IGLB — ISHARES TR

Ownership history in MA Private Wealth  ·  3 quarters on record

This page tracks every 13F SEC filing in which MA Private Wealth reported a position in ISHARES TR (IGLB). 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
3.23% (2025 Q4)
Avg. % of fund
3.18%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 383,483 +21,286 +5.9% 3.23% $19.3M $50.01
2025 Q3 ADDED 362,197 +7,792 +2.2% 3.14% $18.7M $50.24
2025 Q2 INITIATED 354,405 — — 3.18% $17.8M $48.32
% of Fund (quarterly)    IGLB price (monthly, adj. close)

Other funds also holding IGLB

As of 2025 Q4 — sorted by position size

NYL Investors LLC 3Y 7Y 6.79% Mittelman Wealth Management 4.84% Cosner Financial Group, LLC 3.85% Eley Financial Management, Inc 3.73% Shum Financial Group, Inc. 3.57% Liberty Mutual Group Asset Management Inc. 3Y 7Y 3.47% Tennessee Valley Asset Management Partners 3Y 3.05% Insight Wealth Strategies, LLC 3Y 7Y 2.76% Thoma Capital Management LLC 2.33% Gallagher Fiduciary Advisors, LLC 3Y 7Y 2.07%
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