Ownership history in LPWM LLC · 25 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 329,407 | +12,135 | +3.8% | 17.62% | $69.9M | $211.29 |
| 2025 Q3 | ADDED | 317,272 | +9,585 | +3.1% | 17.48% | $65.5M | $204.79 |
| 2025 Q2 | ADDED | 307,687 | +13,218 | +4.5% | 17.54% | $60.1M | $192.97 |
| 2025 Q1 | ADDED | 294,469 | +14,554 | +5.2% | 18.08% | $56.1M | $187.40 |
| 2024 Q4 | ADDED | 279,915 | +2,636 | +1.0% | 17.16% | $53.4M | $186.96 |
| 2024 Q3 | ADDED | 277,279 | +6,157 | +2.3% | 17.73% | $54.2M | $192.07 |
| 2024 Q2 | ADDED | 271,122 | +3,275 | +1.2% | 17.01% | $49.2M | $176.28 |
| 2024 Q1 | ADDED | 267,847 | +4,659 | +1.8% | 17.87% | $48.7M | $180.10 |
| 2023 Q4 | ADDED | 263,188 | +8,297 | +3.3% | 18.08% | $45.7M | $166.88 |
| 2023 Q3 | ADDED | 254,891 | +4,087 | +1.6% | 17.53% | $39.0M | $146.96 |
As of 2025 Q4 — sorted by position size