +66.6% | 0.16% | $313K | $270.97 |
| 2021 Q4 | REDUCED | 676 | -1,817 | -72.9% | 0.12% | $207K | $297.82 |
As of 2025 Q4 — sorted by position size