GLOF — ISHARES TR

Ownership history in DAYMARK WEALTH PARTNERS, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which DAYMARK WEALTH PARTNERS, LLC reported a position in ISHARES TR (GLOF). 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.

Peak position
0.16% (2025 Q2)
Avg. % of fund
0.13%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 45,926 -32,700 -41.6% 0.08% $2.4M $52.78
2025 Q3 REDUCED 78,626 -10,548 -11.8% 0.14% $4.1M $51.14
2025 Q2 INITIATED 89,174 — — 0.16% $4.3M $47.75
% of Fund (quarterly)    GLOF price (monthly, adj. close)

Other funds also holding GLOF

As of 2025 Q4 — sorted by position size

DGS Capital Management, LLC 3Y 1.74% Camarda Financial Advisors, LLC 3Y 7Y 0.8% Ignite Planners, LLC 3Y 0.68% Darwin Wealth Management, LLC 3Y 7Y 0.55% 3Chopt Investment Partners, LLC 0.46% Worth Financial Advisory Group, LLC 3Y 0.15% Independent Wealth Network Inc. 3Y 0.15% Waverly Advisors, LLC 3Y 7Y 0.1% ARQ WEALTH ADVISORS, LLC 3Y 0.07% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.06%
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