ISTB ISHARES TR

Ownership history in Dentgroup LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Dentgroup LLC reported a position in ISHARES TR (ISTB). 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
3.87% (2025 Q1)
Avg. % of fund
2.43%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 55,045 -1,413 -2.5% 1.84% $2.7M $48.41
2025 Q3 REDUCED 56,458 -47,015 -45.4% 1.78% $2.8M $47.83
2025 Q2 REDUCED 103,473 -3,309 -3.1% 3.49% $5.0M $47.15
2025 Q1 ADDED 106,782 +31,905 +42.6% 3.87% $5.2M $46.38
2024 Q4 ADDED 74,877 +12,087 +19.2% 2.73% $3.6M $45.52
2024 Q3 ADDED 62,790 +36,927 +142.8% 2.28% $3.1M $45.77
2024 Q2 INITIATED 25,863 0.99% $1.2M
% of Fund (quarterly)    ISTB price (monthly, adj. close)
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