IBMO ISHARES TR

Ownership history in Paradiem, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Paradiem, LLC reported a position in ISHARES TR (IBMO). 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
0.96% (2025 Q1)
Avg. % of fund
0.87%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 135,772 0% 0.83% $3.5M $25.54
2025 Q3 UNCHANGED 135,772 0% 0.81% $3.5M $25.35
2025 Q2 UNCHANGED 135,772 0% 0.88% $3.5M $25.17
2025 Q1 UNCHANGED 135,772 0% 0.96% $3.5M $24.96
2024 Q4 UNCHANGED 135,772 0% 0.93% $3.5M $24.77
2024 Q3 UNCHANGED 135,772 0% 0.82% $3.5M $24.77
2024 Q2 UNCHANGED 135,772 0% 0.86% $3.4M $24.32
2024 Q1 INITIATED 135,772 0.85% $3.4M
% of Fund (quarterly)    IBMO price (monthly, adj. close)
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