Ownership history in CX Institutional · 31 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IVV). 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 | 91,842 | +163 | +0.2% | 1.88% | $62.9M | $683.12 |
| 2025 Q3 | ADDED | 91,679 | +451 | +0.5% | 1.86% | $61.4M | $665.17 |
| 2025 Q2 | REDUCED | 91,228 | -1,408 | -1.5% | 1.97% | $56.6M | $615.21 |
| 2025 Q1 | REDUCED | 92,636 | -379 | -0.4% | 1.96% | $52.1M | $555.02 |
| 2024 Q4 | ADDED | 93,015 | +688 | +0.7% | 2.17% | $54.8M | $579.67 |
| 2024 Q3 | REDUCED | 92,327 | -7,089 | -7.1% | 2.36% | $53.3M | $566.00 |
| 2024 Q2 | REDUCED | 99,416 | -50 | -0.1% | 2.55% | $54.4M | $534.89 |
| 2024 Q1 | REDUCED | 99,466 | -157 | -0.2% | 2.52% | $52.3M | $512.33 |
| 2023 Q4 | REDUCED | 99,623 | -2,751 | -2.7% | 2.54% | $47.6M | $463.98 |
| 2023 Q3 | REDUCED | 102,374 | -22,722 | -18.2% | 2.42% | $44.0M | $415.48 |
As of 2025 Q4 — sorted by position size