Ownership history in Executive Wealth Management, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in ISHARES TR (IBDP). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 8,097 | +69 | +0.9% | 0.03% | $204K | $24.91 |
| 2024 Q2 | INITIATED | 8,028 | — | — | 0.04% | $202K | — |
As of 2024 Q4 — sorted by position size