Ownership history in Csenge Advisory Group · 4 quarters on record
This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in ISHARES TR (IBHE). 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 | 31,872 | +20,200 | +173.1% | 0.04% | $740K | $22.96 |
| 2025 Q2 | REDUCED | 11,672 | -314 | -2.6% | 0.01% | $271K | $22.73 |
| 2025 Q1 | ADDED | 11,986 | +821 | +7.4% | 0.02% | $278K | $22.42 |
| 2024 Q4 | INITIATED | 11,165 | — | — | 0.01% | $259K | $22.17 |