Ownership history in CHOREO, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which CHOREO, LLC reported a position in ISHARES TR (IYF). 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 | UNCHANGED | 2,376 | — | 0% | 0.00% | $301K | $125.46 |
| 2025 Q2 | UNCHANGED | 2,376 | — | 0% | 0.00% | $287K | $119.49 |
| 2025 Q1 | REDUCED | 2,376 | -200 | -7.8% | 0.00% | $268K | $111.09 |
| 2024 Q4 | ADDED | 2,576 | +200 | +8.4% | 0.00% | $285K | $108.50 |
| 2024 Q3 | ADDED | 2,376 | +13 | +0.6% | 0.00% | $245K | $101.54 |
| 2024 Q2 | INITIATED | 2,363 | — | — | 0.00% | $224K | — |
As of 2025 Q4 — sorted by position size