Ownership history in EHRLICH FINANCIAL GROUP · 8 quarters on record
This page tracks every 13F SEC filing in which EHRLICH FINANCIAL GROUP reported a position in ISHARES TR (MBB). 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 Q3 | REDUCED | 2,701 | -1,433 | -34.7% | 0.15% | $257K | $93.16 |
| 2025 Q2 | REDUCED | 4,134 | -523 | -11.2% | 0.25% | $388K | $90.95 |
| 2025 Q1 | UNCHANGED | 4,657 | — | 0% | 0.32% | $437K | $89.89 |
| 2024 Q4 | REDUCED | 4,657 | -26,237 | -84.9% | 0.30% | $427K | $87.25 |
| 2024 Q3 | REDUCED | 30,894 | -2,277 | -6.9% | 2.11% | $3.0M | $90.00 |
| 2024 Q2 | ADDED | 33,171 | +58 | +0.2% | 2.40% | $3.0M | $85.39 |
| 2024 Q1 | ADDED | 33,113 | +27,380 | +477.6% | 2.58% | $3.1M | $85.14 |
| 2023 Q4 | INITIATED | 5,733 | — | — | 0.54% | $539K | — |
As of 2025 Q4 — sorted by position size