Ownership history in HighTower Advisors, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which HighTower Advisors, LLC reported a position in ISHARES TR (LMUB). 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 | 28,846 | +1,399 | +5.1% | 0.00% | $1.5M | $50.04 |
| 2025 Q3 | ADDED | 27,447 | +3,770 | +15.9% | 0.00% | $1.4M | $48.96 |
| 2025 Q2 | INITIATED | 23,677 | — | — | 0.00% | $1.2M | $47.19 |