Ownership history in LOCKERMAN FINANCIAL GROUP, INC. · 5 quarters on record
This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in ISHARES TR (IUSB). 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 | 11,845 | +1,064 | +9.9% | 1.06% | $551K | $46.22 |
| 2025 Q3 | REDUCED | 10,781 | -1,352 | -11.1% | 0.63% | $504K | $45.75 |
| 2025 Q2 | REDUCED | 12,133 | -1,076 | -8.1% | 0.76% | $561K | $44.80 |
| 2025 Q1 | ADDED | 13,209 | +6,222 | +89.1% | 0.92% | $609K | $44.18 |
| 2024 Q4 | INITIATED | 6,987 | — | — | 0.54% | $316K | $43.04 |
As of 2025 Q4 — sorted by position size