Ownership history in GM Advisory Group, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which GM Advisory Group, LLC reported a position in ISHARES TR (IUSB). 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 | 580,630 | -84,935 | -12.8% | 1.06% | $27.0M | $46.22 |
| 2025 Q3 | REDUCED | 665,565 | -21,615 | -3.1% | 1.32% | $31.1M | $45.75 |
| 2025 Q2 | REDUCED | 687,180 | -3,191 | -0.5% | 1.57% | $31.8M | $44.80 |
| 2025 Q1 | REDUCED | 690,371 | -16,963 | -2.4% | 1.72% | $31.8M | $44.18 |
| 2024 Q4 | REDUCED | 707,334 | -14,050 | -1.9% | 1.77% | $32.0M | $43.04 |
| 2024 Q3 | REDUCED | 721,384 | -29,743 | -4.0% | 2.04% | $34.0M | $44.26 |
| 2024 Q2 | REDUCED | 751,127 | -287,133 | -27.7% | 2.19% | $34.0M | $42.05 |
| 2024 Q1 | REDUCED | 1,038,260 | -73,874 | -6.6% | 3.32% | $47.3M | $41.97 |
| 2023 Q4 | INITIATED | 1,112,134 | — | — | 3.87% | $51.2M | — |
As of 2025 Q4 — sorted by position size