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 TR (IGRO). 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 | 82,479 | +4,630 | +5.9% | 0.89% | $6.8M | $82.48 |
| 2025 Q3 | ADDED | 77,849 | +8,080 | +11.6% | 0.86% | $6.2M | $78.91 |
| 2025 Q2 | ADDED | 69,769 | +24,956 | +55.7% | 0.80% | $5.5M | $77.72 |
| 2025 Q1 | ADDED | 44,813 | +35,272 | +369.7% | 0.53% | $3.2M | $70.58 |
| 2024 Q4 | ADDED | 9,541 | +5,214 | +120.5% | 0.11% | $648K | $65.97 |
| 2024 Q3 | ADDED | 4,327 | +280 | +6.9% | 0.05% | $323K | $72.07 |
| 2024 Q2 | ADDED | 4,047 | +1,101 | +37.4% | 0.05% | $273K | $64.77 |
| 2024 Q1 | INITIATED | 2,946 | — | — | 0.04% | $198K | — |
As of 2025 Q4 — sorted by position size