GLOF — ISHARES TR

Ownership history in Ignite Planners, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in ISHARES TR (GLOF). 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.

Peak position
0.68% (2025 Q4)
Avg. % of fund
0.56%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,038 +21,333 +35.1% 0.68% $4.5M $52.78
2025 Q3 ADDED 60,705 +3,781 +6.6% 0.51% $3.1M $51.14
2025 Q2 INITIATED 56,924 — — 0.48% $2.8M $47.75
% of Fund (quarterly)    GLOF price (monthly, adj. close)

Other funds also holding GLOF

As of 2025 Q4 — sorted by position size

DGS Capital Management, LLC 3Y 1.74% Camarda Financial Advisors, LLC 3Y 7Y 0.8% Darwin Wealth Management, LLC 3Y 7Y 0.55% 3Chopt Investment Partners, LLC 0.46% Worth Financial Advisory Group, LLC 3Y 0.15% Independent Wealth Network Inc. 3Y 0.15% Waverly Advisors, LLC 3Y 7Y 0.1% DAYMARK WEALTH PARTNERS, LLC 3Y 0.08% ARQ WEALTH ADVISORS, LLC 3Y 0.07% LAKE STREET PRIVATE WEALTH, LLC 3Y 0.06%
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