Ownership history in Kooman & Associates · 13 quarters on record
This page tracks every 13F SEC filing in which Kooman & Associates reported a position in ISHARES TR (SHY). 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 | 77,955 | +3,449 | +4.6% | 1.91% | $6.5M | $82.35 |
| 2025 Q3 | REDUCED | 74,506 | -226 | -0.3% | 1.91% | $6.2M | $81.48 |
| 2025 Q2 | REDUCED | 74,732 | -4,067 | -5.2% | 2.09% | $6.2M | $80.60 |
| 2025 Q1 | REDUCED | 78,799 | -1,195 | -1.5% | 2.39% | $6.5M | $79.69 |
| 2024 Q4 | REDUCED | 79,994 | -824 | -1.0% | 2.37% | $6.6M | $78.46 |
| 2024 Q3 | REDUCED | 80,818 | -1,206 | -1.5% | 2.48% | $6.7M | $78.53 |
| 2024 Q2 | ADDED | 82,024 | +311 | +0.4% | 2.69% | $6.7M | $76.34 |
| 2024 Q1 | ADDED | 81,713 | +2,548 | +3.2% | 2.78% | $6.7M | $75.71 |
| 2023 Q4 | REDUCED | 79,165 | -4,499 | -5.4% | 2.91% | $6.5M | $75.51 |
| 2023 Q3 | REDUCED | 83,664 | -761 | -0.9% | 3.43% | $6.8M | $73.66 |
As of 2025 Q4 — sorted by position size