Ownership history in Private Advisor Group, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Private Advisor Group, LLC reported a position in ISHARES TR (IBMN). 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 Q3 | REDUCED | 8,470 | -4,636 | -35.4% | 0.00% | $227K | $26.63 |
| 2025 Q2 | ADDED | 13,106 | +452 | +3.6% | 0.00% | $351K | $26.46 |
| 2025 Q1 | REDUCED | 12,654 | -1,536 | -10.8% | 0.00% | $338K | $26.30 |
| 2024 Q4 | REDUCED | 14,190 | -3,426 | -19.4% | 0.00% | $378K | $26.08 |