Ownership history in Keystone Financial Services · 16 quarters on record
This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES TR (DMXF). 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 | ADDED | 5,647 | +74 | +1.3% | 0.13% | $428K | $73.30 |
| 2025 Q2 | REDUCED | 5,573 | -353 | -6.0% | 0.14% | $415K | $72.04 |
| 2025 Q1 | REDUCED | 5,926 | -2,258 | -27.6% | 0.15% | $399K | $64.16 |
| 2024 Q4 | ADDED | 8,184 | +10 | +0.1% | 0.20% | $529K | $61.57 |
| 2024 Q3 | ADDED | 8,174 | +1,916 | +30.6% | 0.23% | $589K | $67.75 |
| 2024 Q2 | ADDED | 6,258 | +413 | +7.1% | 0.17% | $422K | $63.41 |
| 2024 Q1 | ADDED | 5,845 | +213 | +3.8% | 0.17% | $398K | $63.15 |
| 2023 Q4 | ADDED | 5,632 | +652 | +13.1% | 0.17% | $360K | $59.21 |
| 2023 Q3 | ADDED | 4,980 | +40 | +0.8% | 0.15% | $284K | $52.43 |
| 2023 Q2 | ADDED | 4,940 | +7 | +0.1% | 0.15% | $301K | $55.94 |
As of 2025 Q4 — sorted by position size