Ownership history in EVEXIA WEALTH LLC · 8 quarters on record
This page tracks every 13F SEC filing in which EVEXIA WEALTH LLC reported a position in ISHARES TR (IBTF). 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 | ADDED | 49,795 | +2,879 | +6.1% | 0.35% | $1.2M | $23.13 |
| 2025 Q2 | ADDED | 46,916 | +29,090 | +163.2% | 0.34% | $1.1M | $22.88 |
| 2025 Q1 | ADDED | 17,826 | +467 | +2.7% | 0.15% | $416K | $22.65 |
| 2024 Q4 | ADDED | 17,359 | +5,915 | +51.7% | 0.14% | $405K | $22.44 |
| 2024 Q3 | ADDED | 11,444 | +1,627 | +16.6% | 0.09% | $267K | $22.22 |
| 2024 Q2 | REDUCED | 9,817 | -41,254 | -80.8% | 0.09% | $228K | $21.79 |
| 2024 Q1 | ADDED | 51,071 | +4,813 | +10.4% | 0.49% | $1.2M | $21.56 |
| 2023 Q4 | INITIATED | 46,258 | — | — | 0.45% | $1.1M | — |
As of 2025 Q4 — sorted by position size