Ownership history in Csenge Advisory Group · 24 quarters on record
This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in ISHARES TR (IVE). 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 | 73,335 | +11,137 | +17.9% | 0.70% | $15.6M | $211.29 |
| 2025 Q3 | ADDED | 62,198 | +4,087 | +7.0% | 0.61% | $12.8M | $204.79 |
| 2025 Q2 | ADDED | 58,111 | +4,021 | +7.4% | 0.58% | $11.0M | $192.97 |
| 2025 Q1 | ADDED | 54,090 | +6,990 | +14.8% | 0.54% | $9.6M | $187.40 |
| 2024 Q4 | ADDED | 47,100 | +572 | +1.2% | 0.49% | $9.0M | $186.96 |
| 2024 Q3 | ADDED | 46,528 | +1,303 | +2.9% | 0.48% | $9.2M | $192.07 |
| 2024 Q2 | REDUCED | 45,225 | -187 | -0.4% | 0.47% | $8.2M | $176.28 |
| 2024 Q1 | ADDED | 45,412 | +9,568 | +26.7% | 0.48% | $8.5M | $180.10 |
| 2023 Q4 | ADDED | 35,844 | +692 | +2.0% | 0.39% | $6.2M | $166.88 |
| 2023 Q3 | ADDED | 35,152 | +1,095 | +3.2% | 0.37% | $5.4M | $146.96 |
As of 2025 Q4 — sorted by position size