Ownership history in OSAIC HOLDINGS, INC. · 3 quarters on record
This page tracks every 13F SEC filing in which OSAIC HOLDINGS, INC. reported a position in ISHARES TR (MADE). 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 | 2,561 | +245 | +10.6% | 0.00% | $80K | $31.17 |
| 2025 Q3 | ADDED | 2,316 | +22 | +1.0% | 0.00% | $67K | $29.17 |
| 2025 Q1 | INITIATED | 2,294 | — | — | 0.00% | $53K | $23.00 |
As of 2025 Q4 — sorted by position size