Ownership history in Revisor Wealth Management LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Revisor Wealth Management 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 | 34,413 | -949 | -2.7% | 0.32% | $921K | $26.63 |
| 2025 Q2 | UNCHANGED | 35,362 | — | 0% | 0.34% | $945K | $26.46 |
| 2025 Q1 | ADDED | 35,362 | +25,687 | +265.5% | 0.42% | $946K | $26.30 |
| 2024 Q4 | ADDED | 9,675 | +675 | +7.5% | 0.24% | $258K | $26.08 |
| 2024 Q3 | INITIATED | 9,000 | — | — | 0.15% | $240K | $25.95 |