Ownership history in Rede Wealth, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Rede Wealth, LLC reported a position in ISHARES TR (ITOT). 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 Q4 | REDUCED | 57,642 | -13,651 | -19.1% | 2.98% | $8.6M | $148.36 |
| 2025 Q2 | ADDED | 71,293 | +1,913 | +2.8% | 3.48% | $9.6M | $133.91 |
| 2025 Q1 | ADDED | 69,380 | +2,160 | +3.2% | 2.99% | $8.5M | $120.63 |
| 2024 Q4 | REDUCED | 67,220 | -668 | -1.0% | 3.31% | $8.6M | $126.80 |
| 2024 Q3 | REDUCED | 67,888 | -5,599 | -7.6% | 3.26% | $8.5M | $123.41 |
| 2024 Q2 | ADDED | 73,487 | +3,974 | +5.7% | 8.04% | $8.7M | $116.26 |
| 2024 Q1 | ADDED | 69,513 | +13,899 | +25.0% | 3.36% | $8.0M | $112.53 |
| 2023 Q4 | ADDED | 55,614 | +52,884 | +1937.1% | 2.78% | $5.9M | $102.42 |
| 2023 Q3 | ADDED | 2,730 | +2 | +0.1% | 0.13% | $257K | $91.27 |
| 2023 Q2 | REDUCED | 2,728 | -2 | -0.1% | 0.13% | $267K | $94.36 |
As of 2025 Q4 — sorted by position size