Ownership history in EVOKE WEALTH, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EVOKE WEALTH, LLC reported a position in ISHARES TR (TLT). 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 | REDUCED | 130,255 | -25,085 | -16.1% | 0.21% | $11.4M | $86.54 |
| 2025 Q3 | ADDED | 155,340 | +154,040 | +11849.2% | 0.28% | $13.9M | $87.45 |
| 2025 Q3 | UNCHANGED | 1,300 | — | 0% | 0.00% | $116K | $87.45 |
| 2025 Q3 | REDUCED | 1,300 | -198,092 | -99.3% | 0.00% | $116K | $87.45 |
| 2025 Q2 | REDUCED | 199,392 | -49,947 | -20.0% | 0.40% | $17.6M | $85.39 |
| 2025 Q1 | REDUCED | 249,339 | -45,608 | -15.5% | 0.59% | $22.7M | $87.11 |
| 2024 Q4 | REDUCED | 294,947 | -16,618 | -5.3% | 0.72% | $25.8M | $83.01 |
| 2024 Q3 | REDUCED | 311,565 | -28,048 | -8.3% | 0.83% | $30.6M | $91.96 |
| 2024 Q1 | REDUCED | 339,613 | -28,820 | -7.8% | 0.95% | $32.1M | $86.95 |
| 2023 Q4 | ADDED | 368,433 | +352,216 | +2171.9% | 0.78% | $36.4M | $90.29 |
As of 2025 Q4 — sorted by position size