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 (SHY). 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 | 402,166 | +2,714 | +0.7% | 0.99% | $33.3M | $82.35 |
| 2025 Q3 | ADDED | 399,452 | +46,965 | +13.3% | 1.01% | $33.1M | $81.48 |
| 2025 Q2 | ADDED | 352,487 | +91,630 | +35.1% | 1.01% | $29.2M | $80.60 |
| 2025 Q1 | REDUCED | 260,857 | -17,618 | -6.3% | 0.81% | $21.6M | $79.69 |
| 2024 Q4 | ADDED | 278,475 | +85,861 | +44.6% | 0.91% | $22.8M | $78.46 |
| 2024 Q3 | ADDED | 192,614 | +12,828 | +7.1% | 0.71% | $16.0M | $78.53 |
| 2024 Q2 | ADDED | 179,786 | +177,135 | +6681.8% | 0.69% | $14.7M | $76.34 |
| 2024 Q1 | ADDED | 2,651 | +162 | +6.5% | 0.01% | $216K | $75.71 |
| 2023 Q4 | REDUCED | 2,489 | -1,346 | -35.1% | 0.01% | $204K | $75.51 |
| 2023 Q3 | REDUCED | 3,835 | -3,089 | -44.6% | 0.02% | $310K | $73.66 |
As of 2025 Q4 — sorted by position size