IVE — ISHARES TR

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  ·  4 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. reported a position in ISHARES TR (IVE). 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
1.23% (2025 Q4)
Avg. % of fund
0.61%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 3,013 +1,295 +75.4% 1.23% $639K $211.29
2025 Q3 ADDED 1,718 +150 +9.6% 0.45% $355K $204.79
2025 Q2 ADDED 1,568 +386 +32.7% 0.41% $306K $192.97
2025 Q1 INITIATED 1,182 — — 0.34% $225K $187.40
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Powell Investment Advisors, LLC 3Y 11.36% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32%
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