ILCB ISHARES TR

Ownership history in Quantitative Strategies, Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Quantitative Strategies, Inc. reported a position in ISHARES TR (ILCB). 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
1.68% (2023 Q2)
Avg. % of fund
1.49%
First filed
2023 Q2
Last filed
2024 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 35,141 +1,611 +4.8% 1.53% $2.9M $80.00
2024 Q3 REDUCED 33,530 -2,525 -7.0% 1.41% $2.7M $77.85
2024 Q2 ADDED 36,055 +290 +0.8% 1.55% $2.7M $73.60
2024 Q1 ADDED 35,765 +344 +1.0% 1.49% $2.6M $70.76
2023 Q4 ADDED 35,421 +660 +1.9% 1.41% $2.3M $64.02
2023 Q3 REDUCED 34,761 -6,101 -14.9% 1.38% $2.0M $57.10
2023 Q2 INITIATED 40,862 1.68% $2.5M $58.94
% of Fund (quarterly)    ILCB price (monthly, adj. close)
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