Ownership history in CX Institutional · 11 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IDRV). 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 | 27,633 | +608 | +2.2% | 0.03% | $1.0M | $37.93 |
| 2025 Q3 | REDUCED | 27,025 | -3,053 | -10.2% | 0.03% | $991K | $36.35 |
| 2025 Q2 | REDUCED | 30,078 | -25,269 | -45.7% | 0.03% | $920K | $30.31 |
| 2025 Q1 | REDUCED | 55,347 | -114,129 | -67.3% | 0.06% | $1.6M | $28.68 |
| 2024 Q4 | ADDED | 169,476 | +30,738 | +22.2% | 0.20% | $5.0M | $28.68 |
| 2024 Q3 | ADDED | 138,738 | +127,300 | +1113.0% | 0.20% | $4.4M | $30.78 |
| 2024 Q2 | ADDED | 11,438 | +2,062 | +22.0% | 0.02% | $326K | $27.64 |
| 2024 Q1 | ADDED | 9,376 | +2,316 | +32.8% | 0.01% | $295K | $30.05 |
| 2023 Q3 | ADDED | 7,060 | +414 | +6.2% | 0.01% | $263K | $35.23 |
| 2023 Q2 | ADDED | 6,646 | +5,982 | +900.9% | 0.01% | $272K | $38.75 |
As of 2025 Q4 — sorted by position size