Ownership history in CERTUITY, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which CERTUITY, LLC reported a position in ISHARES TR (IEI). 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 | 1,823 | +78 | +4.5% | 0.01% | $218K | $117.40 |
| 2025 Q1 | REDUCED | 1,745 | -387 | -18.2% | 0.02% | $206K | $114.04 |
| 2024 Q4 | REDUCED | 2,132 | -81 | -3.7% | 0.03% | $246K | $110.93 |
| 2024 Q3 | REDUCED | 2,213 | -113 | -4.9% | 0.03% | $265K | $113.59 |
| 2024 Q2 | ADDED | 2,326 | +38 | +1.7% | 0.02% | $269K | $108.78 |
| 2024 Q1 | REDUCED | 2,288 | -80 | -3.4% | 0.02% | $265K | $108.25 |
| 2023 Q4 | INITIATED | 2,368 | — | — | 0.03% | $277K | — |
As of 2025 Q4 — sorted by position size