Ownership history in FLAGSTAR ADVISORS INC · 18 quarters on record
This page tracks every 13F SEC filing in which FLAGSTAR ADVISORS INC reported a position in iShares S&P 500 Value ETF (IVE). 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 | 23,997 | -112 | -0.5% | 1.70% | $5.1M | $211.29 |
| 2025 Q3 | REDUCED | 24,109 | -641 | -2.6% | 1.52% | $5.0M | $204.79 |
| 2025 Q2 | ADDED | 24,750 | +375 | +1.5% | 1.34% | $4.8M | $192.97 |
| 2025 Q1 | ADDED | 24,375 | +1,114 | +4.8% | 1.19% | $4.6M | $187.40 |
| 2024 Q4 | ADDED | 23,261 | +731 | +3.2% | 1.11% | $4.4M | $186.96 |
| 2024 Q3 | REDUCED | 22,530 | -370 | -1.6% | 1.13% | $4.4M | $192.07 |
| 2024 Q2 | ADDED | 22,900 | +980 | +4.5% | 1.14% | $4.2M | $176.28 |
| 2024 Q1 | ADDED | 21,920 | +2,588 | +13.4% | 1.14% | $4.1M | $180.10 |
| 2023 Q4 | ADDED | 19,332 | +3,018 | +18.5% | 1.06% | $3.4M | $166.88 |
| 2023 Q3 | ADDED | 16,314 | +8 | +0.0% | 0.96% | $2.5M | $146.96 |
As of 2025 Q4 — sorted by position size