Ownership history in Cerity Partners LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Cerity Partners LLC reported a position in ISHARES TR (IBTF). 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 | 20,488 | +481 | +2.4% | 0.00% | $479K | $23.13 |
| 2025 Q2 | REDUCED | 20,007 | -865 | -4.1% | 0.00% | $467K | $22.88 |
| 2025 Q1 | REDUCED | 20,872 | -10,398 | -33.3% | 0.00% | $488K | $22.65 |
| 2024 Q4 | REDUCED | 31,270 | -7,062 | -18.4% | 0.00% | $729K | $22.44 |
| 2024 Q3 | ADDED | 38,332 | +10,769 | +39.1% | 0.00% | $898K | $22.22 |
| 2024 Q2 | ADDED | 27,563 | +2 | +0.0% | 0.00% | $640K | $21.79 |
| 2024 Q1 | ADDED | 27,561 | +3,331 | +13.7% | 0.00% | $640K | $21.56 |
| 2023 Q4 | ADDED | 24,230 | +409 | +1.7% | 0.00% | $564K | $21.46 |
| 2023 Q3 | REDUCED | 23,821 | -1,224 | -4.9% | 0.00% | $550K | $20.97 |
| 2023 Q2 | ADDED | 25,045 | +13,334 | +113.9% | 0.00% | $579K | $20.81 |
As of 2025 Q4 — sorted by position size