IAI — ISHARES TR

Ownership history in Prostatis Group LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC reported a position in ISHARES TR (IAI). 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
2.55% (2025 Q4)
Avg. % of fund
1.46%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,613 +20,379 +51.9% 2.55% $10.7M $178.61
2025 Q3 ADDED 39,234 +37,004 +1659.4% 1.74% $6.9M $175.69
2025 Q1 INITIATED 2,230 — — 0.10% $312K $138.50
% of Fund (quarterly)    IAI price (monthly, adj. close)

Other funds also holding IAI

As of 2025 Q4 — sorted by position size

Chicago Wealth Management, Inc. 3Y 5.69% SFI Advisors, LLC 3Y 4.53% WESPAC Advisors SoCal, LLC 3Y 7Y 3.57% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 2.57% FISCHER INVESTMENT STRATEGIES, LLC 2.51% MinichMacGregor Wealth Management, LLC 3Y 7Y 2.11% Tudor Financial Inc. 1.75% Cadent Capital Advisors, LLC 3Y 1.61% Well Done, LLC 3Y 7Y 1.26% HERITAGE OAK WEALTH ADVISORS LLC 0.97%
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