IVE ISHARES TR

Ownership history in LTG Capital LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LTG Capital 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.

Peak position
1.3% (2022 Q4)
Avg. % of fund
1.23%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 6,543 -233 -3.4% 1.08% $1.4M $211.29
2025 Q3 REDUCED 6,776 -160 -2.3% 1.10% $1.4M $204.79
2025 Q2 REDUCED 6,936 -105 -1.5% 1.16% $1.4M $192.97
2025 Q1 REDUCED 7,041 -82 -1.2% 1.22% $1.3M $187.40
2024 Q4 REDUCED 7,123 -583 -7.6% 1.14% $1.4M $186.96
2024 Q3 REDUCED 7,706 -120 -1.5% 1.26% $1.5M $192.07
2024 Q2 REDUCED 7,826 -6 -0.1% 1.29% $1.4M $176.28
2024 Q1 UNCHANGED 7,832 0% 1.25% $1.5M $180.10
2023 Q4 REDUCED 7,832 -93 -1.2% 1.25% $1.4M $166.88
2023 Q3 REDUCED 7,925 -45 -0.6% 1.28% $1.2M $146.96
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)
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