Ownership history in CX Institutional · 4 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in iShares ETFs/USA (VEGI). 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 | 2,094 | +1,120 | +115.0% | 0.00% | $81K | $38.57 |
| 2025 Q3 | ADDED | 974 | +544 | +126.5% | 0.00% | $38K | $38.74 |
| 2025 Q2 | REDUCED | 430 | -2,175 | -83.5% | 0.00% | $17K | $39.75 |
| 2025 Q1 | INITIATED | 2,605 | — | — | 0.00% | $97K | $36.26 |
As of 2025 Q4 — sorted by position size