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.
| 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 |
| 2023 Q3 | ADDED | 12,601 | +775 | +6.6% | 0.06% | $320K | $22.80 |
| 2023 Q2 | ADDED | 11,826 | +93 | +0.8% | 0.06% | $301K | $22.88 |
| 2023 Q1 | ADDED | 11,733 | +112 | +1.0% | 0.09% | $297K | $21.74 |
| 2022 Q4 | REDUCED | 11,621 | -2,010 | -14.7% | 0.09% | $290K | $20.32 |
| 2022 Q3 | ADDED | 13,631 | +103 | +0.8% | 0.11% | $269K | $17.10 |
| 2022 Q2 | REDUCED | 13,528 | -1,984 | -12.8% | 0.17% | $300K | $19.20 |
As of 2025 Q4 — sorted by position size