Ownership history in CX Institutional · 8 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (ISTB). 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 | 2,390 | +8 | +0.3% | 0.00% | $117K | $47.83 |
| 2025 Q2 | UNCHANGED | 2,382 | — | 0% | 0.00% | $116K | $47.15 |
| 2025 Q1 | ADDED | 2,382 | +2,155 | +949.3% | 0.00% | $115K | $46.38 |
| 2021 Q3 | UNCHANGED | 227 | — | 0% | 0.00% | $12K | $44.30 |
| 2021 Q2 | UNCHANGED | 227 | — | 0% | 0.00% | $12K | $44.32 |
| 2021 Q1 | UNCHANGED | 227 | — | 0% | 0.00% | $12K | $44.13 |
| 2020 Q4 | ADDED | 227 | +35 | +18.2% | 0.00% | $12K | $44.30 |
| 2018 Q3 | INITIATED | 192 | — | — | 0.00% | $9K | — |
As of 2025 Q4 — sorted by position size