Ownership history in Cooper Financial Group · 10 quarters on record
This page tracks every 13F SEC filing in which Cooper Financial Group 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 | REDUCED | 21,251 | -1,406 | -6.2% | 0.05% | $497K | $23.13 |
| 2025 Q2 | REDUCED | 22,657 | -1,335 | -5.6% | 0.06% | $529K | $22.88 |
| 2025 Q1 | REDUCED | 23,992 | -13,327 | -35.7% | 0.07% | $561K | $22.65 |
| 2024 Q4 | ADDED | 37,319 | +2,458 | +7.1% | 0.10% | $870K | $22.44 |
| 2024 Q3 | REDUCED | 34,861 | -4,025 | -10.4% | 0.11% | $816K | $22.22 |
| 2024 Q2 | ADDED | 38,886 | +288 | +0.7% | 0.13% | $903K | $21.79 |
| 2024 Q1 | ADDED | 38,598 | +20,365 | +111.7% | 0.15% | $897K | $21.56 |
| 2023 Q4 | ADDED | 18,233 | +9,541 | +109.8% | 0.08% | $424K | $21.46 |
| 2023 Q3 | UNCHANGED | 8,692 | — | 0% | 0.05% | $201K | $20.97 |
| 2023 Q2 | INITIATED | 8,692 | — | — | 0.05% | $201K | $20.81 |
As of 2025 Q4 — sorted by position size