Ownership history in DDFG, Inc · 8 quarters on record
This page tracks every 13F SEC filing in which DDFG, Inc reported a position in ISHARES TR (LRGF). 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 | 364,955 | +7,181 | +2.0% | 5.55% | $25.3M | $69.25 |
| 2025 Q3 | ADDED | 357,774 | +138,925 | +63.5% | 5.71% | $24.7M | $68.65 |
| 2025 Q2 | ADDED | 218,849 | +4,819 | +2.3% | 3.53% | $14.0M | $63.55 |
| 2025 Q1 | ADDED | 214,030 | +60,223 | +39.2% | 3.43% | $12.4M | $57.18 |
| 2024 Q4 | ADDED | 153,807 | +2,976 | +2.0% | 2.68% | $9.3M | $59.45 |
| 2024 Q3 | ADDED | 150,831 | +7,139 | +5.0% | 2.53% | $8.9M | $57.71 |
| 2024 Q2 | ADDED | 143,692 | +2,024 | +1.4% | 2.47% | $8.0M | $54.48 |
| 2024 Q1 | INITIATED | 141,668 | — | — | 2.42% | $7.6M | — |
As of 2025 Q4 — sorted by position size