IBMP — ISHARES TR

Ownership history in POSTROCK PARTNERS LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which POSTROCK PARTNERS LLC reported a position in ISHARES TR (IBMP). 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
1.17% (2025 Q2)
Avg. % of fund
1.11%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 96,609 — 0% 1.07% $2.5M $25.28
2025 Q3 UNCHANGED 96,609 — 0% 1.09% $2.5M $25.16
2025 Q2 ADDED 96,609 +3,728 +4.0% 1.17% $2.4M $24.88
2025 Q1 ADDED 92,881 +3,800 +4.3% 1.16% $2.3M $24.66
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IBMP price (monthly, adj. close)

Other funds also holding IBMP

As of 2025 Q4 — sorted by position size

Heartwood Wealth Advisors LLC 3Y 1.8% Praetorian Wealth Management, Inc. 3Y 1.31% Covington Investment Advisors Inc. 3Y 7Y 1.27% Paradiem, LLC 3Y 0.97% SONATA CAPITAL GROUP INC 3Y 7Y 0.96% PSI Advisors, LLC 3Y 0.84% LBMC INVESTMENT ADVISORS, LLC 3Y 7Y 0.84% Granite Harbor Advisors, Inc. 0.73% Kathmere Capital Management, LLC 3Y 0.7% Atwater Malick LLC 3Y 7Y 0.65%
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