EMB ISHARES TR

Ownership history in Farrell Financial LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in ISHARES TR (EMB). 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
1.65% (2025 Q4)
Avg. % of fund
1.48%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 29,058 +1,562 +5.7% 1.65% $2.8M $95.47
2025 Q3 ADDED 27,496 +2,090 +8.2% 1.64% $2.6M $92.86
2025 Q2 ADDED 25,406 +2,619 +11.5% 1.58% $2.4M $89.21
2025 Q1 ADDED 22,787 +1,095 +5.0% 1.50% $2.1M $86.09
2024 Q4 ADDED 21,692 +950 +4.6% 1.38% $1.9M $83.85
2024 Q3 ADDED 20,742 +2,179 +11.7% 1.34% $1.9M $86.33
2024 Q2 INITIATED 18,563 1.28% $1.6M
% of Fund (quarterly)    EMB price (monthly, adj. close)
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