Ownership history in CX Institutional · 9 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in ISHARES TR (SGOV). 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 | REDUCED | 1,281,899 | -145,234 | -10.2% | 3.84% | $128.7M | $99.80 |
| 2025 Q3 | REDUCED | 1,427,133 | -121,015 | -7.8% | 4.36% | $143.7M | $98.80 |
| 2025 Q2 | ADDED | 1,548,148 | +1,105,835 | +250.0% | 5.41% | $155.9M | $97.75 |
| 2025 Q1 | REDUCED | 442,313 | -280,352 | -38.8% | 1.68% | $44.5M | $96.72 |
| 2024 Q4 | ADDED | 722,665 | +121,900 | +20.3% | 2.88% | $72.5M | $95.74 |
| 2024 Q3 | ADDED | 600,765 | +386,713 | +180.7% | 2.69% | $60.5M | $94.61 |
| 2024 Q2 | REDUCED | 214,052 | -81,077 | -27.5% | 1.01% | $21.6M | $93.35 |
| 2024 Q1 | REDUCED | 295,129 | -100,738 | -25.4% | 1.43% | $29.7M | $92.13 |
| 2023 Q4 | INITIATED | 395,867 | — | — | 2.12% | $39.7M | — |
As of 2025 Q4 — sorted by position size