Ownership history in Gleason Group, Inc. · 23 quarters on record
This page tracks every 13F SEC filing in which Gleason Group, Inc. reported a position in ISHARES TR CORE MSCI TOTAL (IXUS). 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 | 75,528 | -4,725 | -5.9% | 0.63% | $6.4M | $84.64 |
| 2025 Q3 | REDUCED | 80,253 | -177 | -0.2% | 0.67% | $6.6M | $81.06 |
| 2025 Q2 | ADDED | 80,430 | +1,775 | +2.3% | 0.67% | $6.2M | $75.88 |
| 2025 Q1 | REDUCED | 78,655 | -3,956 | -4.8% | 0.99% | $5.5M | $67.48 |
| 2024 Q4 | REDUCED | 82,611 | -8,582 | -9.4% | 0.96% | $5.5M | $63.93 |
| 2024 Q3 | ADDED | 91,193 | +967 | +1.1% | 1.21% | $6.6M | $69.00 |
| 2024 Q2 | ADDED | 90,226 | +2,984 | +3.4% | 1.24% | $6.1M | $64.18 |
| 2024 Q1 | ADDED | 87,242 | +44 | +0.1% | 1.24% | $5.9M | $63.52 |
| 2023 Q4 | ADDED | 87,198 | +1,380 | +1.6% | 1.30% | $5.7M | $60.77 |
| 2023 Q3 | REDUCED | 85,818 | -381 | -0.4% | 1.35% | $5.1M | $55.24 |
As of 2025 Q4 — sorted by position size