TOPT — ISHARES TR

Ownership history in RIA Advisory Group LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which RIA Advisory Group LLC reported a position in ISHARES TR (TOPT). 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
0.39% (2025 Q2)
Avg. % of fund
0.32%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 47,580 -705 -1.5% 0.36% $1.5M $31.23
2025 Q3 REDUCED 48,285 -489 -1.0% 0.38% $1.5M $30.43
2025 Q2 ADDED 48,774 +12,508 +34.5% 0.39% $1.3M $27.23
2025 Q1 ADDED 36,266 +16,098 +79.8% 0.28% $864K $23.74
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TOPT price (monthly, adj. close)

Other funds also holding TOPT

As of 2025 Q4 — sorted by position size

Touchstone Capital, Inc. 3Y 5.58% Goodman Advisory Group, LLC 3Y 3.0% ATX Financial Planning, LLC 1.17% Core Wealth Partners LLC 3Y 0.49% Keystone Wealth Services, LLC 3Y 0.29% Clear Creek Financial Management, LLC 3Y 0.27% Tranquilli Financial Advisor LLC 3Y 0.2% Insight Wealth Partners, LLC 3Y 0.14% CPC Advisors, LLC 3Y 0.14% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.11%
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