IBTO — ISHARES TR

Ownership history in NovaPoint Capital, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which NovaPoint Capital, LLC reported a position in ISHARES TR (IBTO). 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
0.33% (2025 Q4)
Avg. % of fund
0.28%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 48,824 +14,550 +42.5% 0.33% $1.3M $24.39
2024 Q4 ADDED 34,274 +4,160 +13.8% 0.26% $860K $22.54
2024 Q3 INITIATED 30,114 — — 0.25% $795K $23.62
% of Fund (quarterly)    IBTO price (monthly, adj. close)

Other funds also holding IBTO

As of 2025 Q4 — sorted by position size

GLOBALT Investments LLC / GA 2.03% CHATHAM CAPITAL GROUP, INC. 3Y 7Y 1.8% Accretive Wealth Partners, LLC 3Y 1.01% Krilogy Financial LLC 3Y 7Y 0.95% Keeler Thomas Management LLC 3Y 7Y 0.65% Probity Advisors, Inc. 3Y 7Y 0.56% Greater Midwest Financial Group, LLC 0.29% FAGAN ASSOCIATES, INC. 3Y 7Y 0.29% Reliant Wealth Planning 3Y 0.24% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.23%
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