Ownership history in Concord Wealth Partners · 8 quarters on record
This page tracks every 13F SEC filing in which Concord Wealth Partners reported a position in ISHARES INC (DVYA). 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 Q4 | ADDED | 66,809 | +2,033 | +3.1% | 0.38% | $3.0M | $43.96 |
| 2025 Q3 | ADDED | 64,776 | +2,633 | +4.2% | 0.38% | $2.7M | $41.39 |
| 2025 Q2 | ADDED | 62,143 | +7,257 | +13.2% | 0.35% | $2.4M | $37.29 |
| 2025 Q1 | ADDED | 54,886 | +21,275 | +63.3% | 0.32% | $2.0M | $33.91 |
| 2024 Q4 | ADDED | 33,611 | +16,578 | +97.3% | 0.20% | $1.2M | $33.76 |
| 2024 Q3 | ADDED | 17,033 | +1,442 | +9.2% | 0.11% | $660K | $36.10 |
| 2024 Q2 | ADDED | 15,591 | +2,797 | +21.9% | 0.10% | $547K | $32.13 |
| 2024 Q1 | INITIATED | 12,794 | — | — | 0.08% | $463K | — |
As of 2025 Q4 — sorted by position size