IGM — ISHARES TR

Ownership history in Prostatis Group LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Prostatis Group LLC reported a position in ISHARES TR (IGM). 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
2.62% (2025 Q4)
Avg. % of fund
2.18%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 85,074 +5,366 +6.7% 2.62% $11.0M $129.12
2025 Q3 ADDED 79,708 +1,094 +1.4% 2.52% $10.0M $125.85
2025 Q2 ADDED 78,614 +41,787 +113.5% 2.53% $8.8M $112.21
2025 Q1 INITIATED 36,827 — — 1.05% $3.3M $90.51
% of Fund (quarterly)    IGM price (monthly, adj. close)

Other funds also holding IGM

As of 2025 Q4 — sorted by position size

Gray Foundation 18.12% Dynamic Wealth Strategies, LLC 7.62% Fairscale Capital, LLC 7.26% Stuart Chaussee & Associates, Inc. 3Y 7Y 6.28% Legacy Financial Strategies, LLC 3Y 7Y 5.83% Mathes Company, Inc. 3Y 7Y 5.68% Portfolio Strategies, Inc. 3Y 7Y 5.25% Shira Ridge Wealth Management 3Y 4.68% Spruce Point Capital Management, LLC 4.08% Campion Asset Management 3Y 2.97%
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