Ownership history in Ignite Planners, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Ignite Planners, LLC reported a position in ISHARES TR (IOO). 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 Q3 | REDUCED | 1,676 | -2,078 | -55.4% | 0.03% | $201K | $119.58 |
| 2024 Q4 | REDUCED | 3,754 | -25 | -0.7% | 0.08% | $382K | $99.72 |
| 2024 Q3 | REDUCED | 3,779 | -1,760 | -31.8% | 0.09% | $375K | $97.72 |
| 2023 Q4 | REDUCED | 5,539 | -96 | -1.7% | 0.13% | $442K | $78.81 |
| 2023 Q3 | REDUCED | 5,635 | -1,711 | -23.3% | 0.13% | $412K | $71.29 |
| 2022 Q3 | REDUCED | 7,346 | -23 | -0.3% | 0.36% | $449K | $56.91 |
| 2022 Q2 | ADDED | 7,369 | +72 | +1.0% | 0.40% | $485K | $61.26 |
| 2022 Q1 | INITIATED | 7,297 | — | — | 0.35% | $525K | $71.91 |
As of 2025 Q4 — sorted by position size