Ownership history in Burt Wealth Advisors · 14 quarters on record
This page tracks every 13F SEC filing in which Burt Wealth Advisors reported a position in ISHARES TR (STIP). 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 | ADDED | 141,137 | +5,063 | +3.7% | 3.58% | $14.6M | $102.02 |
| 2025 Q2 | ADDED | 136,074 | +3,425 | +2.6% | 3.20% | $14.0M | $100.45 |
| 2025 Q1 | ADDED | 132,649 | +5,728 | +4.5% | 3.44% | $13.7M | $99.46 |
| 2024 Q4 | ADDED | 126,921 | +5,987 | +5.0% | 3.24% | $12.8M | $96.57 |
| 2024 Q3 | ADDED | 120,934 | +2,102 | +1.8% | 3.01% | $12.3M | $96.65 |
| 2024 Q2 | REDUCED | 118,832 | -5,669 | -4.6% | 3.12% | $11.8M | $94.30 |
| 2024 Q1 | ADDED | 124,501 | +9,779 | +8.5% | 3.14% | $12.4M | $92.96 |
| 2023 Q4 | REDUCED | 114,722 | -36,833 | -24.3% | 3.23% | $11.3M | $92.17 |
| 2023 Q3 | ADDED | 151,555 | +12,502 | +9.0% | 4.51% | $14.7M | $89.89 |
| 2023 Q2 | ADDED | 139,053 | +3,706 | +2.7% | 4.09% | $13.6M | $89.59 |
As of 2025 Q4 — sorted by position size