Ownership history in CX Institutional · 30 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (IUSG). 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 | 343,577 | -13,995 | -3.9% | 1.72% | $57.7M | $167.76 |
| 2025 Q3 | REDUCED | 357,572 | -102,903 | -22.3% | 1.79% | $58.8M | $164.10 |
| 2025 Q2 | ADDED | 460,475 | +53,301 | +13.1% | 2.40% | $69.3M | $149.77 |
| 2025 Q1 | ADDED | 407,174 | +112,903 | +38.4% | 1.95% | $51.7M | $126.36 |
| 2024 Q4 | ADDED | 294,271 | +46,262 | +18.7% | 1.63% | $41.0M | $138.38 |
| 2024 Q3 | ADDED | 248,009 | +3,852 | +1.6% | 1.45% | $32.7M | $130.76 |
| 2024 Q2 | REDUCED | 244,157 | -2,786 | -1.1% | 1.46% | $31.1M | $126.13 |
| 2024 Q1 | ADDED | 246,943 | +77,639 | +45.9% | 1.40% | $28.9M | $115.83 |
| 2023 Q4 | REDUCED | 169,304 | -5,671 | -3.2% | 0.94% | $17.6M | $102.73 |
| 2023 Q3 | ADDED | 174,975 | +64,485 | +58.4% | 0.91% | $16.6M | $93.29 |
As of 2025 Q4 — sorted by position size