Ownership history in HighTower Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in ISHARES TR (LDRI). 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 | ADDED | 64,848 | +12,585 | +24.1% | 0.00% | $1.6M | $25.24 |
| 2025 Q3 | ADDED | 52,263 | +16,503 | +46.1% | 0.00% | $1.3M | $25.11 |
| 2025 Q2 | ADDED | 35,760 | +11,634 | +48.2% | 0.00% | $917K | $24.82 |
| 2025 Q1 | INITIATED | 24,126 | — | — | 0.00% | $618K | $24.56 |